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Editing Imported and Manually Created Expenses

Editing an expense will allow you to change it’s name and any other details of the purchase. For example, sometimes the transactions we import directly from a credit card have too much information and you may want to remove the extra information. Editing expenses is also helpful when you need to split the expense.

Similarly, if you make repeat purchases that must be formatted in a specific way, rules for recurring expenses can be created based on your edits.


Edit the details of Expenses

 

Edit expense details in line

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Hover over an expense and select edit to bring up the expense editor


The Expense Editor

The expense editor allows you to change all aspects of your expense. Whether its setting the date, changing the currency, adding a tag, or providing a comment, this is where you do it. The expense editor is also where you will go when you need to split an expense.

 

 






Split an Expense

Open the expense editor and click split expense. Then, split the expense as many times as needed. Each of the new expenses can be categorized and tagged from this screen. If there is a receipt associated with the original expense, it will now be associated with all of these expenses. 

Many Expensify users use the split expense feature to split the tax portion of the expense from the total. This can be used to meet VAT, HST, GST, or other tax requirements.