I'm using an expensify card for some transactions and they show up strange in my accounts

Hi there, jwir3.

Welcome to the QuickBooks Community. I appreciate you for sharing detailed information about your concern. With this, I'll ensure you're able to reconcile the expenses in Expensify in order to split the bundled transactions in QuickBooks.

There's a Split feature in QBO that allows you to split transactions, such as a large business travel expense between multiple accounts for better tracking. I suggest using that option to break down the bundled transactions before reconciling them.

Here's how:

1. Go to the Banking menu. Then, choose the Banking section.
2. Go to the ​For Review​ tab.
3. Select the downloaded Expensify transaction to expand the view.
4. If the option in the Action column is Match, change the Find match to Categorize.
5. Select Split next to the Add button. Then, it opens the Split transaction window.
6. Choose the Categories (the accounts) you want to split the transaction into.
7. Record an amount for each split.
8. Select a Vendor for each split.
9. Hit Apply and accept.

Once done, you can now reconcile your transactions. You can click this article to see the detailed steps on how to perform the process: Reconcile an account in QuickBooks Online.

Please refer to this article to view information on how the reconciliation report summarizes the beginning, ending balances, and lists which entries were cleared and were left uncleared when you reconciled: How do I view, print, or export a reconciliation report?.

Keep in touch if you need further assistance with this, or if there's anything else I can do for you. I've got your back. Have a good day.

Oh, I don't think I was very specific. The problem is that Expensify doesn't group the transactions in a report. In other words, in Expensify, I have a series of transactions that were made on the card. For example, one might be for $50, one for $25, and one for $75. But, Expensify then makes all of these a single transaction to my bank. So all i see is a single $150 transaction which I have to manually split as you mentioned.

But, the expenses show up in Expensify as separate expenses. Is there any way to automate this splitting? Or at the very least, see which expenses were grouped into a transaction in Expensify?

Hi there, jwir3.

Allow me to chime in and add additional information about Expensify in QuickBooks Online (QBO

In QuickBooks Online, we can't control if the bank bulks the extensify transaction.QuickBooks will display the description based on what the bank had provided. The best way is you can do the manual split and create bank rules. These rules let you split a transaction and categorize it per class. 

I've also added these articles for more details about banking:

• How to set and use banking rules for downloaded transactions

• Assign, categorize, edit, and add your downloaded banking transactions

I'm just a post away if you need anything else. I want to ensure you're all set. I'll be always around ready to help.