Splitting Transaction Categories

You can split a single transaction across multiple categories to better manage your budget.

To split a transaction category

  1. On the Home page, click or tap an account. The Transaction page appears.
  2. Click or tap a transaction. The transaction details appear.
  3. In the transaction details, do the following:
    1. Click on the three vertical dots then select Split Transaction.
    2. Enter the amount you want to split to a separate category.
    3. Click or tap the category icon, then select a new category for the amount you want to split.
    4. Click or tap Add Split to continue splitting the transaction.

Note the following details about splitting transactions:

    • You can add up to a total of 9 splits.
    • After you split a transaction, you can no longer edit the Category from the transaction summary.
    • You cannot edit the description of an individual split.
    • The split amount must have a value greater than 0. If the value of the split is left at 0, the split will not be saved.