Split a transaction
Move part of a transaction into another, even of a different type
When to use it
Sometimes the bank records a single charge that's actually two different expenses. For example, a direct debit that includes the homeowners' fee and a special assessment, or a card payment mixing personal and business spending. Splitting the transaction lets you assign each part to its correct category and scope.
How it works
Select a transaction (tick its checkbox) and click ✂ Split in the blue selection bar. A window opens where you define the new transaction you're separating out:
- Type: the new transaction can be income or expense, even if different from the original.
- Amount, concept and category of its own.
A preview shows how each one ends up. The two always add up to the original amount: e.g. if you split a €500 income into a €200 expense, the original becomes €700 (700 − 200 = 500). The new transaction inherits the original's date and tags. Confirm with Split.
Restrictions
- Transfers cannot be split (they have two linked legs).
- "Freelance"-scope movements already linked to a tax-book invoice can't be split. Unlink the invoice first.
- Neither resulting amount can be zero.