Stessa lets you manage portfolio-level expenses and multi-property transactions with Split, Duplicate, and Merge. These tools help keep your reporting accurate and aligned with your accounting preferences.
How to Split a Transaction
Use Split to divide a single transaction into multiple parts across properties, categories, or income/expense types.
Go to the Transactions page.
Select the checkbox next to the transaction you want to split.
Click the Split button at the top right (next to Edit, Duplicate, and Delete).
In the split window:
Amounts are divided evenly by default, but you can edit them manually.
Click Add Split to divide into more than two parts (up to 20 splits).
To convert part of an expense into income, enter a value in the Money In column.
You can also click any of these fields to edit them: Description, Category, and Property assignment.
The Save button only becomes active when the split amounts add up to the original transaction amount.
Tip: If your newly split transactions don't appear, check that your current filters on the Transactions page allow them to display.
How to Duplicate a Transaction
Use Duplicate to quickly create a copy of an existing transaction.
Select a single transaction using the checkbox.
Click the Duplicate button at the top right of the transactions table.
The duplicate appears above the original transaction.
Click any field (date, description, amount, etc.) to edit the copy.
Note: You can only duplicate one transaction at a time.
How to Merge Transactions
If you split a transaction by mistake, or want to combine two or more transactions into one:
Select two or more transactions using the checkboxes.
When multiple transactions are selected, the Split button changes to Merge.
Click Merge at the top right of the table (between the Edit and Delete icons).
Fill in the final details for the merged transaction.
FAQ: What Types of Transactions Should You Split?
Splitting transactions can make your reporting more accurate when you manage multiple properties in a portfolio.
Common use cases
An insurance policy covering multiple properties
A mortgage secured by more than one property
Shared overhead, like mileage and travel, CPA or legal fees, and office supplies
How to allocate split amounts
Choose a method that fits your strategy, such as:
Square footage
Relative property value
Acquisition cost
Consistency is key. Pick one method and apply it to all similar transactions for reliable monthly and yearly comparisons.
Need Help?
For tax or accounting-specific advice, consult your CPA.