Skip to main content

How to split a transaction?

Sometimes, the bank sends grouped transactions that should be allocated to multiple categories. This article shows you how to split them correctly.

S
Written by Support Fygr
Updated today

Here are the steps to split a transaction in order to categorize it correctly:

  1. First, categorize the main transaction before splitting it.

  2. Hover your mouse over the transaction; a gray gear will appear in the “Action” column.

  3. Click the gear and select “Split Transaction.”

  4. In the pop-up window, you can split the transaction as needed by entering a label, amount, and category.

🎥 Here’s a video to guide you through the steps:

Our team is here to help you get started and make the most of Fygr. Don’t hesitate to contact us.

Did this answer your question?