Split a transaction

If you have a single transaction that covers multiple items, you may want or need to split it up.

Common reasons are:

  • Different expense categories e.g. an online seller that buys a work phone and envelopes in a single online purchase.
  • Mixing business and personal e.g., a taxi driver that buys air fresheners whilst doing the weekly grocery shop.
  • Switching from net to gross e.g., a landlord that receives rental income after letting agent fees have been deducted.

You can do this easily in the record keeping area of the software.

  1. Find the transaction you want to split and click the 3 dots on the right-hand side.
  2. Select ‘Split transaction’.
  3. You’ll see the original transaction at the top of the screen.
  4. You’ll also see 2 new transactions below, which you can allocate to different categories. You can split it into more than 2 parts if needed.
  5. You’ll get a hint to ensure the new transaction values equals the original amount.
  6. Select ‘Update transactions’ to save the change.
  7. The new transactions will be shown individually in the Record keeping area, with a ‘split transaction’ icon below the amount.