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For the complete documentation index, see [llms.txt](https://docs.kick.co/llms.txt). This page is also available as [Markdown](https://docs.kick.co/common-workflows/splits.md).

### 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](https://docs.kick.co/setting-up/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](https://docs.kick.co/common-workflows/rules)

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### Integration splits

Some integrations split transactions automatically:

- [**Stripe**](https://docs.kick.co/integrations/payment-processors) - splits payouts into gross revenue, fees, and net
- [**PayPal**](https://docs.kick.co/integrations/payment-processors) - splits payments into revenue and fees
- [**Gusto**](https://docs.kick.co/integrations/gusto) - splits each payroll run into wages, payroll taxes, and benefits

These happen automatically once the integration is connected.

Last updated 18 days ago