How to Split Transactions in PocketGuard

Splitting a transaction may come in handy when you share a rent payment with a roommate, go for dinner with a friend, or want to break down that $100 spent at Target into multiple categories. 

Splits are treated like regular transactions. You can associate a split with a bill by changing its merchant name, adding a note / #hashtag, or marking a split as “Don’t count”.

Note: Transaction splitting is available to PocketGuard Plus subscribers.

How to split a transaction

1. Go to “Transactions”;
2. Find a transaction you’d like to split;
3. Hit “Split transaction”;
4. Add splits with desired amounts and categories; 
5. Save your changes.

To un-split a transaction:

1. Go to “Transactions”;
2. Find a transaction you’d like to un-split;
3. Hit “Split into X transactions”;
4. Remove splits;
5. Save your changes.

FAQ

Can I split a transaction into more than two parts?

Yes, you can add as many splits as needed. Each split can have its own amount and category.

Does splitting a transaction affect my budget categories?

Yes, each split is treated as a regular transaction and assigned to its own category, so your category budgets and spending totals will reflect each split separately.

Is split transaction available on the free plan?

No, transaction splitting is a PocketGuard Plus feature. You’ll need an active Plus subscription to use it.