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Product Ideas

Bank transactions: Split transactions between accounts

Partner

7Posts

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7 Posts
Partner
Australia

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"

Current Status: Done
Last Changed: December 2015

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

2 Comments
Docca61
5 Posts
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

 

Steven_M
45,180 Posts
Former Staff

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