How do I split a single donation to multiple income categories?

This article explains two different ways that you can split a single donation to multiple income categories.

There are two ways to handle an income transaction from a donor that needs to be split between two or more categories. This is useful when a donor restricts or designates this donation for two specific purposes, but provides the donation as a single transfer.

Method 1: Split on Donor screen

On the bank matching screen, match the donation as 'Named Donation' to one of the funds/categories (as if it didn't need splitting). This way they will get auto-remembered for future months, making bank matching super quick. 

Then, once you've finished bank matching each month, you can simply go to the Manage Donor Screen, click on the donor whose donation needs splitting.

In the 'Recent Donations by' report, click on the donation that needs to be split, and and you will be able to split it there.

Method 2: Split at bank reconciliation

Alternatively, when bank matching, you can click the 'Mixed Income' option in the popup, and split the donation at this point.

To better understand the Bank Reconciliation module, please view the module overview video here.