Can I split transactions?

Our split transaction feature lets you split a transaction into multiple categories so your budget reflects your spending more accurately.

The split-transaction feature is only available to MoneyWellth Premium users. Click here to learn how to sign up for MoneyWellth Premium.

Through the App:

1. Log in to your MoneyWellth account.
2. On your dashboard, tap View all Transactions under Recent Transactions.
   
   
   
    
3. Tap the transaction you want to split. 
   
   Note: You can split a transaction only after it has posted. Pending transactions cannot be split. Transactions typically occur within 24–48 hours.
    
4. Tap Split Transaction. 
   
   
    

5. Select how you would like to split the transaction. You can either split a transaction by equal amounts, by percentage, or by amount.
   
   By equal amounts — divides the total evenly across all splits

   By percentage — assigns a percentage of the total to each split. You can adjust each split's percentage. 

   By amount — manually enter exact amounts for each split
   
   
    

6. Tap Add Split. 
   
   
   
   Note: There is no limit to the number of splits you can add.
    
7. Tap a split transaction to edit the display name, if needed.
   
   
    
8. Tap on the category icon to update the transaction category. This step ensures each split is assigned to the right budget category. 
   
   
    
9. Tap Save to complete your split.
   
   

Through the Website: 

1. Log in to your MoneyWellth account.
2. Go to Budgeting from the left navigation menu.
   
   
    
3. Click See Latest Transactions.
   
   
    
4. Click the transaction you want to split. 
   
   Note: You can split a transaction only after it has posted. Pending transactions cannot be split. Transactions typically occur within 24–48 hours.
    

5. Click Split Transaction. 

   

6. Select how you would like to split the transaction. You can either split a transaction by equal amounts, by percentage, or by amount.
   
   By equal amounts — divides the total evenly across all splits

   By percentage — assigns a percentage of the total to each split. You can adjust each split's percentage. 

   By amount — manually enter exact amounts for each split
   
   
    

7. Click Add Split. 

   Note: There is no limit to the number of splits you can add.
   
   
    

8. Click on the split transaction to edit the display name, if needed.
   
   
    
9. Click on the category icon to update the transaction category. This step ensures each split is assigned to the right budget category. 
   
   
    
10. Click Save to complete your split.