Split Transactions

  • Updated

Some transactions encompass multiple categories in a single purchase. This is particularly common at big box stores like Costco or Walmart where you might buy groceries, home supplies, and a kayak all in one purchase. You can split a transaction between as many categories as needed to accurately account for your spending.

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    1. Click on the transaction to open the Transaction Details window.
    2. Click the three dots in the top right to view additional options.
    3. Click on Split.
    4. Enter the amount, category, tags, and flags for each line of the split.
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    5. Click Save Split to confirm your changes.
    1. Click on any line of the split transaction to open the Transaction Details window.
    2. Click on the trashcan icon to reunite all splits into a single transaction.
    3. Click Delete to confirm.

To learn more about the Transactions tool, watch the quick clip here.

Disclaimer: The functionality of this software varies depending on which financial institution you use. Not all content in this help center will apply to your experience.

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