Record and review expenses

A useful expense record answers what was paid, when, by whom, for whose benefit, and where the receipt is.

1. 1

   Enter the transaction

   Record date, vendor/payee, category, description, amount, payer, status, and paid-through context.

2. 2

   Choose participants

   Select the members sharing the cost. Use equal split or enter exact shares that total the expense.

3. 3

   Attach the receipt

   Upload a legible receipt or invoice and confirm it does not expose unnecessary payment credentials.

4. 4

   Review pending state

   Recurring or provisional entries may require owner confirmation before entering active totals.

5. 5

   Correct rather than obscure

   Edit a genuine error or void the expense with context. Do not delete or reclassify solely to force a preferred balance.