Create or Clear a Split Expense

Use the Split Expense feature to add a single entry from the same receipt that has multiple categories. For example, when printing documents or fliers for advertising, and also purchasing pens and folders as office supplies.

Access Expenses from the Business Tools menu, select Expenses (or from Reports - Tools group on the main toolbar, click Expenses).

Split a New Expense Entry

1. Click  to create a new entry.
2. Enter applicable information such as Pay To, Check #, Date, and the total amount of the expense being entered, in the Amount field.
3. Click the  Split... button to create an entry that includes multiple categories.
4. On the first row in the Split Expense grid, select the first category in the Category field. If desired, enter notes about that portion of the transaction in the Memo field.
5. In the Amount field, type the transaction amount for that category.
6. Repeat the previous two steps, adding new rows as necessary until you've split out the entire transaction amount.
7. When finished, click  OK  to save and close the form, then click  Save  in the Expenses form to finish saving the transaction.

Clear a Split

1. Click  to create a new entry.
2. After entering the Pay To information, next to the Split button, click  and choose Clear.
3. Continue entering other applicable Memo, Category, Check #, Date, and Amount.
4. When finished, click  Save  .

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Additional Information:

• Find and Edit an Expense Entry
• Expense Categories, Payees & Filters
• Detailed Expense Listing
• Expense Reports