SavePoint Deep Dive: Split Transactions

SavePoint Deep Dive: Split Transactions Break a single transaction across multiple categories for accurate budget tracking. One receipt, multiple expense types, all tracked correctly. TIMESTAMPS 0:00 Introduction to Splits 0:31 Viewing Split Transactions 0:56 Creating a Split 1:22 Adding Split Rows 1:49 Dollars vs Percentages 2:16 Progress Bar 2:40 Creating Splits from Transaction Form 3:02 Even Split Feature 3:23 Validation 3:47 Removing a Split 4:15 Reassigning Category 4:39 Splits in Reports and Budget 5:10 Export Behavior 5:30 Conclusion WHAT THIS VIDEO COVERS - Split badge identification in transaction table - Expandable split rows showing category, amount, and notes - Branch icon to create splits - Dollar amount or percentage mode - Mix and match dollars and percentages - Progress bar showing allocation status - Even split feature with automatic rounding - Clear button to reset splits - Validation before saving - Removing splits and reassigning to single category - Splits flow into all reports and budget - Export with split group column Accuracy where it matters. Control when it matters. 🆓 Try SavePoint Free: https://savepointfinance.com/trial 🛒 Purchase SavePoint: https://savepointfinance.com/purchase 💬 Join our Discord: https://discord.gg/T4ZSNk8TT7