When you go to a big-box store like Target, you might end up buying groceries, clothes, and a few things for your furry friends. Since those items don’t belong in a single category, splitting your transaction keeps your Envelope balances accurate to how you’re truly spending.
You can split transactions on the web, iPhone, and Android.
How to split your transactions
- Click on the Add Transaction button.
- Fill out the Payee and Amount fields.
- Use the Envelope dropdown to select the Split into Multiple option.
- Use the additional Envelope dropdowns to select which Envelopes your expense should go into.
- Use the Amount fields next to each Envelope to specify how much you’d like to assign to that category.
- Note: If the split amounts do not add up to your transaction total, Goodbudget will automatically add an additional Envelope row.
- Use the Account dropdown to select which account the expense belongs to.
- Click Save when you’re done.
- Tap on the Add Transaction icon (the square and pencil) in the top right corner.
- Fill out the Payee and Amount fields.
- Tap the Envelope field and select the Split to Multiple option.
- While on the same screen, tap to select all of the Envelopes you’d like to include, then tap the checkmark icon.
- Divvy up your transaction amount between your selected Envelopes.
- Tap the Account option to select which one the expense belongs to.
- Tap Save when you’re done.
- Tap on the Add Transaction button in the bottom right corner.
- Fill out the Payee and Amount fields.
- Tap the Envelope dropdown and select the Split into multiple Envelopes option.
- Use the additional Envelope dropdowns to select which Envelopes your expense should go into.
- Use the Amount fields next to each Envelope to specify how much you’d like to assign to that category.
- Note: If the split amounts do not add up to your transaction total, Goodbudget will automatically add an additional Envelope row.
- Use the Account dropdown to select which one the expense belongs to.
- Tap the checkmark in the top right corner when you’re done.
