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How to Split, Duplicate, and Merge Transactions

If you have Portfolio level expenses or transactions that cover more than one Property, you may want to "Split" them for better reporting.

Updated over a week ago

Stessa allows you to manage Portfolio-level expenses and multi-property transactions with features like Split, Duplicate, and Merge. These tools help ensure your reporting remains accurate and aligned with your accounting preferences.

How to Split a Transaction

Use the Split function to divide a single transaction into multiple parts across properties, categories, or income/expense types.

Steps to Split a Transaction:

1. Go to the Transactions page.

2. Select the checkbox next to the transaction you want to split.

3. Click the "Split" button at the top right (next to Edit, Duplicate, and Delete).

4. In the split window:

  • Amounts are evenly divided by default, but you can edit the amounts manually

  • Click “Add Split” to divide into more than two parts (up to 20 splits)..

  • To convert an expense into income, enter a value under the “Money In” column.

5. You can also edit the following by simply clicking the field:

  • Description

  • Category

  • Property assignment

The “Save” button becomes active only when the total of the child transactions matches 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 the Duplicate function to quickly create a copy of an existing transaction.

To Duplicate a Transaction:

  1. Select a single transaction using the checkbox.

  2. Click the “Duplicate” button at the top.

  3. The duplicate will appear above the original transaction.

  4. Click on 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've split a transaction by mistake or want to consolidate two or more transactions into one:

To Merge Transactions:

  1. Select two or more transactions using the checkboxes.

  2. Once multiple transactions are selected, the "Split" button changes to "Merge."

  3. Click "Merge", then fill in the final details for the resulting merged transaction.


FAQ: What Types of Transactions Should You Split?

Splitting transactions can improve the accuracy of your reporting when you manage multiple properties in a portfolio.

Common use cases for splitting:

  • An insurance policy covering multiple properties.

  • A mortgage secured by more than one property.

  • Shared overhead expenses like:

    • Mileage and travel

    • CPA or legal fees

    • Office supplies

How to Allocate Split Amounts:

You can choose a method that fits your strategy, such as:

  • Square footage

  • Relative property value

  • Acquisition cost

Consistency is key. Choose one method and apply it across all similar transactions to enable reliable monthly and yearly comparisons.


Need Help?

For tax or accounting-specific advice, consult your CPA.


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