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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

Click the three-dot menu on the transaction row and select Split Transaction.
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3

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.
Example for a $500 office store charge:
4

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.
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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. 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.