Moody Bank Personal Online Banking User Guide

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Splitting a Transaction Financial Snapshot 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.

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In the Accounts tab, select an account, then click the Financial snapshot button. 1. Click the icon on the left side of the screen and select Transaction Search . 2. Click a transaction to split.

Financial Snapshot: Initial Setup