[Now available on iOS and Desktop]
You can now split a single expense across multiple properties when reconciling a transaction from the bank feeds.
This update allows you to assign a single transaction to multiple properties and categories. You can’t at this time split income.
How to Split an Expense on Desktop
Step 1: Open the app and navigate to bank feeds.
Step 2: Click on the three dots to the right of the "Reconcile" button and select split.
Step 3: The system will automatically split it into two equal expenses. You must select a property and category, and you can choose whether it is a Capital Expense or not.
If you want to split it across more than two properties you can manually change the amounts and add as many new splits as you need.
The system will calculate how much of the expense remains unentered - in order to complete this reconciliation there can be no "Split Remaining". You will need to make sure you’ve split the entirety of the expense.
Step 4: Hit “Go” when you’re ready and the system will create expenses as detailed against the properties you selected.
You can view and edit these expenses as you would any other expense by navigating to the property.
Unreconcile a Split Expense
If you erroneously reconciled an expense you can unreconcile by navigating to the “Reconciled” page.
The expenses that have been split will have the split transaction symbol. Select the transaction you want to unreconcile and hit “Continue”. This will unreconcile the expense and remove all of the expenses that were created when you reconciled.