This guide is written with MoneyWiz for Mobile in mind. Need one for Desktop? Click here!
Split transactions allow you to split the amount among different categories and/or accounts. Please note that advanced split feature - where you can split the amount among different transaction types (e.g. paycheck where you have an income and tax deductions) is not yet supported but we're working on bringing this feature to MoneyWiz.
Splitting transactions among different categories
To begin, either start creating new transaction or modify an existing one. Then click on Categories field to bring up the list of categories. At the very top of the list, you should see the following:
With this check box empty, selecting one category will de-select the previous one so you'll be able to keep just one selected at a time. If you wish to select multiple categories to participate in your split, please put a check in this box and then proceed to click on transactions you want to add to the split.
Once all categories are selected, fill out the remaining details of the transaction and click Next. When you proceed, you'll be asked to assign specific amounts to each split:
Type the amounts into the boxes in order to control the split. Once you modify an amount, the padlock icon on the left will change to red, signalling that the amount is now locked - it won't be modified again as you're changing the amounts of other splits. You can always unlock it by clicking on the padlock icon but this might cause the current amount to be lost.
If needed, you can also change the total amount without going back using the box on top.
Once you set everything as you need, click Save and the category icon for this transaction will change to highlight that it's a split transaction:
Splitting transactions among different accounts
You can also split transactions among different accounts. When creating a transaction, just click on the accounts field and tick the check box - it works just like when splitting transaction among different categories:
- It is not currently possible to split transactions among expense and income categories at the same time.
- It is not currently possible to split transactions among different payees or tags.
- When splitting transactions among different accounts and categories at the same time, you cannot decide which part of the category split goes to which account. You simply split the amounts between the accounts and categories separately.