Split Transactions

What is a Split Transaction?
A split transaction allows you to attribute a single transaction to different causes or programs in your organization. For example, a constituent gives you ...
Fri, 4 Sep, 2026 at 12:34 PM
How do I enter a Split Transaction?
To enter a split transaction, fill in the top part of the form including the type, date, and total amount of the transaction. Complete the other fields as a...
Fri, 4 Sep, 2026 at 12:50 PM
Can I split any transaction type?
Yes, any transaction can be a split transaction. Split transactions are usually applied to contributions to divide the proceeds among different revenue cate...
Fri, 4 Sep, 2026 at 12:52 PM
How do I add a new row for a split transaction?
Below the Split Transaction toggle, click on the blue gift box icon. It will say “Add Split Gift” when you hover over it. 
Fri, 4 Sep, 2026 at 12:54 PM
How will my split transaction appear on the Transaction Grid?
There will be a row on the Transaction grid and the constituent's Transactions tab for every row that appears on the split transaction. This allows you ...
Fri, 4 Sep, 2026 at 12:57 PM
Can I edit a Split Transaction?
Yes, you can edit the information listed in the split transaction grid when you edit a transaction. Click on the amount from the Transactions grid or the co...
Fri, 4 Sep, 2026 at 1:00 PM
Can I delete a row from the split transaction grid?
Yes. Open the transaction to be edited and scroll over to the far right of the split transaction grid. Click on the trash can icon. Click Delete to confirm ...
Fri, 4 Sep, 2026 at 1:02 PM