Groups and members

A group is one shared pot: a trip, a flat, a dinner, a club. Everything else (expenses, balances, categories, merchants, repeating expenses) belongs to one group, and only its members see it.

#Making a group

New group asks for a name and a currency: EUR, USD, GBP, CHF, CAD, AUD, JPY, SEK, NOK, DKK, PLN or CZK. You become its first member and its creator.

The currency can change until the first expense is in. After that it is fixed: every amount in the group is stored in that currency's minor units, and converting them would rewrite history. Expenses paid in another currency are converted when they're added; see Expenses.

Any member can rename the group from Settings, General.

#Members

A member is a name in the group, linked to an account or not. That split is the point: you can log the dinner tonight for four people when only two of them have an account, and sort out who is who later.

From Settings, Members, any member can:

• Add someone by name. Give their account email too and they are linked to that account straight away, and the group shows up in their list. The email must belong to an existing account on this server; if it doesn't, leave it empty and have an admin invite them.
• Rename a member, or yourself with Change my name on your own row: the name only shows in this group, your account name stays the same.
• Remove a member, only while they are not part of any expense or repeating expense, as payer or in a split. Edit or delete those first, so no balance quietly changes.

#Invite link

Settings, Members shows the group's invite link. Anyone signed in to this server who opens it joins the group: they pick which unlinked member is them, or join as a new one under their own name. It doesn't create accounts, so people still need one. New link makes the old one stop working; Turn off stops it for good until a new one is made. Any member can do both, so share it only with people you'd add anyway. The Invite people button in the group's header shares the link, creating it first if needed, and copies it when your device has no share sheet.

#That's me

Someone added by name gets an account later. A member adds that account to the group by email, which gives them a second, empty member and the group in their list. They then open Settings, Members and pick That's me on their old name. It takes over: everything their new member paid, its share of every expense and its repeating expenses move to the old name, merged where both appear in the same expense, and the new member is removed. It is one step, it can't be undone, so it asks first.

#Importing and exporting

Settings, Import brings a Tricount over: paste its share link, or pick a registry JSON file, and the preview lists what will come in. The Tricount's currency must match the group's. You map each person to a member of the group or to a new one, then a background job adds the expenses, with their splits, categories (guessed from the description and the group's own categories) and dates, and you get a notification when it's done. Tricount no longer offers its own CSV export; the link is read from Tricount's servers.

Settings, Export builds the group's expenses as a CSV spreadsheet or a PDF summary in the background. The PDF embeds Noto Sans, so Latin, Greek and Cyrillic names print; CJK and emoji print as ?. The file waits in the list for a day and only you can download it.

#Leaving and deleting

Leave group unlinks your account from your member. The member stays, with your name, your expenses and your balance, so the group's numbers don't change; the group just disappears from your list until someone adds you back, after which That's me on your old name restores it. The creator can't leave: they delete the group instead.

Delete group is for the creator only, and removes the group, its expenses and its balances for everyone. To only hide a group from your own list, archive it instead: see Archiving.

#Who can do what

Every member can add, edit and delete expenses, manage members, categories and repeating expenses, and rename the group. Only the creator can delete it. There are no other roles inside a group: it is built for people who trust each other with a shared count.