Split a transaction

Sometimes one receipt belongs to several categories. For example, a supermarket receipt can be part food and part household. A split keeps it as one transaction. Each part goes to its own category.

Steps

1. Open Add Transaction with . Or tap a transaction you already have.
2. Type the full amount. Fill in the payee and the account as usual.
3. Pick the Category for the biggest part. This category gets the amount that is left over.
4. Scroll down and tap Add Split.
5. Type the amount of this part.
6. Tap Choose Category and pick a category for this part. You can add a note too.
7. For each other part, tap Add Another Split and repeat.
8. Look at Remaining at the bottom. It shows the amount left for the main category.
9. Tap to save.

Good to know

• Each part needs an amount and a category.
• All parts together can't be more than the full amount. Until they fit, you can't save.
• If the parts use up the full amount, you don't need a main category.
• To remove a part, tap next to it.
• In the list, a split transaction shows the word Split.
• Each part counts in its own category. You see it in that category's Available, the money it still has.
• If all parts use the same category, the app saves a normal transaction instead.
• You can split expenses and income. You can't split a transfer, or a transaction in a tracking account.
• In select mode you can give many transactions one category. This removes their splits. See Edit, select and delete transactions .