Knowledge Base - Help Center

How to Split a Transaction Using the Web?

Updated on February 17, 2023

  1. From the Scenario page, locate the transaction that you want to split.
  2. Click the drop down menu next to the transaction and select Split.
  3. Reminder: You can only edit transactions dated from the current month to the subsequent months. You cannot edit historical transactions.
  4. Choose the number of installments and the interval.
  5. Click Save.