With Hurdlr, you have the option to split your expenses. There are few different situations where you may need to use this feature:
A single purchase that includes both business and personal items. For example, if you have an Airbnb that you rent out for part of the month and you live in for the rest of the month, you can split your cable bill between business and personal expense categories.
A single purchase that includes items that fall into multiple business or multiple personal expense categories. For example, if you place an online order that includes supplies for your office, but also business gifts for your client, you can split the expense between multiple business expense categories.
A single purchase that is for multiple businesses and/or clients. For example, if you go to a home goods store and purchase items to stage a home for your real estate business and also purchase items for your rental property, you split the expense between your two businesses.
To split an expense between business and personal categories or to split an expense between multiple business or personal categories, follow these steps:
Go to the Expenses tab and tap or click on the expense
Toggle on the split expense option. If the expense is already tagged as Personal, tap or click "Business" to make the split expense toggle appear.
Two line items will be listed and prompt you to “Select a Category.” If you need to split it more than 2 ways, you can tap "+Add New"
By default, the expense total will be split evenly between your line items, but you can tap the amount to edit the amount attributed to each line item
When you tap “Select a Category” you’ll be prompted to choose whether you’d like to select a business or personal category (you’ll be prompted to choose this for each line item)
You can then select the Category
When you save, the expense will be split into separate transactions based on how you divided it.
To split an expense between multiple businesses and/or clients, follow these steps:
Tap or click on the expense
Toggle on the split expense option
After toggling on the split expense option, an option to split by business will appear. Toggle that on as well
Two line items will be listed and prompt you to “Select a Category”. If you need to split it more than 2 ways, select "+Add New"
By default, the expense total will be split evenly across your line items, but you can tap the amount to edit the amount attributed to each line item
When you tap “Select a Category”, you’ll be prompted to choose whether you’d like to select a business or personal category (you’ll be prompted for this for each line item)
If you select “Business”, you’ll be prompted to choose the business category, business, and client (if applicable)
When you save, the expense will be split into separate transactions based on how you divided it.
