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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.

How to Split a Transaction

  1. From your client’s Dashboard, go to Banks & Cards in the left nav menu.

  1. Switch to edit mode by clicking the pencil icon at the top of the screen.

  2. Scroll or search for the transaction and click to open it.

  3. Click the ➕ Add Line icon to create new portions for each category.

  4. 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.

  5. 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.

Need help? We’re happy to lend a hand. Contact us at [email protected]