GuidesTransactions

Split and unsplit transactions

Splitting lets you divide a single transaction across multiple categories — useful when one purchase covers several spending areas.

Split a transaction

  1. 1Go to Transactions and find the transaction you want to split.
  2. 2Click the row to open it, then click Split transaction — or use the ⋯ menu → Split.
  3. 3For each split, select a category and enter the amount for that portion.
  4. 4Click Add split to add more portions.
  5. 5All splits must add up to the original total.
  6. 6Click Save split when done.

You can split a transaction into as many portions as you need, as long as the amounts sum to the original total.

Edit a split

  1. 1Find any of the split transactions in the Transactions list.
  2. 2Click the transaction and select Edit split.
  3. 3Adjust the amounts or categories as needed.
  4. 4Click Save.

Unsplit a transaction

  1. 1Open any of the split portions from the Transactions list.
  2. 2Click Unsplit (or use the ⋯ menu → Unsplit transaction).
  3. 3Confirm the action.

Unsplitting is permanent — the individual split entries are deleted and the original transaction is restored.

What's next

Add a transactionBulk delete transactions