Skip to main content
Skip table of contents

How do I record a split transaction?

Split transactions are used to assign multiple categories to a single transaction. This is often used when shopping, for example, if purchasing both Groceries and Personal Care items at the same store. This can be very important when maintaining a budget or just to accurately track your spending.

To record a split transaction

  1. Double-click the Category field for the transaction you wish to split.
  2. Click the Category icon.
  3. Click Split.
  4. In the Split Transaction dialog, enter (or edit) the category, tag (optional), and amount for each individual item on a separate line.

    • What can I do here?
  5. As necessary, adjust the individual line amounts. (Optional)
    • Tell me more
  6. Click OK to close the Split Transaction dialog.

Tip

You can assign percentages to the line items in a split transaction. For example, if the transaction total is $100, and you want to split that amount evenly between two categories, you can enter 50% as the "amount" for each category.

JavaScript errors detected

Please note, these errors can depend on your browser setup.

If this problem persists, please contact our support.