Splitting a transaction
Splitting a transaction
Last verified 2026-05-08 by bootstrap.
Splitting a transaction
Sometimes a single charge covers multiple categories — a Costco run that's part groceries, part fuel, part household. Splitting lets you assign each portion to its own category.
How to split
- Click the transaction row to open the editor.
- Click Split.
- Add a row for each portion. The remaining amount auto-fills.
- Save.
The original transaction stays intact in your account history; the split rows are virtual children that show in budget and spending reports.