Forum Discussion

Copper Contributor

Feb 17, 2021

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....

excel

office 365

David_Goodhand

Brass Contributor

Sep 26, 2021

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.

dkcarmona

Copper Contributor

Dec 24, 2021

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.

PopcornKelly
Copper Contributor
Jan 27, 2022
dkcarmona Add your charge card as an account in MIE. MIE will import each card transaction individually, allowing you to assign individual transactions to the appropriate category as you do with your bank transactions - no splitting required for nearly all charge transactions. There may still be other situations which require a manual adjustment, but your charge card transactions should import and categorize with ease.