Splitting a Transaction

Splitting transactions

If you bought multiple things in one purchase and want to track them in different categories, you can split the transaction.

Splitting is available on transactions that do not have a confirmed receipt. If a receipt is matched, the split happens at the receipt line-item level instead (you categorize each item on the receipt individually).

How to split

1. Open the transaction
2. Click Split
3. Add a row for each portion and assign a category and amount
4. The amounts must add up to the total — the remaining unallocated amount is shown as you add rows

Splits vs receipt line items

• No receipt attached — use transaction splits to divide the amount across categories manually
• Receipt matched — categorize each receipt line item individually. The line-item categories drive the spend attribution instead of the transaction-level category.