Adjustments to Entries

Marie's Avatar


27 May, 2018 08:16 PM

I just started the trial with moneydance. I am a bookkeeper in my professional life so I'm wondering if I can do a few adjustments to transactions in moneydance, the way you would with say a journal entry. For example, if you have a $1000 mortgage payment, can you allocate a certain amount of the payment to principal and some to interest? I downloaded my bank transactions so I would want to make an adjustment to that recorded transaction. Also wondering if I could do the same for groceries. Say there's a Costco item downloaded from bank. Can I allocated a portion to groceries and a portion to diapers?

  1. 1 Posted by derekkent23 on 28 May, 2018 06:48 AM

    derekkent23's Avatar

    I am not support staff, just a user.

    Double click on the category of the subject transaction and in the dropdown click on Split.
    For more about slips see

    Hope this help

  2. System closed this discussion on 27 Aug, 2018 06:50 AM.

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