How to split expenses by category
PURPOSE
Splitting expenses helps assign costs correctly when one receipt includes multiple categories.
WHEN TO SPLIT
Split a receipt when it includes different cost types, departments, projects, clients, taxable items, or personal and business items.
HOW TO SPLIT
Use the receipt details to allocate amounts accurately and add notes explaining the split.
CHECK TOTALS
Make sure split lines add up to the receipt total.
BEST PRACTICE
Separate personal purchases from business purchases whenever possible.