en:expenses
Inhaltsverzeichnis
Expenses & settlement
🇩🇪 Deutsche Version · ← Overview
A trip's Finances show what the trip costs and who still owes whom.
Recording an expense
There are several ways:
- In the trip via quick access Finances → “+”.
- Directly in an activity (costs section) – the expense is then linked to it.
- On the go from the home screen with “Quick expense” on the Today card.
- From the app icon (long press → “Quick expense”) on iPhone and Android.
- When importing a booking, the AI takes over the price automatically.
In the expense sheet you enter:
| Field | Explanation |
|---|---|
| Amount and currency | any of 150+ currencies; your destinations' currencies are listed first. The app remembers your last choice. |
| Title (optional) | e.g. “Dinner in Alfama” |
| Category | accommodation, transport, food, activities, other … |
| Date and activity | when and what for |
| Who paid? | the person who paid in advance |
| Split | equally among selected people, custom (amounts per person, with chart and buttons “split equally” / “fill remainder”) or info only (no shares) |
| Paid status | per person, whether their share has been settled |
Currencies
- Foreign currencies are converted at the rate on the day you record them, and that rate is frozen – later exchange rate changes don't alter old expenses.
- The display currency follows your device and can be changed in Settings.
- A simple currency converter and a tip calculator are available under Tools.
Overview and settlement
| Trip / role | What you see |
|---|---|
| Private trip | tabs Costs (all expenses, totals, categories) and Settlement |
| Group trip – leaders | Group costs and Settlement; individual items can be hidden from participants |
| Group trip – participant | My shares: only your share of the group costs and your own expenses |
| Group trip – passive (parents) | no access to finances |
Settlement calculates who pays whom how much – with as few transfers as possible. Mark completed payments as paid.
Good to know for group trips: participants only record their own expenses; these stay on their device and are not visible to the leaders.
Budget
- Set a budget per trip (when creating it or in Finances). The totals card shows how much has been used.
- Once you've completed trips, Explority compares your planned daily costs with previous trips – preferably in the same country (“⌀ €68 per day in Spain”).
- The Budget planner under Tools shows all trips with their totals at a glance.
See also: Activities · Group trips
en/expenses.txt · Zuletzt geändert: von admin
