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

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

A transaction can only be split after it has successfully cleared.

Splitting A Transaction

How to split a transaction:

1. Select Transactions from the left menu.

2. Click on a cleared transaction from the list.

3. In the Transaction Details window, click on the three dots in the top right.

4. Select Split transaction.

5. Assign the dollar amounts to each split.

6. Click Confirm.

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

When exporting split transactions, they will show up on the report as separate transactions. (Divvy will still display the parent transaction).

Editing a Split Transaction

You can also edit a transaction that has already been split at any time.

How to edit a split transaction:

1. Select Transactions from the left menu.

2. Click on a cleared transaction from the list.

3. In the Transaction Details window, click on the three dots in the top right.

4. Click Unsplit transaction.

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