Creating Splits

Sometimes a single payout needs to be split across multiple prop firms or categories. PropFlow makes this easy.

When to Use Splits

Common scenarios for splitting:

• Multiple firms, one deposit: You received payouts from several firms in one bank transfer
• Partial categorization: Part of a payout is profit, part is a refund
• Tax purposes: Separating business and personal portions

How to Create a Split

1. Navigate to the Transactions page
2. Find the payout transaction you want to split
3. Click on the transaction to open the details panel
4. Click the Split button
5. In the split dialog:
   • Select a prop firm for each portion from the dropdown
   • Enter the dollar amount for each portion
   • Click Add Split to add more rows (minimum 2 required)
   • The total must equal the original transaction amount exactly
6. Click Save Split when the amounts balance

Split Rules

• Minimum of 2 split portions required
• The total of all splits must equal the original transaction amount exactly
• Each split portion must have a different firm assigned (no duplicates)
• The original transaction will show with "Split" status
• Split transactions appear individually in dashboard analytics by firm

Managing Splits

Viewing Splits

• Split transactions show a "Split" badge in the transaction list
• Click on a split transaction to see the breakdown of amounts by firm
• Each portion appears separately in your firm breakdown analytics

Editing Splits

1. Click on the split transaction to open the details panel
2. Click the Edit Split button
3. Adjust amounts or change firm assignments
4. Ensure the total still equals the original amount
5. Click Save Changes

Removing Splits

1. Click on the split transaction
2. Click the Delete Split button
3. Confirm the deletion
4. The transaction returns to "Needs Review" status for reassignment

Best Practices

• Review splits during tax season for accuracy
• Use consistent firm assignments across similar splits
• Remember: each split portion must be assigned to a different firm