Displaying Split Transaction Details

Overview

A split transaction is a single purchase divided across two or more categories.

If you ever divide one transaction between multiple spending types — such as groceries and household supplies, or business and personal expenses — you’re using a split transaction.

For example, a $363.74 Costco purchase might be split between:

Office Supplies — $50.00
Personal Checking — $313.74

By default, split transactions appear as a single row in your transaction list. The Category column displays --- Split ---, and you must open the transaction to see how it is divided.

The Display > Split Items setting lets you choose whether split transactions appear as one row or as separate rows for each category directly in your transaction list.

This is a display preference only. It does not change your data, totals, or reports.

The Two Display Options

Default View (Display > Split Items Off)

Each split transaction appears as a single row.

The Category column shows --- Split ---
The full breakdown is hidden
You must open the transaction to see the individual split categories

This view keeps your transaction list compact and easier to scan.

Expanded View (Display > Split Items On)

Each split transaction displays as multiple rows — one for each category in the split.

In this view:

The original parent row does not appear
Each split line shows its own category and amount
The split lines together equal the full transaction total

You can see the full breakdown without opening the transaction.

When to Use Each View

Use the Default View when:

You want a cleaner, more compact transaction list
You rarely work with split transactions
You're scanning recent activity quickly

Use the Expanded View when:

You are reviewing business vs. personal allocations
You are verifying tax-related categories
You want to audit how transactions were split
You’re filtering or sorting by category and want full visibility

How to Turn Split Display On or Off

Go to Transactions from the left navigation.
In the Transaction Activity section, click the gear icon at the right end of the column header row.
Scroll to the Display section.
Click Show Split Items to toggle it on or off.

A checkmark indicates the setting is on.

Changes take effect immediately.

Important Notes

This setting changes display only — it does not affect totals.
Reports, balances, and calculations remain the same.
Column settings and display preferences apply across all accounts.
Your selection persists across sessions until you change it.

Examples

Example 1: Personal Spending Split

You make a $150 Target purchase that includes:

Groceries — $90
Household Supplies — $40
Pharmacy — $20

With Split Items off, you see:

Target | --- Split --- | $150

With Split Items on, you see:

This lets you confirm that each portion of the purchase is categorized correctly without opening the transaction.

Example 2: Business + Personal Split

You split a $363.74 Costco purchase between:

Office Supplies — $50.00
Personal Checking — $313.74