Questions. Answers. Comments. Ideas.

How to split transactions.

Follow

Was it groceries or clothing? Or groceries and clothing? A single swipe of your plastic (or a cash withdrawal from the ATM) could be spent on different things.
 
Here’s how to break down transactions that include more than one category:
 
Step 1 of 5
Log into 22seven and visit the Transactions tab. Click on the transaction you would like to split.
1.png
 
Step 2 of 5
 
On the Transaction detail view, click "Split."
2.png
 
Step 3 of 5
Enter the new description and amount for each split.
3.png
  
Step 4 of 5
Transactions can be split into a maximum of 5 parts. Click "+ Create another split (up to 5)" to split the original transaction further.
4.png

Step 5 of 5
Select "Save" when you're done.
5.png
 
Shouldn’t have split? Click on any split transaction to access the transaction pop-up, and use the Unsplit button.
Have more questions? Submit a request
Powered by Zendesk