Split an expense

How to split an expense into multiple line items

Updated over a week ago

If you pay for a purchase using your Expend card and the items belong to different categories or projects, you can create separate lines for these. Each can have a different category and tax type. In this way, the expense is “split” into multiple items/lines.

To split an expense, do the following:

On the dashboard

  1. In the dashboard menu, click My Expenses, and then select the expense.

  2. Click Complete This Expense, or click Edit if you've already entered some details.

  3. Click Add Split (below any existing items), then enter the amount, select the category and tax type, and optionally provide additional details such as tracking information and a note.

  4. Click Save.

You can also amend these items as required. To delete an item, open the expense and click Edit. Go to the item you want to remove and click the 🅧 button. Click Save when you are finished editing.

In the Expend app

  1. On the Expenses screen, select the expense.

  2. Tap Add Split at the bottom of the expense.

  3. Enter the amount, select the category and tax type, and optionally provide additional details such as tracking information and a note.

  4. Tap to save the expense.

You can also amend each item as required. To delete an item, tap the 🅧 button.

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