Split Transactions

When a single payment covers more than one expense type, splitting it ensures each dollar is categorized correctly — giving you accurate reports and a clean audit trail for your client.

Steps

1. Go to your client's Transactions page, find the transaction you want to split, and click the toggle arrow (›) on the left side to open the transaction detail panel
2. In the detail panel, click Split
3. For each line, enter the amount, description, and category from the Chart of Accounts
4. Click Add Line to add as many lines as needed
5. Verify the running total matches the original transaction amount exactly — Propio will alert you if there's a remaining balance to allocate
6. Click Save to apply the split

Each line item will be categorized independently and reflected correctly across all your reports.

💡 Tip: A common example — a payment to an office supply store that includes both office supplies and computer equipment. Rather than assigning it all to one category, split it so your reports accurately reflect both expense types.

Common Issues

• Can't save the split? Your line items don't add up to the original transaction amount. Check the running total at the top and adjust until the remaining balance shows zero.

Related Articles

• Basic Transaction Categorization
• Edit Transaction Categorization
• Create and Manage Journal Entries