How do I share an expense?

*If you have not created the expense you want to share, first go to: How do I create an expense?

1. Optional, but recommended to get the most out of your AppClose experience: If you have not shared your Expenses & Requests calendar template (or the calendar template you use to record expenses and requests) with a connected co-parent or third party, go to How do I share a calendar? Your calendar entries will be not be shared with a connected co-parent or third party unless you specifically choose to share individual events, appointments, expenses, or requests with that person (requires another step) using that calendar. If you want to share an expense with a non-connected co-parent or third party, skip this step. You cannot share a calendar template with a non-connected co-parent or third party. 

2. To share an expense with a connected or non-connected co-parent or third party, proceed to the instructions below.

Option 1:

1. Select the calendar icon.

2. Select the icon (top left corner) and select “All Calendars” or the calendar where you recorded the expense you want to share (e.g. Expenses & Requests).

3. Select the statistics icon to view your expense tracker.

1. Confirm your statistics screen is set to “EXPENSES” to view all of your recorded expenses within a specified data range.

2. Choose the data range for the expense you want to share.

3. Choose the category for the expense you want to share (e.g. Haircuts).

Select the expense you want to share.

Select the  icon.

Select “Edit”

1. Confirm the expense information is correct.

2. To share this expense with a connected or non-connected co-parent or third party, select “Share with”.

1. Select the name of the person with whom you want to share this expense and/or select a name from your contacts or enter the email address. You can share this expense with more than one person.

2. Click “Done”.

To submit an expense for reimbursement, go to: How do I submit expenses for reimbursement?

Option 2:

1. Select the home icon (bottom left).

2. Find the expense you’re looking for and tap on it.

Select the   icon.

Select “Edit”.

1. Confirm the expense information is correct.

2. To share this expense with a connected or non-connected co-parent or third party, select “Share with”.

1. Select the name of the person with whom you want to share this expense and/or select a name from your contacts or enter the email address. You can share this expense with more than one person.

2. Click “Done”.

To submit an expense for reimbursement, go to: How do I submit expenses for reimbursement?