Splits | Accountants | Kick Docs

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Splits let you break a single transaction into multiple line items, each with its own category, entity, or class assignment. This is useful when a single charge covers multiple expense types, needs to be allocated across entities, or includes components that belong on different parts of your financials (e.g., a loan payment with principal and interest).

Splitting a Transaction ManuallyDirect link to heading

1. Select the transaction from the Transactions tab.

2. Click the Split transaction icon in the transaction footer.

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

4. Assign a category (and optionally a counterparty, class, or entity) to each line.

The split amounts must add up to the original transaction total.

To undo a split, select the transaction and click Unsplit. The transaction will revert to a single line item.

Split by Amount vs. PercentageDirect link to heading

You can split by fixed dollar amounts or by percentage — whichever fits the use case:

• By amount — Best when you have exact figures (e.g., a loan payment where the amortization schedule gives you a specific principal and interest breakdown).

• By percentage — Best for recurring allocations (e.g., splitting shared expenses across entities based on ownership or usage).

Splitting Across EntitiesDirect link to heading

Splits can allocate portions of a transaction to different entities within the same workspace. For example, if a shared expense like rent or a software subscription covers multiple businesses, you can split the transaction and assign each portion to the relevant entity.

When you split transactions across multiple entities, Kick automates the intercompany payable and receivable journal entry creation for you so everything is tracked correctly on your Balance Sheets.

Automating Splits with RulesDirect link to heading

For recurring transactions that always need the same split, create a Split Rule to handle it automatically.

Split Rules run when new transactions sync into Kick or when a new rule is created. You can set conditions based on description, amount, vendor, or other transaction attributes, then define the split allocation.

Examples:

• Split Anthem Blue Cross transactions between Health Insurance and Fees by amount

• Split a bookkeeping fee evenly across 3 business entities by percentage

• Move 50% of Travel expenses to Personal

Integration SplitsDirect link to heading

Some integrations automatically split transactions when connected:

• Stripe — Splits payouts into gross revenue, fees, and net. Also splits invoice line items and Stripe Capital loan payments.

• PayPal — Splits payments into revenue and fees.

• Gusto — Each payroll run splits as a single split transaction, breaking out wages, payroll taxes, employee benefits, and other payroll-related expenses.

These splits happen automatically once the integration is fully synced. If you've connected an integration but don't see splits, verify it's connected as a direct integration (not just reflected through a bank feed) and allow up to 24 hours for processing.

Things to Keep in MindDirect link to heading

• Splits on locked transactions cannot be modified or undone.

• Split activity is logged in the Activity tab for audit purposes.

• Each line of a split can have its own class assignment, which is useful for department or project-level tracking.