Splits

Break a single transaction into multiple line items when a charge covers more than one category or business.

When to use splits

Use splits when a single transaction needs to be divided - for example:

• A charge that covers both office supplies and software

• A shared expense (like rent or insurance) that should be split across multiple businesses

• A loan payment that includes both principal and interest

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Split a transaction

1. Click the transaction to open the details panel

2. Click Split transaction

3. Add line items and allocate each portion by amount or percentage

4. Assign a category to each line

5. Click Save

The split amounts must add up to the original transaction total. To undo a split, open the transaction and click Unsplit.

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Split by amount vs. percentage

• By amount - use when you have exact figures, like a loan amortization schedule

• By percentage - use for recurring allocations, like splitting a shared expense proportionally across businesses

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Splitting across businesses

If you have multiple entities, you can split a transaction and assign each portion to a different business. Kick automatically creates the intercompany accounting entries on both sides - you don't need to do anything manually.

→ Multi-Entity

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Automate with Rules

For transactions that always need the same split - like a recurring insurance bill that's always divided the same way - create a Split Rule to handle it automatically every time it syncs.

→ Rules

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Integration splits

Some integrations split transactions automatically:

• Stripe - splits payouts into gross revenue, fees, and net

• PayPal - splits payments into revenue and fees

• Gusto - splits each payroll run into wages, payroll taxes, and benefits

These happen automatically once the integration is connected.