Using Budgets

How to Split Transactions Between Budgets and More

If you have a transaction that needs to be divided among multiple budgets or other attributes, you can do so using the Split Transaction feature in both banking and card Transaction Details windows.

With Rho's custom attributes, you can set up fields to attribute spend across fields like locations, GL codes, departments, job numbers. Learn more about custom attributes here

How to split transactions

In the Banking or Cards tab, select the desired transaction to open its Transactions Details window. Click the 'Split Transaction' button at the bottom of the window.

  1. Click 'Add Split' for the number of splits you need.

  2. In the Amount field, specify the amount allocated for each split.

  3. In the Budget or Custom Attributes field, select the value associated with each amount.

  4. When finished, click 'Save'.