Splitting a transaction allows you to allocate a single payment across multiple line items, improving accuracy in reporting and reconciliation. This is useful when a transaction needs to be coded to different categories, descriptions, or custom fields.
To split a transaction into multiple line items:
- Open the Transaction page
- Click open the relevant transaction
- Complete the displayed expense reporting fields 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 4–5 for each additional split you need
- Click Update
Switching views
Use the view toggle icons above the line items to switch between:
- Grid view – shows each line item's fields as its own expanded section, useful when 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
You can switch between the two views at any time without losing your entered data.
Deleting line items
To remove a line item, click the trash icon next to that line item (shown 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.