You can split transactions amongst different Budget Items within EveryDollar. Which means it's a snap to track purchases at big box stores or online places where you buy food, shampoo, a shirt and a gift card! Splitting transactions is important because you need to keep track of where your money is actually going. Otherwise, what's the point of the budget?
Here's how to create and split a new transaction in EveryDollar:
- Click the Transactions icon in the top right corner of the main Budget page.
- Click the blue dot at the bottom right corner of the screen with the "+" sign in it.
- A sub-screen will then pull up which looks like this.
4. Select a Budget Item where you want to split the transaction into.
5. Click Add a Split to add the other Budget Items where you want the rest of the purchase to go.
6. Enter the individual amounts for each split.
7. Once all the money has been split, click Add Expense.
Pro Tip: You cannot split a transaction between two different months, you can only split a single transaction in a single month. For multiple months, enter separate transactions in the two different budgets.
Next Steps
If you've manually added your bank account, don't forget to apply the transaction toward it by clicking the Choose Account line and selecting the account.