Open Banking Split Bank Transaction

Step 1

Find the transaction to split n the Transactions panel and click MANUAL

Step 2

Find the 1st tenancy, and then click on the EDIT button

Step 3

Change the amount for the 1st portion

Step 4

Repeat the process for the 2nd portion

You will notice for the 2nd manual reconciliation it will pre-fill the balance of £XXX (of the £XXX) that remains. So the second reconciliation will be easy.

Step 5

Validate. Review the transactions table, open up that transaction by clicking VIEW, and confirm you've happily assigned the payment. NOTE, it will be highlighted in green if ALL the money has been reconciled.

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