---
title: "Splitting Transactions"
slug: "splitting-transactions"
updated: 2026-08-09T20:21:29Z
published: 2026-08-09T20:21:29Z
canonical: "help.infoodle.com/splitting-transactions"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.infoodle.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Splitting Transactions

When a single payment covers multiple account codes, campaigns, or transaction types, you can split it into separate transaction lines. For example, a $1000 deposit might need 100 allocated to one account code and 900 to another. infoodle lets you split a transaction into as many lines as you need.

## Two ways to split a transaction

You can split a transaction in two different places depending on where you are in the process:

1. **When entering or editing a transaction** — add extra transaction lines directly in the Transaction Details section.
2. **When reconciling** — use the Split option on the reconcile screen to divide a bank import line across multiple contacts or account codes before reconciling.

---

## Splitting an existing transaction (Transaction Details)

1. Open the transaction you want to split. You can do this by:
  - Navigating to **Finance** → **Transactions**, finding the transaction, and clicking the **pencil (edit) icon**.
  - Or entering a new transaction via Finance > Add Transaction.
2. In the **Transaction Details** section, set the **Total Amount** at the top. A blue **Amount to allocate** indicator shows how much of the total has not yet been assigned to a transaction line.
3. To add another split line, click **+ Add Split** in the top-right of the Transaction Details section. A new transaction line block will appear.
4. To remove a split line, click the **red bin (delete) icon** on the right-hand side of that line's header.
5. Continue adding lines until the **Amount to allocate** indicator reads **$0.00**. The **Save Transaction** button (bottom right) only becomes active once the total across all lines equals the Total Amount.
6. Click **Save Transaction** to save.

![Image](https://cdn.document360.io/d198920d-a212-4177-85f9-e1abc92e7ab3/Images/Documentation/image-ISDHLNMP.png)

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The amount badge on each transaction line header (e.g. $100.00) updates as you enter the amount, giving you a quick visual check of how much each line is allocated.

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## Splitting when reconciling

When reconciling bank import lines, you can split a transaction across multiple contacts or account codes before reconciling it.

1. Go to **Finance → Reconcile**.
2. Find the bank import line you want to split and click **Split**.
3. For each split:
  - Search for the **contact** this portion relates to.
  - Enter the **Amount** for this split.
  - Choose the **Type** (Account code, Stock item, Event, Membership, etc.) and select the relevant item from the dropdown that appears.
  - Set **GST**, **Tax rebatable**, **When to receipt**, and **Who to receipt** as required.
4. Click **Create more splits** to add additional lines. You can delete any line with the red × button.
5. The **Still to allocate** amount is shown in red until all of the total has been assigned — make sure this reaches **$0.00**.
6. Click **Reconcile** to finalise.

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**If the transaction has already been auto-reconciled**(e.g. imported from Xero), you cannot split it between multiple contacts from the edit screen — the edit screen only allows splitting within one contact. To split between contacts, you must **first unreconcile the transaction** via the Transaction Status screen, then split it using the Reconcile screen as above.

#### What if I need to split across different people (collective transaction)?

If the one bank deposit represents gifts from multiple individuals, enable the **Collective Transaction** option on the transaction. **Tick Allow line-specific recipients** and receipt settings in the **Transaction Settings** section — this lets each transaction line have its own donor, receipt timing, and receipt recipient. See [Editing a Transaction](/v1/docs/editing-a-transaction) for more detail on Collective Transactions.

![Image](https://cdn.document360.io/d198920d-a212-4177-85f9-e1abc92e7ab3/Images/Documentation/image-T038P4JD.png)