1st SouthWest Bank Online Banking User Guide
93
Splitting a Transaction Spending Habits offers the ability to split one transaction to represent multiple tags. For example, if a shopping trip needs to be split into multiple categories such as grocery, pharmacy and home supplies, you can review your receipt and split the total charge across multiple tags.
1
In the Spending Habits tab, click Budgets . Click the icon on the left side of the screen and select Transaction Search . 1. Click a transaction to split.
Spending Habits: Initial Setup
Made with FlippingBook - professional solution for displaying marketing and sales documents online