In order to use this app, you must be a member of at least one group. Group admins add members by email address, and your account will be automatically linked when you register with the same email.
If you need to create a new group, click the New Group button. Enter the group name, select a currency, and enter your display name for the group. Be aware that the group currency cannot be changed after any expenses have been saved for the group.
You will automatically be made an admin for any group you create.
You can manage all groups for which you are a group admin by clicking the Manage Groups button. From here, you can change the group name, currency (if no expenses exist), or make it inactive. Inactive groups won't show up in the Select Group dropdown list on the groups page.
You can also archive groups you no longer actively use but want to keep for historical data. Archived groups are hidden from the main group selector but can still be accessed through the Manage Groups dialog. Archiving a group will also make it inactive. To restore an archived group, select it in Manage Groups and click Unarchive Group.
If you need to permanently delete a group and all its data (expenses, members, categories, etc.), you can do so from the Manage Groups dialog. This action cannot be undone.
Group members can click on their own name in the members list to update their display name and email address for the group. By default, your email address is set to your login email address. However, this can be updated individually for each group without affecting your login email address.
Group admins can add members by clicking the Add Member button. Enter the display name and email address for the new member. If someone registers for the app with the same email address, their account will be automatically linked to the member record.
Group admins can edit all group members, change their active status, and give or remove admin rights to other members. An admin may not remove their own admin rights - another admin must perform that update.
Group members can only be removed if they don't have any expenses/splits assigned to them. Group members who are made inactive will no longer show up in the dropdown list when creating a new expense.
Group admins can invite members who haven't registered yet by clicking the send-email icon in the Invite to App column. The icon only appears for active members with a valid email address who have no account yet, and is hidden again for 24 hours after an invitation is sent (or until the member's email address changes).
A default category is automatically created when a new group is created. Any group admin can create additional categories.
Categories can only be deleted if they don't have any expenses/splits assigned to them. Categories that are made inactive will no longer show up in the dropdown list when creating a new expense. Only group admins can edit or delete categories, or change their active status.
If your group does not have any need for categorizing expenses, you can simply use the default category for all expenses. As long as your group only has one category, it will be selected automatically for you when you create a new expense.
By default, the expenses page loads unpaid expenses from the last 90 days. You can use the search form at the top of the page to fetch expenses by date range, payer, description, or category. You can also choose to show all expenses, or only unpaid expenses. Be aware that you can only load a maximum of 200 expenses at a time.
You can filter certain columns in the expenses table by clicking the filter icon in the column header. This will open a popup where you can enter filter criteria for that column. Multiple column filters can be applied at the same time.
Clicking the Date header will toggle sorting the table in ascending or descending date order.
Click the Splits arrow on any row to expand the split detail for that expense. You can also click anywhere on the detail table to copy a text summary of the expense to your clipboard for easy sharing. Group admins can use the Mark Paid/Unpaid button on a split row to make corrections to individual splits. Note that this does not create a payment history record — to record a payment between members with history and notifications, use the Summary page.
Click the Add New Expense button for a popup with three ways to create a new expense: a manual entry, a photo scan of a receipt, or (if not everyone stayed every night) a guided Vacation Rental split - see the Create Expense From Receipt and Vacation Rental help sections for details.
Click on an expense row to edit the expense details. Please note that editing an expense will mark all splits unpaid. When viewing an existing expense, you can view the receipt, if one exists.
Enter or edit expense details with this form.
With your cursor in the date field, you can use the + and - keys to adjust the date up and down by one day. Hitting 't' will set the date to today, 'm' or 'y' will set the date to the first day of the month or year of the date currently in the field, respectively.
The Proportional Amount field is for items like tax and tip that should be split proportionally to the amount for which each member is responsible. The evenly shared remainder and the allocated split amount for each member will update automatically as you enter/update the total amount, proportional amount, and individual member amounts. The proportional amount is only available when splitting by amount.
Click the Add New Split button to add a single split line to the expense. By default, an expense is split evenly between all listed members. Use the split method toggle (Amount / % / Shares) to choose how to divide the expense.
If you are splitting by amount, you can enter the amount in the Member Amount field that the member is individually responsible for and should not be split. Click the Add All Members button to automatically insert a split line for each active group member not already listed in the splits table. The form will automatically update the allocated amounts for each member as you change the total amount, proportional amount, or individual amounts for each member.
If you are splitting by percentage, enter each member's share as a percentage. The final member's percentage is automatically calculated so the total is always 100%.
If you are splitting by shares, enter a share value for each member (decimals allowed, e.g., 1.5). The effective percentage for each member is shown next to their shares input and updates as you type. Shares let you express ratios (e.g., 2:1) without computing percentages manually.
Click the calculator button in amount fields to open a popup calculator to perform calculations. After entering calculations, clicking the = button will insert the result back into the amount field.
The form also allows you to upload a supporting receipt for the expense. The receipt must be a PDF or an image file, with a maximum size of 5MB. Click the Upload receipt button, then select your file. The receipt will be saved with the expense. Please note that receipts are automatically deleted after 90 days if the expense is fully paid. If you need to keep a receipt for your records, please save a copy on your device.
Use this wizard to create an expense from a photo of a receipt instead of typing everything in by hand.
Select or take a photo of the receipt. We scan it to pull out the total, tax, tip, and individual line items - this can take a few seconds. If a photo scans poorly, click Choose a Different Photo to try again, or just correct the fields by hand.
The total, tax, tip, and description fields are all editable, so double-check them against the receipt. Every line item is also editable, and items flagged with a warning icon had a low-confidence scan and are especially worth checking.
For each line item, assign it to whoever purchased it, or leave it as "Shared / No one" if it was shared by the group. You can also add a missing item or remove one that shouldn't be there.
The running totals show what each assigned member owes for their own items, an Unassigned Items total (any items left as "Shared / No one," split evenly among assigned members), and a Tax + Tip total (split proportionally to what each member purchased).
Click Continue to hand everything off to the Add Expense form, pre-filled with the total, description, per-member amounts, and the receipt photo already attached. Review it there and save as usual.
Use this wizard when a group shares a vacation rental (like a VRBO or AirBnB) and not everyone stays every night, so a simple even split isn't fair.
Enter the total cost of the rental and the number of nights. By default, every active group member is added as a participant for the full stay - use Add Participant, Add All Members, or the delete button on a row to adjust who is included.
In the grid, uncheck a night for anyone who didn't stay that night. The checkbox at the top of each night's column toggles everyone for that night at once. Every night needs at least one participant checked, or the wizard can't calculate a fair split for that night.
As you check and uncheck nights, each participant's Shares and Amount columns update automatically. Nights with fewer participants cost each of them more, and nights with more participants cost each of them less, so the total for each night is always split evenly among whoever stayed.
If the rental isn't shared evenly - a master suite that should cost more than a shared bedroom or a couch, for example - turn on "Rooms have different rates." Add a room for each space, give it a rate relative to a standard room (1.0), and assign participants to it. A room's rate is split between however many of its occupants are present each night, so two people sharing a room each pay less than someone with a room to themselves. Anyone not assigned to a room is charged the standard rate. Leave the toggle off for the original even split.
When you click Continue, the calculated split is handed off to the Add Expense page as a Shares split, already filled in. Review the payer, category, and date, then save as usual.
If you need to change who stayed which nights after saving, open the expense from the Expenses page and click Edit Occupancy Grid. The split is recalculated automatically and you can save it like any other edit.
If your group has a regularly recurring expense, you can create a memorized expense on this page. Memorizing an expense saves most of the expense details, allowing you to quickly and easily create a new expense based on the memorized expense.
After creating a memorized expense, it will appear in the table. Clicking a row in the table will let you edit or delete the memorized expense.
You can filter the memorized expenses by payer, description, or category using the search box.
Clicking the + on the memorized expense row will create a new expense based on the memorized expense.
Enter or edit a memorized expense with this form.
The Proportional Amount field is for items like tax and tip that should be split proportionally to the amount for which each member is responsible. The evenly shared remainder and the allocated split amount for each member will update automatically as you enter/update the total amount, proportional amount, and individual member amounts. The proportional amount is only available when splitting by amount.
Click the Add New Split button to add a single split line to the expense. By default, an expense is split evenly between all listed members. Use the split method toggle (Amount / % / Shares) to choose how to divide the expense.
If you are splitting by amount, you can enter the amount in the Member Amount field that the member is individually responsible for and should not be split. Click the Add All Members button to automatically insert a split line for each active group member not already listed in the splits table. The form will automatically update the allocated amounts for each member as you change the total amount, proportional amount, or individual amounts for each member.
If you are splitting by percentage, enter each member's share as a percentage. The final member's percentage is automatically calculated so the total is always 100%.
If you are splitting by shares, enter a share value for each member (decimals allowed, e.g., 1.5). The effective percentage is shown next to each shares input. Shares let you express ratios (e.g., 2:1) without computing percentages manually.
Click the calculator button to open a popup calculator to perform calculations. After entering calculations, clicking the = button will insert the result back into the amount field.
Select a group member from the dropdown list to view the total amount owed by that member to the other group members, and to that member from the other group members. If you wish to see a summary of expenses for a specific date range, you can enter the start date, end date, or both.
After selecting a group member and optionally entering filter dates, if any outstanding expenses are found, you can click on a row in the table to see the category breakdown of the expenses owed between the two members.
Click on a row to expand the category breakdown for that expense. You can click on the expanded detail to copy a summary of the expense with the breakdown to the clipboard for easy sharing.
Click the paid icon on any row to pay all splits owed between those two group members. If you've added your various payment service handles on the account page, those services and your handles will appear in the payment dialog, so the payer knows how to send payment. Once payment is completed, click submit to mark the expenses as paid. Please note this action can only be undone by viewing the expenses on the expenses page and clicking the paid icon one split at a time. Marking expenses paid in this way will create a history record of the payment with the amount broken down by category. The history of payments can be viewed on the history page.
Click the request icon (envelope) on any row to send a payment request email to the member who owes money. If that member is not registered or has opted out of email notifications, a message will indicate as much; otherwise a confirmation message will confirm the email was sent.
Below the member-to-member table, the Fewest Transfers Settlement section shows the minimum number of payments needed to zero out all outstanding debts across the entire group. For example, if Alice owes Bob and Bob owes Carol, the algorithm calculates net balances and may determine that Alice can pay Carol directly, eliminating the need for a separate payment from Bob. The same date range filters apply to both sections.
Once all members have completed their transfers as shown in the Fewest Transfers table, click the Settle Group button to mark all outstanding expenses in the current date range as paid. A confirmation dialog will list the expected transfers so you can verify everything is in order before confirming. This creates a history record for each transfer, but without a category breakdown since the net amounts do not correspond to individual expense categories.
To notify all members with outstanding balances at once, click the Request All Payments button. This sends payment request emails to every eligible member shown in the Fewest Transfers table, skipping anyone who is not registered or has opted out of emails. A snackbar will confirm how many emails were sent.
Select a group member from the dropdown list to view a history of payments made to and from that member.
Each row shows the Type of payment: a person icon indicates a direct member-to-member payment, and a group icon indicates a group settle payment. Click on any member payment row to view the full breakdown of that payment, including each individual split paid.
Group settle payments do not have a split breakdown available — clicking a group settle row will show a notification.
This page shows the full details of a recorded payment, including a table of every split that was paid and a category summary.
Click the Copy button to copy a summary of the payment to your clipboard for easy sharing.
Group admins can mark individual splits as unpaid using the Unpay button on each split row — the payment total will be updated automatically, and if the last split is removed, the history record will also be deleted.
Group admins can also unpay the entire payment at once using the Unpay Payment button. This will mark all splits in the payment as unpaid, mark the associated expenses as unpaid, and delete the history record.
When splitting a single expense, you can choose the currency for the expense at the top of the form.
The Proportional Amount field is for items like tax and tip that should be split proportionally to the amount for which each member is responsible. The evenly shared remainder and the allocated split amount for each member will update automatically as you enter/update the total amount, proportional amount, and individual member amounts. The proportional amount is only available when splitting by amount.
Click the Add New Split button to add a single split line to the expense. By default, an expense is split evenly between all listed members. Use the split method toggle (Amount / % / Shares) to choose how to divide the expense.
If you are splitting by amount, you can enter the amount in the Member Amount field that the member is individually responsible for and should not be split. The form will automatically update the allocated amounts for each member as you change the total amount, proportional amount, or individual amounts for each member.
If you are splitting by percentage, enter each member's share as a percentage. The final member's percentage is automatically calculated so the total is always 100%.
If you are splitting by shares, enter a share value for each member (decimals allowed, e.g., 1.5). The effective percentage is shown next to each shares input. Shares let you express ratios (e.g., 2:1) without computing percentages manually.
You can perform basic arithmetic directly in any amount input field, but not percentage fields. (i.e. entering 3*6-2 in the total amount field will evaluate to 16.00) You can also use the calculator button to open a popup calculator to perform calculations. After entering calculations, clicking the = button will insert the result back into the amount field.
When all of the amounts are entered, click the Generate Summary button to create a summary of the split expense. On the summary, there is a copy button you can click to copy the summary to your clipboard so that it can be easily shared.
Sharing a vacation rental where not everyone stays every night? From the Expenses page, click Add New Expense, then Vacation Rental, for a guided occupancy grid: enter the number of nights, add participants, and check off who stayed each night. Every night's cost is divided evenly among whoever stayed, so nights with fewer people cost each of them more. Click Apply Shares to convert the grid into a shares split you can still review and fine-tune before generating your summary.