> For the complete documentation index, see [llms.txt](https://help.digits.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.digits.com/firms-agentic-general-ledger/splitting-transactions.md).
# Splitting Transactions
Some client 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.
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### How to Split a Transaction
1. From the left navigation menu, go to **Accounting** → **Ledger**.
2. Click **Edit** in the header to enter edit mode.
3. Scroll or search for the transaction, then click it to open it.
4. Click **Add Line** to divide the amount across categories.
5. **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.
6. Click **Save & Close** when finished.
{% hint style="warning" %}
**Note:** If the transaction has already been reconciled, Digits will alert you that changing categories may impact prior reconciliations.
{% endhint %}
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### 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.
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### 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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Got a question or feedback? Our team is all ears—come say hello!
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Contact Digits Support
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