Splitting a transaction lets you allocate a single payment across multiple line items, each with its own category, description, tax rate, or custom fields.
Steps
To split a transaction into multiple line items:
- Open the Transactions page and click into the relevant transaction.
- Complete the expense reporting fields (category, description, custom fields, etc.) for the first line item.
- Click Add line item to create an additional line item.
- Complete the fields for the new line item.
- Repeat steps 3–4 for each additional split you need.
- Click Update to save.
Switching views
If your line items view includes the grid/table toggle, use the view icons above the line items to switch between:
- Grid View: Shows each line item's fields as its own expanded section. Useful when you're editing a smaller number of line items in detail.
- Table View: Shows all line items in a compact, row-based layout. Useful for reviewing or editing several line items at once.
Both views use the same underlying line item data, so switching between them never loses what you've entered.
Not every account currently sees this toggle. Where it isn't available, line items are edited in Table View only, and everything below still works the same way. On a small number of older accounts, splitting may still show as Add New Split Item, in a simpler, single list layout with no grid/table option.
Deleting line items
To remove a line item, click the trash icon next to it. This sits alongside each line item in Grid View, or at the end of each row in Table View.
Split transactions will appear on the Transactions table, be included in CSV exports, and automatically sync to your integrated accounting software.
What happens next
Once you save, each line item is stored as its own record on the transaction. Split transactions show their individual line items on the Transactions table and sync to your integrated accounting software (Xero, MYOB, NetSuite) as separate lines, each with its own account, description, and tracking/category data.