Split Transactions

Split Transactions

Split a single transaction into multiple line items with different categories. Useful when one payment covers multiple expense types.

Overview

Sometimes a single bank transaction covers multiple expense types. For example, a payment to an office supply store might include both office supplies and computer equipment. Instead of assigning the entire amount to one category, you can split the transaction into multiple line items, each with its own amount and category. This ensures your client's books accurately reflect where their money is going.

Steps

1. Select a Transaction

Navigate to your client's Transactions page. Find the transaction you want to split and click on it to open the transaction detail panel.

2. Click Split

In the transaction detail panel, look for the Split button or option. Click it to enter the split editing mode. The original transaction amount will be shown at the top as a reference.

3. Add Split Lines

You will see the first split line pre-populated. For each split line, enter the amount and select a category from the Chart of Accounts dropdown. Click Add Line or the + button to add additional split lines. You can add as many lines as needed to fully break down the transaction.

4. Verify the Total Matches the Original

As you add split lines, Propio displays a running total of all line amounts. Make sure this total matches the original transaction amount exactly. If there is a difference, you'll see an alert indicating the remaining balance that needs to be allocated. All split lines must add up to the original transaction amount before you can save.

5. Save the Split

Once all split lines are entered and the total matches the original amount, click Save to apply the split. The transaction will now appear in your transaction list with a split indicator, and each line item will be categorized independently. The individual split amounts will also be reflected correctly in your reports.