Currently, OFX does not support splitting a single expense entry across multiple categories within the same transaction. Each expense entry can only be assigned to one category at a time. If you need to allocate an expense to more than one category, you will need to create separate expense entries for each portion and assign each to the relevant category.

Why is this important:

Understanding this limitation helps you maintain accurate financial records and ensures your expense reporting aligns with your business needs. Creating separate entries for each category allows for clear tracking and reporting, especially when reconciling with accounting software like Xero.

Related FAQ Articles:

• How to set up custom expense categories?

• How does the Xero Integration work for expenses

• How do I categorize Expenses?