DonnaD2's avatar
DonnaD2
Partner
12 years ago
Status:
Done

Bank transactions: Split transactions between accounts

It would be good to be able to dissect bank transactions to multiple accounts manually (not using a rule) e.g. insurance where part of the amount is GST free and part includes GST but not a set amount that can be entered into an allocation rule

 

"Transaction Dissection"

2 Comments

  • Docca61's avatar
    Docca61
    Former Staff

    Hi Donna

     

    You can now dissect transactions in the New Banklink area of Essentials you can alocate by percentage or by dollar figure.

     

    Cheers

     

    Campbell

     

  • Status changed:
    New
    to
    Done

    Hi DonnaD2

     

    Thank you for your idea

    As mentioned by Docca61 this feature has been implemented with the New Banking Experience. This feature allows for the user to split a bank transaction to allocate to multiple accounts by an amount or a percentage.

    For more information into allocating transactions please see Help Article: Allocating bank transactions