Splitting divides one charge into parts. A big store run can be part groceries and part household, or part of a purchase might not really be yours, like something work pays back. The charge stays as your bank shows it, while your totals, charts and budgets count each part under its own category.
Split across categories
Open the transaction and choose Split
Split is in the second group of rows in the details panel.
Choose Across categories
The charge starts as two equal parts under its current category.
Set each part
Tap a part's category to change it, and type its amount. Add a label if it helps, like “Gift for Mom”.
Add more parts if you need them
Tap + Category for another part, or + Leave some out for a part that shouldn't count.
Check it adds up
Under the parts you'll see Adds up, or how much is still left to place or over.
Choose Confirm split
The split saves, and the details panel lists the parts.
Leave part of it out
Choose Leave part of it out on the first screen (or + Leave some out later) for money that isn't really your spending, like a cost work pays back or a part that was a gift. That part shows as Left out: it stays on record, but none of your totals, charts or budgets count it.
Each part also has its own setting under its amount, which reads Counts everywhere to start. Tap it to choose Don't ignore, Ignore from budgets or Ignore from everything for that part alone. A summary under the parts shows how much counts.
Money coming in, like a refund, can be split across categories or partly left out, but not shared with people.
Other ways to split
- With people: share the bill and track who owes you. See split a bill with people. You can also add someone later with + Person.
- Item by item: list what a purchase bought (or scan the receipt), then give each item to whoever had it. See itemize a purchase.
Split every charge the same way
Splitting something that repeats, like a phone bill that's partly for work? Under Make it automatic, switch on Split every … charge this way. A rule then splits each new charge from that merchant in the same proportions. If there are earlier charges, you'll choose From this one on or include the earlier ones too. Change or stop the rule any time on the Rules page.
See and change a split
In the table, a split's category shows as a button like 3 parts; click it to open the parts. Click the stacked icon beside the merchant to show the parts under the row, then Edit parts. On a phone, the row says Split and how many parts it has.
To change a split, open it again, edit the parts and choose Save changes. To ignore the whole split at once, use Ignore in its details: it sets every part, and you can still change one part on its own afterwards.
When you filter by category, a split shows up under each of its parts' categories.
Undo a split
Open the split and choose Remove split at the bottom. It becomes one transaction again. If you'd shared it with people, they're taken off too.