Helpbank feedsSplit a transaction
Split a transaction
Allocate a single transaction across multiple GL accounts.
beginner· 1 view· Updated 7/18/2026
Occasionally, a single transaction may cover multiple expenses, such as a meal and a beverage on one receipt. In these cases, you can use the Split feature to allocate the transaction to different GL accounts. This ensures accurate financial reporting and helps maintain organised records.
Step-by-step
- 1Access Transactions
Go to Transactions in the sidebar to open the AI Bank Transactions Center.
- 2Select transaction
Find the transaction you want to split and click on it to view details.
- 3Initiate split
Click the Split action to start dividing the transaction into multiple parts.
- 4Allocate amounts
Enter the amounts and select the appropriate GL accounts for each part of the transaction.
Use the GL picker to see 'Top suggestions' for categories. - 5Approve changes
Once satisfied, approve the split to apply the changes.
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