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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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