Sometimes one bank movement should match multiple Infusion lines, or several bank lines belong together:

• Split: Use split when one amount on the bank statement should be matched to more than one Infusion transaction, and those Infusion amounts do not add up to a single reconciliation with the line as shown
• Merge: Use merge when you split by mistake, or your matching strategy changes and you want one unreconciled amount again for that bank line without undoing lines you already reconciled correctly
   

Spilt a Transaction 

Use the arrow beside a reconciliation button to choose Split.

A new window opens to split the amount.  Type in an amount to split off and select OK.

The transaction separates into two. Each can be further split by following the same process.

Note: You cannot split a part that is already reconciled.

Recombine a split transaction

Using the arrow at the end of a split row, choose Merge from the drop-down menu to recombine transactions.

The split transactions are merged back to one. Note that if a transaction has been split more than once, all splits are merged.

If part of a split transaction has already been reconciled, those reconciled lines remain unchanged. Any unreconciled lines are combined into a single new remainder line. Reconciled items are never undone.