To enter a split transaction, fill in the top part of the form including the type, date, and total amount of the transaction. Complete the other fields as appropriate. 

Further down the form switch the Split Transaction button to "YES". A new table will open with the first line showing under date. 

Enter the appropriate date, For, Fund, Event, Appeal, and Fundraising Goal Category. Then enter the first amount or percentage of the first split amount.


To enter additional splits, click on the Add Transaction Icon, the small blue gift box with a plus sign next to it above the table. A new row will appear in the table to add the next split amount or percentage.


Ensure the total amount entered adds up to 100% of the transaction and proceed with any additional transaction entry information below the Split Transaction button. Click one of the green Save buttons at the top or bottom of the page to finish the entry.