Bank Forward Personal User Guide
102
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.
11 12 21 22 1 2 K L U V A B
10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9
10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9
1a 2a 1b 2b 1c 2c 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 J K L M N O P Q R S T U V W X Y Z A B C D E F G H I 11a 12a 11b 12b 1d 2d A1 B1 A2 B2 A3 B3 10 1a 2a 3a 4a 5a 6a 7a 8a 9a 10 1b 2b 3b 4b 5b 6b 7b 8b 9b 10 1c 2c 3c 4c 5c 6c 7c 8c 9c 10 1d 2d 3d 4d 5d 6d 7d 8d 9d
Click an account to view the Account Details page . 1. Click the icon and click “Split transaction.” 2. Click the category icon to edit the new category. 3. Enter the amount in the text box and click the button. 4. Click the + Split transaction button to add additional categories. 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 1d 2d 3d 4d 5d 6d 7d 8d 9d J K L M N O P Q R S T U V W X Y Z A B C D E F G H I 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 1d 2d 3d 4d 5d 6d 7d 8d 9d J K L M N O P Q R S T U V W X Y Z A B C D E F G H I 11a 12a 13a 14a 15a 16a 17a 18a 19a 20a
11b 12b 13b 14b 15b 16b 17b 18b 19b 20b
11a 12a 13a 14a 15a 16a 17a 18a 19a 20a
A1 B1 C1 D1 E1 F1 G1 H1 I1
J1
11a 12a 13a 14a 15a 16a 17a 18a 19a 20
11b 12b 13b 14b 15b 16b 17b 18b 19b 20b
J2
A2 B2 C2 D2 E2 F2 G2 H2 I2
A1 B1 C1 D1 E1 F1 G1 H1 I1
J1
11b 12b 13b 14b 15b 16b 17b 18b 19b 20
J3
A3 B3 C3 D3 E3 F3 G3 H3 I3
A1 B1 C1 D1 E1 F1 G1 H1 I1
J1
J2
A2 B2 C2 D2 E2 F2 G2 H2 I2
J2
A2 B2 C2 D2 E2 F2 G2 H2 I2
J3
A3 B3 C3 D3 E3 F3 G3 H3 I3
J3
A3 B3 C3 D3 E3 F3 G3 H3 I3
Personal Financial Management: Initial Setup
Made with FlippingBook - Online magazine maker