Receipt splits
One receipt, several categories. Line items split a single transaction across your budget.
1 min read
The Problem
A single Target charge can be groceries, a birthday gift, and shampoo. Putting it all in one category makes the budget wrong in three places.
What it is
When a receipt is linked to a transaction, its line items split the amount across subcategories. Tax and discounts are spread proportionally. Tip and any remainder stay on the transaction's own subcategory.
The budget, subcategory history, insights, and account flows all count the split amounts. In the transaction list, a split row shows an "N categories" chip, and the detail view groups the split by subcategory.
If you scan a receipt before the bank posts the charge, Copia creates the transaction for you. When the bank charge arrives, it matches the two and keeps your receipt, splits, notes, and tags on the real row.
Receipts are part of the paid plan.
Why it matters
We got tired of choosing one category for a mixed purchase and knowing it was a little wrong. Splits let the numbers match what we actually bought.