Auto-Recon: split a transaction and attach evidence
Recorded on a demo practice with fictional data.
Open the video pageSplit transactions
Split one bank line across several accounts and amounts, and revert the split if needed.
The problem it solves
One payment often covers several categories.
How it works
- Select the line.
- Split it across accounts and amounts.
- Revert the split if you need to.
What your practice gets
- Accurate coding of mixed payments.
- Reversible.
- Simple to use.
Watch it in the product
A short recording of split transactions in use.
Questions accountants ask
Can I undo a split?
Yes.
How many parts can I split into?
As many as the transaction needs.
Is there a tutorial?
Yes, see the split and evidence tutorial.
Related features
Features that work alongside split transactions.
AutoRecon grid
The workspace where each bank line is coded, commented, split, filtered and reviewed, with undo, a status bar and keyboard shortcuts.
VideoBulk actions with undo
Code, comment or delete many lines at once, with a drawer of recent bulk actions you can undo.
Evidence beside each line
See an evidence indicator and preview on each bank line, and link receipts or documents to it.
VideoReconciliation progress
See how many lines are reviewed and unreviewed, an estimate of remaining work and the AI work still to run.
ATO comparison panel
Compare ATO account activity with the ledger and get a prompt to import anything missing.
Coding memory
MYLEDGER remembers how you coded transactions for each client and suggests the same coding on new ones.
See it working in your practice.
Start with one workflow and adopt more of the connected practice system over time. Your team reviews and approves the work.
14-day free trial. A payment method is required to start. Your paid subscription starts automatically when the 14 days end; cancel during the trial and you pay nothing. After the trial, a 6-month minimum term applies, then month-to-month. Commit to 12 months up front and the monthly price is 20% lower. See pricing.