Transaction splits let LegFi users allocate a single financial transaction (from a bank account or Treasury account) across multiple ledger accounts. This helps create a more accurate and detailed record of financial activity.
How To Split a Transaction
- Go to the Financial Accounts Tab
- Select the External Bank Account or Treasury Account that contains the transaction you would like to split
- Find the transaction you would like to split and click the three dots under the Actions column
- Choose Split
- Enter the Ledger Accounts, Descriptions, and totals
- Select Create Transaction Split
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