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67

PFM Basics: Managing Categories

Split a Transaction Category

PFM offers the ability to split one transaction to represent multiple categories. For

example, if on a trip to your favorite super store, you purchase food, clothing and

health care items, you could review your receipt and split the total charge across

multiple categories.

Click an account to view the

Account Details

page

.

1.

Click a transaction to lower the details.

2.

Click the icon to split a transaction into multiple categories.

3.

Enter the amount of the transaction that belongs in the new category.

4.

Click the category icon to change to a new category.

5.

Click the

+ Add Split

button to add additional categories.

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A3 B3 C3 D3 E3 F3 G3 H3

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B3 C3 D3 E3 F3 G3 H3 I3