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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 Transactions page appears.

2. Click or tap a transaction. The transaction details appear.

3. In the transaction details, do the following:

  • Click the three vertical dots then select split transaction.
  • Enter the amount you want to split to a separate category.
  • Click or tap the category icon, then select a new category for the amount you want to split.
  • 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.