Split a transaction

Splitting is for one charge that covers several things, like a $150 Costco run that was $110 of groceries and a $40 gift.

1. Hover the transaction, click ⋮ and choose Split. On a phone, tap the row and tap SPLIT.
2. The Split Transaction window shows the original name, the amount still remaining (it updates as you type) and the category.
3. Fill in the first split: Transaction name (pre-filled with the original name), Enter amount and Select Category.
4. Click + Add Another Split for more parts. X removes one.
5. Click Confirm.

What happens

• The original transaction is reduced to whatever is left. Its History says "Split into N transactions".
• Each split becomes a new transaction with the same date, account and labels as the original. Its History says "Split from <name> ($X)".

Example: split $40 off a $150 Costco charge into Gifts. You end up with Costco $110.00 in Groceries and Costco $40.00 in Gifts.

Limits

• The splits must add up to less than the original. At least $0.01 has to stay on the original, so to divide $150 into $110 and $40, split off only the $40.
• Confirm stays grey until the first split has a name, an amount above 0 and a category.
• Incoming transactions (refunds, deposits) cannot be split.
• There is no "unsplit". To undo, delete the split-off transactions and change the original amount back.