Splitting Between Multiple Account Categories

To split a gift between multiple categories, use the following steps:

  1. Before changing the COA category or adding an amount, click Split between multiple accounts.

  2. Click the Account field to select the first COA

  3. Tab or click the Amount field to add the first amount

  4. Tab or click the Memo field to add a note (click the + for an additional two memo lines if needed)

  5. Continue steps 2—4 until all accounts, amounts, and notes are entered. (Click Add more lines... if needed).

  6. Verify the total at the bottom of the Amount column against the check or envelope

  7. Click Save

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