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How can I split an expense? Can I split it between multiple businesses or clients?
How can I split an expense? Can I split it between multiple businesses or clients?
Updated over a week ago

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

  1. Navigate to the Expenses tab

  2. Tap on the transaction that you want to split

  3. Toggle ON ‘Split Expense?’

  4. 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’

  5. By default, the expense splits in half but you can edit the amounts by tapping on them

  6. Once you’ve finished splitting the expense, tap ‘Save’

On the Web App

  1. Navigate to the Expenses Dashboard

  2. Click on the transaction that you want to split

  3. Click the ‘Split’ button in the top right

  4. 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’

  5. By default, the expense splits in half but you can edit the amounts by clicking on them

  6. Once you’ve finished splitting the expense, click the ‘Save’ button

  7. 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 be listed as separate transactions, but if you click to edit it, you’ll see the single transaction.

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