Forum Discussion
Money in Excel - How can I split a transaction?
If I make a purchase with cash back, I would like to split the transaction as, say, groceries and petty cash. Another example might be buying prescriptions at a drug store along with household items....
Money in Excel allows manual transactions, so you could use that. Create two transactions, one positive and one negative to shift the expense into the correct category. Let's say you spent $100 at the drug store, $70 on health products and $30 on groceries. Mark the -$100 transaction that downloaded in the Shopping category. Create a manual transaction for +$30 also in Shopping, and a second manual transaction for -$30 in Groceries.
David_Goodhand - Not a very good work around. I want the split transactions totaled.
Ie. Charge Card bill is 1000.00 I want be able to assign category to any item in the charge card bill, so I can see a report on these categories
Charge Card 1,000
Electric Bill 200.00
Groceries 100.00
Clothing 100.00
Misc 600.00
I want to be able to see my monthy spend for all categories above.