Splitting Transactions

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.

1. Open the transaction and switch it into edit mode.
2. Tick the Split checkbox next to the Budget dropdown. This adds the first split line automatically.
3. Choose a budget for that line and enter the amount for that portion.
4. Tap Add split to add more lines, choosing a budget and amount for each.
5. The primary budget automatically receives the remaining balance.
6. Save the transaction. The splits save alongside it — there is no separate confirmation step.

Splitting is only available with per-category budgets. It is not offered in WorryFree mode, where a single discretionary limit replaces the individual budgets a split would target.

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.