Splitting a transaction allows you to break larger purchases down into smaller purchases. This is useful in instances where you share a bill or transaction with someone else: a utility bill with a roommate, a dinner with a friend, a ride-share with a coworker.
You can also split a large transaction into multiple categories. For example, if you spent $100 at Target, but $60 was for groceries and $40 was for new clothing, you may want to split the transaction to visualize your spending in these categories.
To split a transaction
- Exclude the transaction from the app. Tap View spending history, tap the month in which the transaction occurred, then tap the transaction and toggle Exclude.
- Go back to your spending history and tap + in the upper right-hand corner, adding as many manual transactions as you need to represent the split. (Note: for each manual transaction, you can select a different name and category).
