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
Noteto memorialize split details
How To Use the Transaction Splitter
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”.
How it works
- 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
Transaction ID. The Transactions
Notecolumn is optional.
- The workflow requires a Categories sheet with a
- If your Transactions sheet has a
Notescolumn, 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.
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