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How to split transactions

Learn how to split transactions for accurate budgeting

Francis avatar
Written by Francis
Updated this week

With our split transaction feature, you can make sure that every purchase goes directly into the right category and your budget accurately reflects your spending.

To split a transaction from the mobile app:

  1. Tap on the transaction you'd like to split. Select Split.

  2. Select how you'd like to split the transaction from the options:

    1. by specific amounts

    2. by equal amounts

    3. by percentages

  3. Tap Add Split

  4. Tap on the category icon to the left of each split title to change which category they're assigned to.

  5. Optional steps:

    1. You can add a note to your splits

    2. You can also choose to ignore your split(s)

  6. Select Save. Now, the Transactions tab will show the splits that you made.

Please note: Splitting transactions is available exclusively on our mobile app - this feature is not available to complete the above instructions on our website, Rocketmoney.com.


Removing split transactions

If you'd like to remove a split, you can tap on any of the split transactions and select Remove. This will restore the original transaction information. Please note that you'll lose any notes or categorization that the split transactions had.

Please note: Removing split transactions is available exclusively on our mobile app - this feature is not available to complete the above instructions on our website, Rocketmoney.com.

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