split-transaction
How to Split a Transaction in Money Pro
To split a transaction in Money Pro, click on the transaction in the Expenses view, select Split instead of Business or Personal, enter the dollar amount for the business portion and the personal portion, then save. Use this when a single purchase includes both business and personal items.
When to Use Split
Split is useful when one transaction legitimately covers both business and personal spending:
- You bought office supplies and personal items in the same Target run
- You used your business card to pay for a business dinner that included a personal item
- A subscription covers both business and personal use (e.g., a phone plan split by usage)
Step-by-Step: Split a Transaction
- Go to Expenses in Money Pro
- Click on the transaction you want to split
- Instead of clicking Business or Personal, click Split
- Enter the dollar amount for the business portion
- Enter the dollar amount for the personal portion
- The two amounts must add up to the transaction total
- Select the expense category for the business portion
- Add notes if helpful (e.g., "Office supplies $23.50, personal snacks $6.50")
- Click Save
After splitting, the business portion appears in your expense reports; the personal portion is excluded.
Frequently Asked Questions
What if I'm not sure of the exact split?
Use your best reasonable estimate. The IRS accepts reasonable estimates when you can't determine the exact split. Document your reasoning in the notes field.
Can I split a transaction that came from a bank sync?
Yes — synced transactions can be split the same way as manually entered ones. Click the transaction → Split → enter amounts.
What if I need to un-split a transaction?
Click on either portion of the split transaction and look for an option to edit or reverse the split. If you can't find it, contact support — we can help you correct the transaction.