Feb 17 2021 09:48 AM
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. Since I want to separate deductible transactions from the other, how can I split transactions?
Feb 17 2021 09:58 AM
With your permission, if I can recommend you, add a file (without sensitive data) to your project.
Explain your plans in relation to this file. So you can get a solution that is tailored to your needs much faster.
At the same time, it is much easier for someone who wants to help to understand the subject.
A win-win situation for everyone.
Please no Picture, even if it is said that a picture can say a thousand words, it is certainly not in the case of Excel, on the contrary in some cases.
* Knowing the Excel version and operating system would also be an advantage.
Thank you for your understanding and patience
Nikolino
I know I don't know anything (Socrates)
Feb 17 2021 10:00 AM
Sep 26 2021 04:15 AM
Dec 24 2021 06:07 AM
@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.
Jan 27 2022 07:01 AM
@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.
Feb 28 2022 12:58 PM