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How to split transactions
How to split transactions

Learn how to split transactions for accurate budgeting

Francis avatar
Written by Francis
Updated over a week ago

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!

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

  2. Tap on the βž•.

    1. You can enter the amount of the split and a note to describe what the purchase was for.

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

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

Please note this feature is currently only available on the app and cannot be accessed on our website.


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 this feature is currently only available on the app and cannot be accessed on our website.

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