Overview
Sometimes a single receipt covers multiple expense types. A dinner with a client might include both client entertainment and team meals, or a supply order may span two departments. Splitting lets you allocate portions of an expense to different categories or departments while keeping everything attached to one receipt.How to Split an Expense
1
Open the Expense
Navigate to Expenses in the sidebar and click on the expense you want to split.
2
Click the Split Button
In the expense detail view, click the Split button. This opens the split editor, which shows the full expense amount at the top and an area to define individual split lines below.
3
Add Split Lines
Define how you want to divide the expense:
- Click Add Line to create a new split entry
- Enter the amount for this portion
- Select a category from the dropdown
- Optionally assign a department
- Repeat for each portion
4
Verify the Total
The split editor shows a running total of all lines. This total must match the original expense amount exactly. If there is a discrepancy, adjust your line amounts until the total balances.
5
Save the Split
Once the total matches, click Save. The expense now displays its split breakdown in the detail view and in any reports it is added to.
Your expense is now split. Each line carries its own category and department for accurate financial reporting.
Editing a Split
To modify an existing split:- Open the expense and click Edit Split
- Adjust amounts, categories, or departments on any line
- Add or remove lines as needed
- Verify the total still matches
- Click Save
Removing a Split
To revert a split back to a single-line expense:- Open the expense and click Edit Split
- Remove all lines except one
- Set the remaining line amount to the full expense total
- Click Save
What’s Next?
Categorize Expenses
Learn about categories and auto-categorization
Create an Expense Report
Add your split expenses to a report