You can split a transaction in Divvy in order to categorize multiple dollar amounts separately.

For example, a budget member could make a large purchase from a single vendor for multiple departments. You could split each dollar amount and add a custom field for each department to show how the transaction should be allocated in your accounting system.

Notes:

  • You can only split cleared transactions.

  • When exporting split transactions, they display as separate transactions. The parent transaction displays as well.


Web Browser

Jump to Mobile steps

1. In the Divvy Navigation Menu, click the Transactions link.

Transactions Link

2. Click the transaction you want to split.

Note: You can only split cleared transactions.

Select Transaction

3. Click the Options icon [1] and select the Split transaction option [2].

Split Transaction Option

4. When splitting a transaction, you can view the total dollar amount [1] and the remaining balance that hasn't been assigned to a split category [2].

5. To split by dollar amount, click the Amount option [3]. To split by percentage, click the Percentage option [4].

View Split Transaction Sidebar

You can split the transaction by entering amounts or percentages manually or splitting the transaction evenly.

6. To split the transaction manually, enter the amounts or percentages in the Split fields [1]. To add additional fields, click the Add a Split link [2].

Manually Split Transaction

7. To split the transaction evenly, click the Split Evenly toggle button [1].

8. Enter the number of splits you want to include [2]. The amounts or percentages display in the Split fields automatically [3].

Note: If amounts or percentages cannot be split evenly, the remainder is added to one of the split categories.

Split Evenly

9. Click the Confirm button.

Confirm Button

10. You can then categorize the split transactions with their corresponding custom fields. Receipts will still be attached to the parent transaction.

11. To edit the split transaction, open the transaction from the Transactions page. Click the Options icon [1]. To edit how the transaction is split, click the Edit split transaction link [2]. To unsplit the transaction, click the Unsplit transaction link [3].

Web - Edit or Unsplit Transaction

Mobile App

  1. In the Divvy Navigation Bar, tap the Transactions icon [1]. If the Transactions icon is not in your Navigation Bar, tap the More icon [2], then tap the Transactions link [3].

    Open Transactions - Mobile

2. Tap the transaction you want to split.

Note: You can only split transactions after they have been cleared.

Open Transaction

3. Tap the Options icon [1] and select the Split transaction option [2].

Mobile Split Transaction Option

4. When splitting a transaction, you can view the total dollar amount [1] and the remaining balance that hasn't been assigned to a split category [2].

5. To split by dollar amount, tap the Amount icon [3]. To split by percentage, tap the Percentage icon [4].

View Split Details

You can split the transaction by entering amounts or percentages manually or splitting the transaction evenly.

6. To split the transaction manually, enter the amounts or percentages in the Split fields [1]. To add additional fields, tap the Add a Split link [2].

Mobile - Split Transaction Manually

7. To split the transaction evenly, tap the Split Evenly toggle button [1].

8. Enter the number of splits you want to include in the How Many Times field [2]. The amounts or percentages display in the Split fields automatically [3].

Note: If amounts or percentages cannot be split evenly, the remainder is added to one of the split categories [4].

Mobile - Split Transaction Evenly

9. Tap the Save link.

Save Link

10. You can then categorize the split transactions with their corresponding custom fields. Receipts will still be attached to the parent transaction.

11. To edit the split transaction, open the transaction from the Transactions page. Tap the Options icon [1]. To edit how the transaction is split, tap the Edit split transaction link [2]. To unsplit the transaction, tap the Unsplit transaction link [3].

Mobile - Edit or Unsplit Transaction

If you have additional questions or need help with using Divvy, please view our other Help Center articles or contact the Divvy Support team.

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