Adding Contacts¶

Click Contacts in the navigation to manage all your connections.

Offline contact¶

An offline contact is someone who does not use Comaney. You just give them a name. Only you can see the balance and only you can track expenses for them. Comaney cannot contact them automatically.

To add one:

Go to Contacts.
Under Add an offline contact, type a name and click Add.

The contact appears in your list straight away.

Want to link their Comaney account later? If the person eventually signs up, you can connect their account to the existing entry so the full expense history carries over. See Merging an offline contact into another connection below.

Inviting another Comaney user¶

For one-on-one expense sharing with someone who already has (or will create) a Comaney account.

To send an invitation:

Go to Contacts.
Under Invite a contact, enter their email address and click Send invite.

They receive an email with a link. Once they click Accept, you are connected and can share expenses.

The invitation expires after 7 days.
You can revoke a pending invitation at any time from Contacts under "Contact invitations you sent".
If the email address is not yet registered, Comaney sends them a sign-up link instead. They are automatically linked to you once they create their account.

Receiving an invitation: If someone invites you, you will see it under Pending Invitations on the Contacts page. Click Accept to connect or Decline to ignore it.

Inviting a fellow project member directly¶

If you already share a project with someone, you can invite them as a contact without typing their email.

To do this:

Go to the project's Settings tab.
Find their name in the member list and click ···.
Choose Invite as contact.

This works for any member, not just the project admin. The option only appears if they are not already one of your contacts and you do not already have a pending invite to them. The same menu may also offer Invite as partner - see Catalog Partnerships.

Automatically accepting a contact's entries¶

Normally, when a contact records something for you, you have to confirm it: an expense where they marked you as the one who paid, a settlement where they say they paid you back, or an invitation to one of their projects. If you trust a contact to get it right, you can skip this step for them.

To turn it on:

Go to Contacts.
Next to the contact, switch on Automatically accept expenses, settlements and project invitations from ....
A confirmation box appears. Click Save.

From then on, everything this contact records for you is accepted right away, both for one-on-one expenses and in every project you share with them. When they invite you to one of their projects, you join it straight away. You still get an email about each one, so nothing happens without you knowing. The small check mark that shows you agree to your share of their expenses is also set for you.

Anything this contact recorded earlier that is still waiting for you is accepted too, the moment you save, and you join any project they already invited you to. This cannot be undone. Expenses in archived projects are never changed.

Good to know:

This only works for contacts. If you only share a project with someone, you cannot turn it on for them.
It only goes one way. Your contact still has to confirm what you record for them, unless they turn it on for you as well.
Your contact sees an Accepts your entries automatically label next to your name, so they know you rely on them.
You can switch it off at any time. Entries that were already accepted stay accepted.
If you remove the contact, the setting is removed as well.

Removing a contact¶

On Contacts, open the menu next to their name and click Remove, keep offline. Each of you keeps an own copy of your shared expenses, with your own share, and the other person appears there as an offline contact. You can change your copies freely without affecting the other. Pending invitations between you expire.

If you connect again later and merge that offline contact into them, both copies are kept: remove the duplicates by hand afterwards (see below).

Merging an offline contact into another connection¶

You can combine an offline contact's history with another entry, either because they turn out to be the same person as someone else, or because they now have a real Comaney account.

Merging two offline contacts together:

On Contacts, click ··· next to the offline contact and choose Merge into....
Pick the other offline contact from the list and click Merge.
Confirm. This happens right away and cannot be undone: the shared expense history of both entries is combined into the one you merged into, and the one you started from disappears.

Merging an offline contact into a real Comaney account:

This only works once the person is already connected to you, either as a contact (see Inviting another Comaney user above) or as a fellow project member.

On Contacts, click ··· next to the offline contact and choose Merge into....
Pick the connected person from the list and click Merge.
Confirm. They receive an email and a notification asking them to approve the merge. Once they accept, the offline contact's expense history moves to their real account and the offline entry disappears.

If you both have expenses with the same title and amount, for example because you removed each other as contacts and both kept a copy, sending and accepting the request shows a list of them. Both copies are kept after the merge, so delete the ones you don't need afterwards. Copy list puts the list on your clipboard.

Merging an offline contact into yourself:

Sometimes you realize the expenses you tracked under an offline contact were actually your own all along.

On Contacts, click ··· next to the offline contact and choose Merge into....
Pick Yourself from the list and click Merge.
Confirm. This happens right away, with no approval needed. The offline contact disappears, and any expenses you had split with them become fully yours - they stop being shared at all.

For an offline project member (admin only): the same Merge into... option appears on the project's Settings tab, listing the project's other offline members and its real members. If you choose a real member, the pending request shows up for them on that same project page, not on Contacts.