Splitting a transaction allows you to allocate a single payment across multiple expense items, improving accuracy in reporting and reconciliation. This is useful when a transaction needs to be coded to different categories, budgets, or attendees.
To split a transaction into multiple expense items:
- Open the Transaction page
- Click open the relevant transaction
- Click Split Expense
- Open the first split item
- Complete the displayed expense reporting fields
- Repeat this step for each split item
- Click Add new split item if you need to create additional splits
- Click Update
To delete split items, you can click Delete Split Items, or if you would like to remove the split altogether, click Delete All Split Items.
Split transactions will appear on the Transactions table, be included in CSV exports, and automatically sync to your integrated accounting software.