Expenses

An expense says who paid how much, when, for what, and who it was for. A group opens on its expenses, newest first, 50 at a time: Load more shows the next ones. The balances and totals at the top always count every expense, not just the ones loaded.

#Searching and filtering

The search box looks in descriptions and merchant names, ignoring case, as you type. Filter opens a sheet of categories; the active one shows next to the button with a clear button. Both are kept in the page's URL, so a link keeps them.

#Adding one

Add expense (the floating button on a phone) opens a sheet:

• What for: a short description, like Dinner at the harbour. Required, up to 120 characters.
• Amount: typed the way you write it, 12, 12.5, 12,50 or 1 234,56. It must be above zero, with no more decimals than the currency has (none for JPY).
• Currency: the group's by default; see Other currencies.
• Paid by: one member, you by default.
• Date: today by default, with Today and Yesterday one tap away.
• Category: guessed as you type; pick another to override the guess. See Categories and merchants.
• Where: the merchant, optional. Pick one the group already used or type a new name.
• Split: who it was for, and how.
• Repeat: never, or every week, month or year. See Repeating expenses.

With receipt reading on, Scan a receipt fills in the amount, the date and the merchant from a photo or a PDF. See Scanning receipts.

#Other currencies

Paid in dollars in a euro group? Pick the currency next to the amount. The rate to the group's currency is filled in from the European Central Bank's (through Frankfurter) for the expense's date, and you can type another one. The expense then counts in the group's currency at that rate, which is frozen on the expense: later rate changes never move a balance. The amount you paid in the original currency stays on it. The splits and balances are always in the group's currency. If the rate service can't be reached, type the rate yourself.

#Splitting

Pick who the expense was for (everyone by default), then how to divide it:

• Equally: the same part for each person picked.
• By shares: a whole number per person, like 2 for a couple and 1 for someone alone. Each pays in proportion.
• Exact amounts: an amount per person. They must add up to the total; the sheet shows what is left to assign.

The sheet previews each person's part as you go. Amounts are whole cents, so a total that doesn't divide evenly hands the leftover cents, one each, to the first people in the list: 10.00 split three ways is 3.34, 3.33 and 3.33, never 3.333.

#Offline

With no connection, Add expense still works: the expense is kept on the device and sent when you're back online, with a notice that it is waiting. Only new expenses are kept this way, not edits or deletions. Each carries an id, so a retry never adds it twice.

#Editing and deleting

Open an expense to edit any field, or delete it from its menu (a long press on a phone). Every member can edit or delete any expense in the group, and everyone's balance updates right away.

Change an expense's category and a sheet lists the group's other expenses with the same description, or the same merchant, filed under another category. Tick the ones to move and they are re-filed in one go.

Editing an expense created by a repeating rule changes only that copy, not the rule. Its Repeat choice is only offered when adding.

#Payments

A payment recorded from Settle up is stored as a transfer from one member to another. It shows in the list next to the expenses and counts in the balances, but it is not spending, so insights leave it out. See Balances and settling up.