I want to split various selected transactions using percentages (10%,15%,75%). How can I do this without manually splitting each transaction?



2 people found this helpful

You can create a bank rule for that, evan.

Here's how you can create a bank rule and split the transaction by percentage:

  1. Click Banking on the left pane.
  2. Select Bank Rules.
  3. Click New Rule.
  4. Complete the following:
  • Rule name
  • For: From the drop-down, choose Money in or Money out.
  • In: From the drop-down, choose the bank or credit card account.
  • Set the rule conditions. You can add up to 5 lines.
  • Set Transaction type, Payee, and Category.

    5. Click Split and choose Percentage. Enter the Percentage and Category.

    6. Hit Save.

I have also attached screenshots for your reference. Let me know if there's anything else I can help you with.

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IntuitMaryL , Community Support Specialist
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