Northfield Savings Bank Personal Online Banking User Guide

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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 the icon and select “Split transaction.” 2. Enter the amount in the text box and click the 3. Click the category icon to edit the new category. 4. Click the + Add Split 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

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Personal Financial Management: Initial Setup

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