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10

Getting Started: Your First PFM Session

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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10d

11a 12a 13a 14a 15a 16a 17a 18a 19a 20a

11b 12b 13b 14b 15b 16b 17b 18b 19b 20b

1d 2d 3d 4d 5d 6d 7d 8d 9d

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K L M N O P Q R S T

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A B C D E F G H I

J1

A1 B1 C1 D1 E1 F1 G1 H1 I1

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A2 B2 C2 D2 E2 F2 G2 H2 I2

J3

A3 B3 C3 D3 E3 F3 G3 H3 I3

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1a 2a 3a 4a 5a 6a

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K L M N O P

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A1 B1 C1 D1 E1 F1

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1a 2a 3a 4a 5a 6a 7a 8a

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11a 12a 13a 14a 15a 16a 17a 18a

11b 12b 13b 14b 15b 16b 17b 18b 1

1d 2d 3d 4d 5d 6d 7d 8d

K L M N O P Q R

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A B C D E F G H

A1 B1 C1 D1 E1 F1 G1 H1

A2 B2 C2 D2 E2 F2 G2 H2

A3 B3 C3 D3 E3 F3 G3 H3

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11a 12a 13a 14a 15a 16a 17a 18a 19a 20a

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1d 2d 3d 4d 5d 6d 7d 8d 9d

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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

J1

A1 B1 C1 D1 E1 F1 G1 H1 I1

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A2 B2 C2 D2 E2 F2 G2 H2 I2

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A3 B3 C3 D3 E3 F3 G3 H3 I3

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a 12a 13a 14a 15a 16a 17a 18a 19a 20a

b 12b 13b 14b 15b 16b 17b 18b 19b 20b

2d 3d 4d 5d 6d 7d 8d 9d

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L M N O P Q R S T

V W X Y Z

B C D E F G H I

J1

B1 C1 D1 E1 F1 G1 H1 I1

J2

B2 C2 D2 E2 F2 G2 H2 I2

J3

B3 C3 D3 E3 F3 G3 H3 I3