Adjustments to Entries

Marie's Avatar

Marie

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 http://help.infinitekind.com/kb/register-and-transactions/entering-...

    Hope this help

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

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