Forum Discussion
Stretch6ft8
Feb 17, 2021Copper Contributor
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....
David_Goodhand
Sep 26, 2021Brass Contributor
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.
Kevin_Myers
Feb 28, 2022Copper Contributor
The proposed solutions in this thread are time-consuming, cumbersome, and error prone. Split transactions are *extremely* common, and are supported by just about every other financial application in existence. You guys need a *MUCH* better answer than this.