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.
- From the app menu, first, select Expenses. Then, select Categories.
- Once there, tap the + symbol at the top-right corner of the screen.
- Complete the required fields.
Title: Create a title for your category
Description: A few words to describe what this category is used for.
My %: Enter your percentage of responsibility for this expense. Your co-parent’s percentage will be automatically calculated based on what you enter.
- 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.