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.Documentation Index
Fetch the complete documentation index at: https://cashflowy.ai/docs/llms.txt
Use this file to discover all available pages before exploring further.
How to split
Add split lines
For each portion, enter:
- Amount - how much goes to this category
- Category - which category to assign
- Description - a note for your records
- Click + Add Split to add more split lines as needed.
| Amount | Category | Description |
|---|---|---|
| $300 | Office Supplies | Printer paper and toner |
| $200 | Meals & Entertainment | Team lunch supplies |
Verify totals
Split amounts must exactly match the original transaction total. The modal shows a live counter - Total Split, Original, and Remaining - so you can track the balance as you add lines. The Save button stays disabled until the remaining balance is zero.
Can I split into more than two categories?
Can I split into more than two categories?
Yes - there’s no limit on the number of split lines.
Can I edit a split later?
Can I edit a split later?
Yes. Click the three-dot menu on the split transaction and select Update/View Split to change amounts or categories. To revert the split entirely, select Undo Split.