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# Split one transaction across categories

A $100.00 warehouse run might be $80.00 of office supplies and $20.00 of meals. Splitting gives each part its own category. The amount on your statement stays the same.

${youtube}[Watch: How to split a transaction into multiple categories in BooksGPT](qG9VfppaAPU)

## Split a transaction

1. Open **All pages** in the left sidebar, then click **Daily work** and [Transactions](https://app.booksgpt.ai/go/transactions).
2. Click the transaction, then **Split transaction** at the bottom of the pane.
3. Pick a category and type the amount on each line. **+ Add a line** adds another.
4. Click **Save split**.

The first line starts as the whole amount, four decimal places (100.0000 here).

![Office Supplies 80.00 and Meals & Entertainment 20.00, Fully allocated](https://booksgpt.ai/help/split/split-editor-20261005.png)

The pickers are already open. **Fewer options** hides them. **More split options** shows them again.

- **Category**, **Customer payment**, or **Vendor payment**. The one that does not match the line stays unavailable.
- On a charge: **Adds to charge** or **Offsets charge**. On a deposit: **Adds to deposit** or **Offsets deposit**. An offset is labelled **Offset**.

**Card payment net of a fee** puts the whole amount on **Customer payment** (deposit) or **Vendor payment** (charge), and the fee on the next line as **Offset**. You choose the invoice or bill after saving.

### How the amounts add up

- **$100.00 total** is the bank amount. **Fully allocated** means the lines match it.
- **$0.01 left** or **Over by $0.01** can still be saved. The largest line takes that cent.
- Any further off, **Save split** says how much is still unallocated or over.
- An unfinished line shows **Enter complete line amounts**.

|| Every line needs a complete nonzero amount with at most four decimal places, and every category line needs a category.

## After you save

The sheet stays open on **Split saved** with your lines. The word beside the title is the split's status: **Posted** means every line is in your books. Hover it for the details, such as how many lines posted and any rounding.

![Split saved, Posted beside the title, Office Supplies $80.00, Meals & Entertainment $20.00 and Done](https://booksgpt.ai/help/split/split-saved-20261016.png)

- A **Customer payment** or **Vendor payment** line has **Match now** beside it. Click it to choose the invoice or bill. Any you leave wait in To Review.
- The refresh icon beside the status reads it again.
- **Done** closes the pane.

Your books now show $80.00 in Office Supplies and $20.00 in Meals & Entertainment, and the bank account still moves by $100.00.

## Open a split later

Click the split row again. The pane shows **Split into 2 lines**, the status, and each line signed against the bank amount: in this $43.27 deposit, Bank Fees reads **-$1.73** beside Sales **$45.00**.

![Split into 2 lines, Sales $45.00, Bank Fees -$1.73, Posted, Show in register, Undo split](https://booksgpt.ai/help/split/split-card-20261016.png)

- The split reconciles as one line for $43.27, the amount on your bank statement. Hover **Split into 2 lines** for a reminder.
- An unmatched payment line has a **Match** button.
- **Show in register** lists just this split and its lines in Transactions.
- On Reconcile and in the account register, open the row with **Split into 2 categories**.

See [Reconcile your books and how transfers auto-match](https://help.booksgpt.ai/en/article/reconcile-your-books-and-how-transfers-auto-match-1mrjl3o/) and [Open an account register](https://help.booksgpt.ai/en/article/open-an-account-register-1fdx4jg/).

## Undo a split

1. Open the split row and click **Undo split**.
2. Click **Undo split** again to confirm, or **Keep the split**.

If **Undo split** is unavailable, the card says why. If it asks you to check the status first, click **Check status**.

||| Undo removes the split lines and their categories. The transaction goes back to To Review as one row.

## Good to know

- A line inside a split says **This is one line of a split transaction.** **Show the whole split** opens the card. It does not offer **Split transaction**.
- An imported row already posted as several lines, and a transfer, do not offer **Split transaction**. See "Transfers, credit-card payments, and owner draws".

| Copilot can prepare the split from chat. See "Edit a transaction from chat".

![The same split editor on a phone, with Save split at the bottom](https://booksgpt.ai/help/split/split-editor-phone-20261005.png)