In some cases, you might need to split a donation received by check into a donation from two records. The system makes it very simple to do this in one step so long as the records are linked as 'householded' records. To learn how to household records, see How to link household records.
To split a transaction by house-holded persons:
- log into the admin panel
- proceed to Finances (you cannot split a transaction with the simplified pop-up forms in the Constituents module)
- Enter a contribution as you normally would: Transactions / Enter
- When you get to the details side, you will see a link for 'Split'.
- Select this drop-down. You will see the householded person in the list. Select this to split this donation among these householded records.
Enter the details for each member, as appropriate and click save.