Can you assign an Expense to multiple categories?

slewalt

I'm wondering how I can assign an expense to different categories & classes. We often purchase things together for different Accounting Categories & Classes and need to be able to split out the costs accordingly for each transaction. 

Katie Oswalt

Hi there, @slewalt ! You can use the split button on your expenses to do so, and then assign the appropriate category and tag(s) to each part of the split expense. You might find this How-to post very helpful: 

How-to: Split expenses on the web and mobile app

slewalt

I don't have a split button on my app or desktop, but my co-worker does on her app. Is it something that admin has to turn on?

Ted Harris

Hi @slewalt - the only transactions which cannot be split right now are Expensify Card transactions, but all other transactions can be. If you're not seeing the button, add a screenshot and we'll see if we can figure out what we're missing here!

slewalt

That's strange because my co-worker uses an Expensify Card only & she is able to split the transactions. Here is a screenshot from my app.

[SCREENSHOTS DELETED]

Michael Haxhiu

Hm interesting! Can you please provide me with a screenshot of what your colleague is seeing and her email address? We are in the process of building a feature to split Expensify Card transactions, but it's currently not possible. That should explain why you are unable to split that transaction in your screenshot.

slewalt

Her email is [email protected]

[SCREENSHOTS DELETED]

Ben Fitz

Thanks for getting back to us, @slewalt! 

That is quite curious — though we are currently building out the split functionality to work with Expensify Card transactions, this isn't currently supported, so [email protected] should not see this button. 

Would you be able to ask her to reach out to [email protected] with this screenshot? We'll be able to get our engineering team to take a closer look here. 

But rest assured — your inability to split the transaction right now is by design, not in error. Keep an eye out on the Community, because we should be announcing the ability to split transactions very shortly!

As an aside, if you'd like us to remove/delete the screenshots above so that they aren't public, let us know! 

slewalt

Yes, please remove the screenshot above for me if you can.

Also, what's the status on the split feature for Expensify Cards? We now have all of our staff set up with them & will need to be able to split transactions for purchases this month.

Ted Harris

@slewalt - the split feature for Expensify cards is still very much in the early development stages. I'd keen an eye on our Product Updates blog for any posts about that - it's certainly very unlikely to be this month.