For the complete documentation index, see llms.txt. This page is also available as Markdown.
Splitting Transactions
Some transactions include multiple expense types—like travel, lodging, and meals. Use transaction splitting in Digits to assign each amount to the right category for accurate books.
How to Split a Transaction
From the left navigation menu, go to Accounting → Ledger.
Click Edit in the header to enter edit mode.
Scroll or search for the transaction, then click it to open it.
Click Add Line to divide the amount across categories.
Enter details for each split:
Assign the correct amount and category to each line.
(Optional) Add descriptions, memos, or departments for clarity.
Ensure the total of all split lines matches the original transaction amount.
Click Save & Close when finished.
Note: If the transaction has already been reconciled, Digits will alert you that changing categories may impact prior reconciliations.
Example Use Cases
Mixed reimbursements: A single deposit includes multiple reimbursable expenses.
Vendor payments: One payment covers multiple invoices or departments.
Credit card charges: Shared costs between business and personal use.
Frequently Asked Questions
Can I split both income and expense transactions?
Yes. You can split any transaction—income, expense, or transfer—as long as it originates from a connected account.
What happens if I edit a reconciled transaction?
Digits will warn you before applying changes. Updating splits on a reconciled transaction may affect your past reconciliation balance.
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