How To Use The Transaction Splitter From Tiller Labs

Overview

Sometimes it’s nice to break up a single transaction into multiple categories.

  • You get cashback at the grocery checkout and want to split the transaction between your Grocery and Cash categories
  • You make a large purchase on Amazon and want to bucket the computer, dog food and bedding purchases by category (rather than having just one large, ambiguous line item)
  • You consolidate a shared dinner with friends onto your credit card and receive cash to cover your friend’s portions

With the Transaction Splitter in the Tiller Labs add-on, it’s really easy to split transactions between multiple categories.

Transaction Splitter Features

  • Breaks transactions into as many splits as you need
  • Calculates & pre-populates remaining balance as splits are added
  • Alerts when splits don’t total original line item
  • Optionally adds Note to memorialize split details

How To Use the Transaction Splitter

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The Transaction Splitter is available within the Tiller Labs add-on.

You can use the workflow using the following steps:

  • Open your Tiller spreadsheet.
  • Navigate to your Transactions sheet. Select a cell in the transaction row you wish to split.
  • Select Add-Ons → Tiller Labs → View Solutions.
  • Once the sidebar loads, select Tools.
  • Select Split Transaction. The add-on will pull in the selected transaction from the Transactions sheet.
  • Select a split category from the dropdown and update the split amount.
  • Click add-split to add a new split row if another split is needed.
  • Repeat the split creation steps as many times as needed.
  • Click Split Transaction to write the splits to your Transactions sheet.
  • If you wish to create more splits, select a different row in the Transactions sheet then click “Get Selected Transaction” to pull it into the splitter.
  • When you are finished creating splits, click “Done”.

Transaction Splitter Notes

  • New splits will prepopulate with the remainder between the original transaction amount and the sum of your splits. For this reason, it usually works best to add known quantities as the first splits and let the splitter calculate the remainder for a catch-all final category. (For example, if I spend $105.61 at the grocery store with $40.00 cash back, it is best to enter the $40.00 split first, then let the Add Split operation calculate the balance so I can categorize what’s left as Groceries.)
  • If you create more splits than you need in the sidebar, you can delete them by clicking the red-X icon.
  • The workflow requires a Transactions sheet with the following columns Description, Amount, Category, and Transaction ID. The Transactions Note column is optional.
  • The workflow requires a Categories sheet with a Category column.
  • If your Transactions sheet has a Notes column, the splitter will memorialize splits by appending a note that looks like: $50.00 of $100.00 split from “Whole Foods” transaction on Dec 11, 2019
  • The Tiller Labs Transaction Splitter is a refreshed build of the older Tiller Splitter in the G Suite Marketplace.

Let us know if you have any questions or improvements.

Randy

Hi Randy,

Is there a way of making the colour of the split cells in the transactions sheet a different colour to show at a glance which transactions have been split?

Obviously I could do this manually but it would be nice to have the line items automatically colour when the split was performed with the splitter tool.

Cheers
Brian

The Tiller Labs Splitter doesn’t do this out of the box but you should be able to build conditional formatting to accomplish this. For example, I’m noticing the Note column is rendered with text like this:

$1,000.00 of $1,590.00 split from "External Deposit - Bill.com Inv #100" transaction on Dec 30, 2019

What if you created a conditional formatting rule to color the row if the Note column contains the text “split from”?

Let me know if it works.
Randy