How do I create a customized expense category?

Whenever a new expense is created, parents must assign it to an expense category. Categories determine how expenses will be split between co-parents while also easily grouping related expenses for simpler reporting.

  1. From the app menu, first, select Expenses. Then, select Categories
  2. Once there, tap the + symbol at the top-right corner of the screen.
  3. Complete the required fields.
    1. Title: Create a title for your category

    2. Description: A few words to describe what this category is used for.

    3. My %: Enter your percentage of responsibility for this expense. Your co-parent’s percentage will be automatically calculated based on what you enter.

  4. Tap the checkmark at the top-right corner of the screen to save this new category.

Once saved, you and your co-parent will see the category as an option when creating new expenses.

Learn how to manage custom expense categories on the website