Combining multiple draws and then categorizing

Tips & Tricks
1

Is there a good way to accomplish this? The scenario is that I have a GC hired for a major rehab. There are several different categories of expenses being done, but the draws that I am paying are all based on % of the total amount.

My idea is to combine all of the transactions so the total equals the sum of the individuals. Attachments would include the bid/contract. Then I would split out the total into the respective categories - mainly cap ex.

2

@daltonkuehl Stessa is built to be flexible enough to handle different income and expense situations, so there are probably a few different ways you can accomplish this task. That said, we do not provide specific tax advice. You’ll definitely want to check with your CPA for more information about how to handle this scenario.