All Support Topics

Splitting Transactions

Divide a single transaction across multiple budgets.

What Are Splits?

Sometimes a single purchase spans multiple budget categories. For example, a grocery trip might include household cleaning supplies, or a department store receipt might cover both clothing and gifts. Splits let you divide one transaction across multiple budgets so each category reflects the correct amount.

How to Split a Transaction

  1. Open the transaction you want to split.
  2. Tap the Split button.
  3. Add a split line by choosing a budget and entering the amount for that portion.
  4. Add additional split lines as needed.
  5. The primary budget automatically receives the remaining balance.
  6. Confirm the split to save.

Editing and Removing Splits

To modify a split, open the transaction and adjust the amounts on any split line. You can also remove individual split lines or undo the entire split to return the full amount to the original budget.

Tips

Splits don’t create separate transactions. They allocate portions of a single transaction to different budgets, keeping your transaction history clean and accurate.