This feature is currently in the beta stage and is not available to all users. Keep an eye out for future updates!
We have added a new feature to allow even more control over how your transactions are tracked within your Personal Capital Dashboard. With the new Split Transaction feature, you can indicate how much of each transaction was used for various categories and see exactly how your money is moving. At this time, the Split Transactions feature is only available on the Web version of your dashboard, so any changes made here will not be reflected in the mobile app. This can have an affect on how your cash flow and performance graphs appear between the two applications.
To get started, locate the transaction you want to split in your Transactions list and click "Split Transaction":
You will be presented with a window similar to the one below. Here you can edit the Category, Tags, and Amount for each split. You can split any transaction up to 5 times, as long as the total amount is assigned and the remaining amount to be assigned is equal to $0:
Once you are done splitting your transactions, scroll down within the window and click save.
The updated transaction splits will now show in your dashboard listed under the full amount:
Changing the categories on these transactions may have an impact on your Cash Flow and Performance calculations so be sure to take this into consideration before making any changes.