Splitting a transaction and clearing the review queue
One payment that was really two things, and the short pile of payments waiting for a category. How to split, how to review quickly, and how to save a rule.
In the app: Spending, Transactions
Two small habits keep your spending figures true. Split the payments that were really more than one thing, and clear the short pile of payments that are waiting for a category. Both live under Spending, Transactions.
Splitting a transaction
One tap at the supermarket can be groceries and cleaning products and a birthday present. Left whole, it makes Groceries look bigger than it was. Split, each part counts where it belongs, and the totals do not change.
- Open the transaction and choose Split.
- Give each line an amount and a category. Add a note if it helps. Use Add line for more; a split can have up to twenty.
- Watch the line under the list. It says how much is left to assign, and it has to read Adds up to the full amount before you can save.
Supermarket, A$129.73
- Groceries A$77.84
- Household Cleaning and laundryA$51.89
- Adds up toA$129.73
What a split does and does not change
- The transaction is still one row in your list, marked as split. Its lines are what count in Spending, in Reports and in what is safe to spend.
- The total you spent is exactly the same. Only the categories change.
- To change or remove a split, open the transaction again and choose Edit split.
- If your bank later changes the amount, Clementine asks you to check the split. Until you do, the whole amount counts under its original category.
Two things cannot be split: a transfer between your own accounts, and a payment that is still pending at your bank.
The review queue
New payments from your bank wait in the review queue until they have a category. If you have used AI sorting or saved rules, most arrive already sorted and the queue is short.
On a phone
- Swipe right to accept the category Clementine suggests.
- Swipe left to choose a different one.
- Every change shows an Undo for a few seconds.
With a keyboard
| Key | What it does |
|---|---|
| J or ↓ | Next payment |
| K or ↑ | Previous payment |
| R | Accept the suggestion |
| E | Choose a category |
| S | Split it |
| X | Select it, to do several at once |
| Enter | Open or close its details |
Where suggestions come from
Only from you: a rule you saved for that payee, or the category the payment is already filed under. Clementine does not guess from the bank’s wording and present the guess as a suggestion. When there is nothing honest to offer, the row says No suggestion yet and asks you to choose.
Saving a rule
When you choose a category for a payment from a payee Clementine can recognise again, it offers Always do this. Say yes and it tells you how many past payments the rule would also change, before it changes them. From then on, payments from that payee arrive sorted.
Rules never touch transfers or split transactions. You can see and edit them under Spending, Categories.
Clearing the lot
If the categories in the queue are already right, Mark all as reviewed confirms them in one go. Nothing is recategorised: each payment keeps the category it has, and you can undo straight after.
When the queue is empty it says so: every payment has a category, and new ones from your bank will wait there.
Keep reading.
- Invoices, GST and the BAS worksheet
Send an invoice, turn GST on if you are registered, claim the GST in what you buy for work, and read the worksheet for each BAS before you lodge it yourself.
- Setting aside tax
When an invoice is paid, part of it is not yours. How to choose a rate, where the money goes, and what Clementine does and does not do with it.