Splitting a transaction will create individual transactions that you can categorize and manage separately.
Table of Contents
- Splitting a transaction on desktop
- Smart splitting a transaction on desktop
- Removing a split on desktop
Splitting a transaction on desktop
- Locate the desired transaction you want to split.
- Select > to expand the transactions details page.
- Select ... > Split transaction.
- Set the Merchant, Category, and Amount for each of the splits.
- Select Add a split to split the transaction into more than two transactions.
- Select X to remove a split.
- Select Split into X transactions.
Smart splitting a transaction on desktop
Splitting transactions manually can get tiresome. You can create a rule that will automatic split transactions by navigating to Settings > Rules. Read how to do this here.
Removing a split on desktop
If you change your mind about splitting the transactions, remove the split, don't delete the transaction.
- Locate the desired transaction you want to remove the split from.
- Select > to expand the transactions details page.
- Select Open Splits.
- Select X to remove all splits.
- Select Save.