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April 19, 2024
Question

How do i get a recurring check to also recurring with the splits?

  • April 19, 2024
  • 1 reply
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1 reply

April 19, 2024

Thanks for becoming part of the Community, jennifer-refmech.
 

You can create bank rules to automatically split transactions.
 

Here's how:
 

  1. In your left navigation bar, go to Transactions, then Rules.
  2. Click New rule.
  3. Enter a name for the rule in your What do you want to call this rule? field.
  4. Detail any transactions this rule should apply to.
  5. Add any conditions with the + Add a condition option.
  6. Test your rule if necessary with the Test rule button.
  7. Using your Then drop-down list, specify whether to assign or exclude, then enter any other necessary details.
  8. Hit + Add a split and enter the information for it.
  9. When you're finished, select Save.

 

I've also included a detailed resource about working with bank rules which may come in handy moving forward: Set up bank rules to categorize online banking transactions
 

Please don't hesitate to send a reply if there's any additional questions. Have a lovely Friday!