From Amalgam: Reallocate expenses across classes or other dimensions based on sales or another account.

Reallocate expenses (or other account lines) based on the allocation of another account line across classes, locations, or other dimensions.

To use the template, you’ll pull the P&L using Amalgam where the columns are the dimension of your choosing. This example uses clases. In the Allocation Schedule sheet, you’ll chose the account for which is the baseline of the allocation calculation. Total Income is chosen as a starting point. Below that you’ll select which account you want to reallocate. For us, that’s business insurance.

The template automatically formats the debits and credits to “remove” the existing split of the expense and “reenter” it into the new breakdown. That then feeds the load_JEs tab which populates it right into the accounting system through Amalgam.