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.
