Debit & Credit User Guide

Split Categories

When You Will Need That

Sometimes a single transaction should be assigned not to just one, but to a few multiple categories. Consider the following example: you go to a store and spend $20 for groceries and $30 for household items in a single transaction. The only way to record this transaction in a meaningful way is to assign both "Household" and "Groceries" categories to it with the respective amounts.

Entering amounts for split categories is optional. If you leave one or more amounts for split categories blank, the app will automatically calculate these amounts based on the total amount you provided (the calculation will take place once a transaction is created).

Example

John spent $90 at the store. $40 is related to groceries, the rest is equally related to household items and drinks. He creates a transaction with the total amount of $90 and the following split categories: groceries, household and drinks. He specifies the amount for groceries ($40) only, the amounts for household items and drinks will be calculated automatically once the transaction is created.

Creating a Transaction with Split Categories In macOS

Move the pointer (cursor) over the category combobox and then click the plus button when creating a transaction:

Debit & Credit Split Categories on Mac

To delete a split category, delete its name first and then click on the minus button.

Creating a Transaction with Split Categories In iOS

Start creating a new transaction, then tap on the plus button near the category textfield to go to the list of categories for selection. Tap on the "Split" button in the upper-right corner:

Debit & Credit Split Categories in iOS

To delete a previously selected split category, use the left swipe gesture. After you select all relevant categories, go back to the new transaction form.

Related topics: transaction tags, transaction attachments, statement reconciliation.