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Split transaction

Splitting divides the total amount of a single transaction across multiple categories. The transaction as a whole continues to match the bank amount.

  1. Click the transaction to open the details.

  2. Choose the split option from the actions menu.

  3. Enter a category and amount for each part. Spendle ensures the total matches the original amount.

  4. Save. The transaction is replaced by multiple rows, each with its own category.

  • Mixed purchase — food under Groceries, drinks under Non-essential.
  • Shared subscription — part of a phone plan for yourself, part for your partner.
  • Receipt with multiple categories — e.g. a book and a gift.
  • Cashback or discount — booking the discount amount separately.

Open a split row and use the undo option in the actions menu. The original transaction is restored as a single entry.