Good news. Based on what you’re trying to do, I don’t think you should be using the transaction splitter. You say that twice a month you have your bank transfer recurring expenses to another bank account. I assume what you mean is you have $125 in your savings account and your bank is transferring it to your checking account so you can pay bills out of your checking account. If this is what it is in fact happening, you probably have an expense showing in your savings account and income in your checking account. You don’t really have an expense and an income item here, all you’re doing is transferring money from your right pocket to your left pocket. You need to create a category called transfer and in the type column you need to select transfer. Afterwards, go back and change the expense and income items and call them transfer.
You are using the Tiller labs transaction splitter since you mention you have little red circles with x’s in them. If you go to a transaction on your transaction tab and then go to the tiller labs transaction splitter and click on it you will come to a page that shows the transaction you are about to split. You will see a section called original transaction which will have your category and the dollar amount next to it. Underneath that you will see a bar called add split. Under that you will see a bar called split transaction and under that you will see a bar called cancel. You need to click on add split to pull up the first split you want to make. The tool calls that split number one. If you click on add split again it will pull up another split and call it split number 2. You will notice that there is a red circle with an X in it next to each of the two splits you just created. If you click on one of those red circles with an X in it it will make that split disappear. So, add as many splits as you need. Then select the category you want to use for each split as well as the dollar amount. When you are done and ready to finalize the split, select the split transaction tab and the tool will complete the actual splitting of the transaction. There is no Done button.
Here is an article that @randy from Tiller put out today to explain how to use the Tiller Labs transaction splitter. Randy includes a three minute demonstration which shows how the tool works which is very helpful.
Please let us know if there is anything else.
Welcome to the community.
Thanks,
Blake