Splitting Transactions
Split a single transaction into multiple categories. Perfect for purchases that span different spending areas, like a grocery trip that includes both food and household items.
When to Split
Split transactions when a single purchase includes multiple categories:
• Walmart trip with groceries + clothes + electronics
• Restaurant bill split between business and personal
• Amazon order with various item types
How to Split
1. Click on any transaction to open details
2. Click "Split Transaction"
3. Add split items with amounts and categories
4. Ensure splits add up to the original amount
5. Save
Managing Splits
Split transactions show a "split" indicator. Click to see all parts.
You can edit splits anytime - adjust amounts, change categories, or unsplit back to a single transaction.
Each split part is tracked separately in budgets and reports.
Tips
• Splits must add up to exactly the original amount
• You can split into as many parts as needed
• Each split can have different tags too