Splitting a scheduled transaction in Moneyline

[Donald Maddux]

In Moneyline, how do I split a transaction when I am scheduling it?

[n1x1]

Split transactions are used to itemize larger transactions into smaller amounts with multiple categories. You can open the Split Transactions window from the Add Transaction window by clicking the Split Transaction button, or after a transaction has been added to MoneyLine by right-clicking the transaction and selecting Split Transaction from the context menu.

 

Add

Click the Add button to add a new split for the current transaction to the list.

Delete

Click the Delete button to delete the selected split for the current transaction.

Once you have the number of splits needed in the transaction list, you can edit the categories by clicking the assigned category and selecting a new category from the drop menu. Add any notes by double-clicking in the notes column and entering text. Change the Payment or Deposit amount by double-clicking in the column and editing the amount. Note that the Split Transactions window cannot be closed until the totals add up to the total of the original transaction.

[Chesu88]

Thank you