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AccountsPrep - Splitting Bank Statement Transactions
AccountsPrep - Splitting Bank Statement Transactions

The steps required to split bank statement transaction, and how to edit/delete them once split.

AutoEntry Support Team avatar
Written by AutoEntry Support Team
Updated over a week ago


It is possible to split receipt or payment transactions on any line in AccountsPrep. This overview will go through the steps!

Applies To

  • AccountsPrep integrated companies.


You can split receipt or payment transactions by navigating to Bank Statements > Unposted or Bank Statements > Statement Batches > Edit.

Once you are on that screen, click on the split button at the end of the transaction you want to split.

Splitting a payment or receipt allows you to split the amount between two or more accounts.

The demo below shows a simple example of a split payment between two accounts:

Edit Split Transactions

  • You can edit the split at any stage by clicking the link in on the transaction line.

  • The split transaction pop-up menu will then appear for you to edit as needed.

  • Please note that you can also add additional lines by selecting Add Line+ in the pop-up menu.

Undo/Delete Split Transactions

  • To remove a split transaction, simply click the link to edit the transaction (as described above).

  • Within the pop-up menu, click the delete button and confirm you wish to do this.

  • The account field will then be empty for you to code again as needed.

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