Adding an Expense

Step-by-Step

1. Go to Expenses
2. Click "Add Expense"
3. Enter the details:

Required Fields:

• Amount — Total you paid
• Date — When you paid
• Category — Medical, Education, Activities, Clothing, etc.
• Description — What was it for?

Optional but Recommended:

• Receipt — Photo or PDF (highly recommended)
• Child — Which child was this for?
• Merchant — Where you paid
• Notes — Additional context

Split Configuration:

• 50/50 — Each parent pays half
• Percentage — Custom split (60/40, 70/30, etc.)
• Full Reimbursement — Co-parent pays 100%
• No Split — Recording only, no reimbursement expected

4. Click Save as Draft or Submit

Draft vs. Submit

Save as Draft

• Expense saved but not sent to co-parent
• You can edit all details
• Use for expenses you're still gathering info on

Submit

• Sends to co-parent for approval
• Creates the permanent record
• You cannot edit after submission

Immutability Note: Once submitted, expense details are locked. You cannot change the amount, date, or category. If you made an error, you can withdraw the expense and submit a corrected one.