Elements Financial Personal Online and Mobile Banking eGuide

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Splitting a Transaction PFM offers the ability to split one transaction to represent multiple categories. For example, if a shopping trip needs splitting into multiple categories such as grocery, pharmacy and home supplies, you can review your receipt and split the total charge across multiple categories.

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Click an account to view the Account Details page . 1. Click a transaction to split. 2. Click the 3. Enter the amount in the text box. 4. Click the category icon to edit the new category. 5. Click the + Add Split button to add additional categories. A1 B1 C1 D1 E1 F1 G1 H1 I1 A2 B2 C2 D2 E2 F2 G2 H2 I2 A3 B3 C3 D3 E3 F3 G3 H3 I3 icon to split a transaction into multiple categories. 11a 12a 13a 14a 15a 16a 17a 18a 19a 20a 11b 12b 13b 14b 15b 16b 17b 18b 19b 20b J2

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Personal Financial Management: Initial Setup