There are certain situations in which you may need to split your expenses. These include:
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
On the Mobile App
On the Mobile App
Navigate to the Expenses tab
Tap on the transaction that you want to split
Toggle ON ‘Split Expense?’
Two line items will appear and prompt you to select a category for each; if you need it split more than two ways, tap ‘+ Add New’
By default, the expense splits in half but you can edit the amounts by tapping on them
Once you’ve finished splitting the expense, tap ‘Save’
These split expenses will be listed as separate expense entries on the ‘Reviewed’ screen of the Expenses tab.
On the Web App
On the Web App
Navigate to the Expenses Dashboard (Free & Premium)/Money Out Dashboard (Pro)
Click on the transaction that you want to split
Click the ‘Split’ button
You’ll get a pop up with two line items that prompt you to select a category; if you need to split more than two ways, click ‘+Add New’
By default, the expense splits in half but you can edit the amounts by clicking on them
Once you’ve finished splitting the expense, click the ‘Save’ button
If you need to split an expense between multiple businesses or clients, toggle on the ‘Split by business’ toggle
In your expense list, the split expense will display a double chevron icon, indicating that they can be expanded to view or edit the individual splits of the transaction.