# Splitting Transactions

***

### How to Split a Transaction

1. From your client’s **Dashboard**, go to **Banks & Cards** in the left nav menu. 
2. Switch to edit mode by clicking the **pencil** icon at the top of the screen.
3. Scroll or search for the transaction and click to open it.
4. Click the ➕ **Add Line** icon to create new portions for each category.
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 %}

<div align="left"><figure><img src="https://931519193-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FuIztBwoMl2RW5oGzS0cZ%2Fuploads%2Fs1Ewm3YanBAlNsCakcti%2Fimage.png?alt=media&#x26;token=bc756e27-f98c-4973-bbba-8985918c2536" alt="" width="375"><figcaption></figcaption></figure></div>

***

### 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

<details>

<summary>Can I split both income and expense transactions?</summary>

Yes. You can split *any* transaction—income, expense, or transfer—as long as it originates from a connected account.

</details>

<details>

<summary>What happens if I edit a reconciled transaction?</summary>

Digits will warn you before applying changes. Updating splits on a reconciled transaction may affect your past reconciliation balance.

</details>

***

{% columns %}
{% column width="66.66666666666666%" valign="middle" %}
Got a question or feedback? Our team is all ears—come say hello!
{% endcolumn %}

{% column width="33.33333333333334%" valign="middle" %}

<p align="center"><a href="https://app.gitbook.com/s/x8QKZsFt122QPdcslRDC/contact-us" class="button primary" data-icon="envelope-open-text">Contact Digits Support</a></p>
{% endcolumn %}
{% endcolumns %}

***


---

# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://help.digits.com/firms-agentic-general-ledger/splitting-transactions.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.