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Split Transactions

Sometimes one bank transaction covers multiple categories — like a $500 office store charge that’s partly supplies and partly team snacks. Splitting lets you assign different amounts to different categories.

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How to split

1

Open the transaction

Go to Banking → Transactions and click on the transaction.
2

Click Split

In the expanded detail view, click the Split action.
3

Add split lines

For each portion, enter:
  • Amount — how much goes to this category
  • Category — which category to assign
  • Description (optional) — a note for your records
Example for a $500 office store charge:
AmountCategoryDescription
$300Office SuppliesPrinter paper and toner
$200Meals & EntertainmentTeam lunch supplies
4

Verify totals

Split amounts must add up to the original transaction total. Cashflowy shows the remaining balance as you add lines.
5

Save

Click Save. Each split line appears separately in your reports under its assigned category.
Yes — there’s no limit on the number of split lines.
Yes. Open the transaction and click Edit Split to change amounts or categories.