How do I itemize a purchase?

Items show what one purchase bought: the groceries and the new pan on one receipt, or who ordered what at dinner. Included with Grow and up.

Add items

1. 1

   Open the purchase

   Tap it in Transactions to open its details.

2. 2

   Choose Items

   The row reads What it bought, line by line until you add some.

3. 3

   Add the lines

   Choose Item, Tax, Tip or Discount to add a line. Give each one a name and an amount; you can change a line's type (Item, Discount, Tax, Tip or Fee) at any time.

4. 4

   Save

   Press the save button, which counts your lines (like Save 3 items).

Already have the receipt? If it's been read, choose Use the receipt's lines. If not, Scan the receipt (Thrive and Thrive Duo) or Add the receipt to keep it with the purchase. See scanning a receipt.

File items under their own categories

Each item starts in the purchase's own category (Same as the purchase). Give an item its own category and that much of the purchase is filed there, so a big shop lands where it belongs. Tax, tip and fee lines don't take a category of their own.

When the items don't match the charge

Under the list, Finly Money compares the items, the tax, tip and fees, and what was charged. If more was charged (a tip or rounding), the difference is spread over the items in proportion. If the items add up to more (a discount), the gap is taken off in proportion.

Split it item by item

1. 1

   Save the items first

   Splitting by item uses the items you've saved.

2. 2

   Choose Split it item by item

   It's under the save button on the Items page. You can also choose Split, then Item by item.

3. 3

   Pick who had what

   Add the people who were there, then tick who had each item. Tax, tip and fees follow the items in proportion, and an item nobody is ticked on is yours.

4. 4

   Confirm

   Press Confirm split. Each person's share shows on Splits as owed to you.