A supply run that had both business supplies and personal items. A dinner that was part client, part personal. A subscription that covers business and home. The split transaction tool lets you divide any charge between two or more portions — each with its own category, its own label, and its own place in your books.
In this walkthrough you are seeing the split transaction tool being used on two real scenarios: a supply run that included both business supplies and personal items, and a subscription that covers both the business and home. Watch how the split tool enforces that the portions have to add up to the original total before you can apply — that balance requirement is what protects your books from math errors and missing amounts.
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Budgeting apps and spreadsheets force a single category onto every transaction. That works when your finances are simple. When you run a business alongside a personal life — or take your team to dinner that was also a personal outing — forcing one category creates inaccurate books. The split tool handles the reality of mixed-purpose spending.
The split tool requires all portions to add up to the original total. You cannot apply an unbalanced split — which means no partial splits, no rounding errors, and no amounts disappearing from your books because the math was slightly off.
A single transaction can be split into two, three, or more portions if it served multiple distinct purposes. Portion 1 goes to business supplies. Portion 2 goes to personal groceries. Portion 3 goes to a gift category. All three land correctly.
Every report, dashboard view, and category summary automatically uses the split amounts — not the original single-category total. Your expense breakdowns, your net position calculations, and your accountant reports all reflect the correct split figures.
No add-ons. No upgrades required. Every feature in the system — account upload, categorization, the dashboard, split transactions, business/personal separation, share-with-accountant, and Clarity AI — comes with your membership.
You stopped at the store for both business supplies and personal groceries. The receipt is one charge. The split tool divides it correctly so your business expense total does not include personal items and your personal side does not miss them.
A dinner that was partly a client meeting and partly personal. Split it between client entertainment (business) and meals (personal). Both sides get the accurate amount.
A software subscription you use for both your business and personal projects. Split it by the percentage of business use. Your business expense is accurate; you have a record of the personal component.
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