How to split, edit, and revert expenses in New Expensify

Expensify makes it easy to split expenses by dividing a single transaction across multiple expense details like categories, tags, and dates. You can split evenly, by percentage, or by day, helping you stay accurate and compliant with workspace rules.

Who can split expenses

• Submitters can split any posted, editable expense they’ve created
• Approvers can split expenses assigned to them for approval
• Admins can split any expense that hasn’t been fully approved

How to split an expense by amount

This is the default split method.

1. Open an expense and tap More > Split.
2. The split table appears with two equal rows.
3. Tap Add split to insert more rows.
4. Tap a row to update category, tag, date, or description, or remove the split.
5. Tap More > Split evenly to recalculate all editable rows equally. (If some splits are already submitted or approved, only editable rows are updated).
6. Tap Save.

How to split an expense by percentage

1. Open the expense and tap More > Split.
2. The split table appears with two equal rows.
3. Tap % Percentage at the top of the split table.
4. Each row now shows a percentage field.
5. Enter a percentage for each row.
6. Tap Save.

How to split an expense across multiple days

1. Open the expense and tap More > Split.
2. Tap More > Split by days.
3. Select a Start date and End date.
4. Tap Continue.
5. The table fills with a row per day, split evenly.
6. Tap Save.

Note: You can’t manually add or edit rows in this mode.

Validation rules for Split Expenses in New Expensify

Validation rules ensure your splits match the original expense amount based on the expense type. These rules apply whether you’re splitting by amount, percentage or date.

Company card and per diem expenses

• Total of all splits must match the original expense exactly.
• You cannot save if the splits sum to less or more than the original.
• Validation is strict to ensure full traceability for company-paid and company-defined amounts.

Cash and distance expenses

• Total of all splits can be less than or equal to the original expense.
• You can save if the splits sum to less than the original amount.
• You cannot save if the splits total more than the original.
• This validation allows flexibility for submitters to exclude part of the expense.

How to edit a split expense

1. Open a split expense.
2. Tap More > Edit splits.
3. Change the amount directly in the table.
4. Tap a row to update category, tag, date, or description or remove the split.
5. Tap Save.

Note: Splits that are on approved or paid reports cannot be edited.

How to remove a split row

1. Tap a split row to open its edit screen.
2. Tap Remove split.
3. Tap Save.

Note: You can’t remove the last remaining split row.

How to revert a split expense to a single expense

1. Remove all but one split row.
2. Tap Save.

The expense will return to the regular editing view with the last remaining values.

FAQ

Why can’t I edit a split?

Splits are locked if they’re on a report that’s approved, reimbursed, or closed.

Will workspace rules apply to split expenses?

Yes. Each split is treated as a regular expense and follows all workspace requirements.

Can I split a distance or mileage expense?

Yes. You can split distance expenses just like any other expense. However, total distance must not exceed the original value, and rows cannot be split by percentage or date.

Can I assign different tags or categories to each split?

Yes. Each split row can have its own category, tag, date, and description.