Expensify Card - split expenses into multiple categories

msdKY

The Expensify Card is new, but it does not support splitting expenses into multiple categories. The functionality is there, and I assume it works with other cards. Please consider adding the basic functionality to Expensify Card expenses. Thanks.

srehbein1

We would definitely need that functionality, especially for lodging transactions.

Amanda DeWitt

Hey @srehbein1!

Thanks for the feedback! Definitely something that would be a great addition to the Expensify Card! If you haven't already, be sure to vote on this post so we can have a better idea of the demand.

Let me know if you have any other questions!

coltonshaw06

Please, please, please add this.

MikePvd

This function is critical to my team's use of Expensify. Splitting expenses is essential to our bookkeeping process because of the way we budget for multiple locations and subsets within our organization.

If we can't do this with the Expensify card, we will almost certainly go back to our old method of using our old credit card company and importing the credit card statements into reports. This wasn't a bad process necessarily, but we had high hopes for the more streamlined functionality the Expensify cards would bring.

Dynamix_WW

This is a feature that our company uses extensively. Not having this functionality is a major set back in our Expensify experience. We have had to go back to our old Master Cards for a few employees because of how often they use the split feature. This oversight needs to be corrected ASAP!

msdKY

I suppose I can't vote again, but I totally agree with Dynamix_WW and continue to be mystified that this fundamental feature is not available. Thanks.

bwimberley

The ability to split expenses for Expensify Card charges is not just a nice to have feature, but essential. Hopefully, this will not take a year to implement. This needs to be corrected ASAP, if not sooner please.

Paulh

As others have stated, this is not just a want, but a definite need.

Please implement ASAP!

Jason Li

Thanks for your feedback and use-case scenarios everyone! As Amanda mentioned, the Expensify team are continuing to track demand for this feature - we appreciate everyone's input here!

Wasatch_Academy

The ability to split credit card transactions into multiple categories is an essential function of our accounting system, so the Expensify card is of no value to use without this capability. Therefore, I am displeased that Expensify will begin assessing a surcharge to process non-Expensify credit cards.

Dynamix_WW

Tracking demand for adding back functionality that should have been included in the first place seems odd...

https://community.expensify.com/discussion/comment/14983#Comment_14983

Travis_W

This seems like functionality that should have been included in the first place. If it can be done for transactions coming from existing credit/debit cards, it seems like it should have been part of the Expensify card transaction functionality.

At any rate, this needs to be implemented ASAP.

JenMSUUM

At some point we will need to get rid of our Expensify Cards if this isn't added. Thank you.

FoxWolf

We just switched our business credit cards to the Expensify card for the added functionality and were disappointed to find that splitting expenses to different categories was actually a function that had been taken away by using the Expensify card. You would think the most functionality would be given to the Expensify card user. We will be weighing the pros/cons to decide if going back to another card is better.

We hope you can add this functionality so we do not need to do that!

Thanks!

the_jason

I just came across this topic while researching the new Expensify Card and I agree that the ability to split expenses is vital. I offer some suggestions for Expensify to consider:

Is there a way you can enhance the Expensify experience so that the original transaction retains the original amount, for the purposes of records and reconciliation?

But separately, offer the ability to have different "line items" for the transaction for accounting purposes. This is the most common method used in accounting systems and works really well. That way we an have multiple amounts, categories, classes, descriptions, etc. all while leaving the original transaction record intact.

That way you are not actually splitting the actual transaction record, but only the sub-sections for accounting purposes.

Thoughts?

Rachael Hopkins

Wow @the_jason great ideas there - love it! Thanks for contributing to the conversation!

My initial thoughts are it could take some exploration of what would happen at the accounting integration ends, but I like where you're going with this!

STBCoffice19

We would absolutely need to be able to split expenses using the Expensify card. The whole point is ease of use for our employees - if we can't split expenses that adds up to more work for them, not less. Could be a deal breaker for sure

Sara Jacobson

Hi @STBCoffice19 👋

If you haven't already, be sure to vote on this post so we can have a better idea of the demand. My team is looking into this as we speak!

Thank you!

Ray_M

If users are able to "Split expenses" before we started using the Expensify Card, it would follow that we should have the same functionality for Expensify card transactions as well - for all the tactical reasons outlined by my colleagues. Philosophically, any functions available to the users before switching to the Expensify card should be available for Expensify card users as well

acsmilesconsulting

Yes, this really needs to be included ASAP. How do I vote on this topic? I see it on the comments but not on the original

Michael Haxhiu

@acsmilesconsulting Are you having a hard time voting by clicking the up-arrow at the top of this post?

CM_Director1

Splitting cost codes is not a want, it's a need. I purchase for several different cost codes with our Expensify card. I have to make several different purchases/transactions to divide cost codes. I was able to use the split function when I used our business credit card. Thank you!!

ChristinaB

I could really use the ability spilt costs from one expense not only into different categorizes, but also different tags. We do manufacturing and one bill usually has parts for different customer builds. This would be a HUGE time saver. I'm currently having to import the expense under a generic customer and then allocate manually. Thank you!

joshuastreet

Need this ASAP!

Rachael Hopkins

Thanks @joshuastreet 😂 - it's probably time for an official update! We're still in the process of designing the solution. Specifically we're trying to balance splitting the expenses without inadvertently creating havoc for the Admin who needs to reconcile them at the end!

In short, it's still a work in progress!!