Shared Expenses

Any expense can be turned into a shared expense. You decide who is involved, how the cost is split, and who actually paid.

Logging a shared expense

1. Create a new expense as usual (Expenses > New expense).
2. Under Expense assignment, choose how to share it:
   • Direct Buddy — split with a single personal buddy.
   • Project — split within a project you belong to.
3. A sharing section appears. Fill in the three parts:

Who took part — Select who is involved with this expense. You can select either a personal buddy or a project. You can exclude individual project members.

How much each person owes — use the sliders to modify percentages directly or click Equal shares to split the cost evenly among everyone selected.

Who paid upfront — by default this is you. If someone else paid the full amount (for example a friend covered the whole dinner), select their name from the list.

1. Fill in the rest of the expense as normal and click Save.

When someone else paid upfront

If you select another person as the one who paid, the expense will not appear in your expense list, because the money did not come out of your own pocket.

• If the other person is an offline buddy or offline project member, the expense will appear on the Buddy Expenses page instead.
• If the other person is a real user, the expense will be created for them, in their account. They will have to approve it. The expense will also appear on the Buddy Expenses page.

Where shared expenses appear

• Buddy Expenses shows all shared expenses you are involved in, whether you created them or not. Use the date range bar at the top of the page to narrow the list to a specific period, and the search and sort controls to filter or sort within that range.
• Buddy Expenses shows the current balance (who owes who) across all shared expenses.
• Project pages show the breakdown for that project specifically, also with date range and search controls.

Approving or rejecting an expense someone created for you

If a connected buddy creates a shared expense and marks you as the one who paid upfront, you need to confirm it before it counts toward the balance and your personal expense tracking.

You will see it in the "Did you pay for this?" section on the Buddy Expenses page.

• Click Approve if it is correct. The expense moves into your regular expense list and the balance updates.
• Click Reject if it is wrong. The expense is permanently deleted, and the person who created it receives an email notification.

Tip

You will also receive an email notification when someone creates a shared expense on your behalf, so you do not have to remember to check.

Editing a shared expense

Open the expense from your expense list or from the Buddy Expenses page and click Edit. The sharing section will be pre-filled with the current settings. You can adjust the participants, percentages, and who paid, then save. You can only edit your own expenses or the ones of your offline buddies. Within a project, only the project admin can edit offline member expenses.

Removing an expense from a project

On a project's page, each expense in the breakdown has two possible actions (depending on your permissions):

Action	What it does
Delete	Permanently deletes the expense for all project members and their personal account. Only the expense owner may perform this action.
Unlink	Removes the expense from the project while keeping it in the owner's own expense list as a regular, non-shared expense.

Warning

Deleting an expense removes it for everyone and cannot be undone. Use Unlink if you only want to remove it from the project without losing the record. You can only delete your own expenses; project admins cannot delete other members' expenses.