Bill Splitting Guide
The Bill Splitter helps you track group expenses, assign shared items, include optional charges and discounts, and generate settlement suggestions. Follow the workflow below to make sure every scenario is covered.
1. Configure global settings
- Currency & locale: Choose how monetary values are formatted.
- Rounding: Decide whether to round normally, always up (useful for equal splits), or always down.
- Payment consideration: Toggle whether participant balances take recorded payments into account.
2. Add participants
- Record each person’s name, payments made, and special adjustments (credits or extra charges).
- Use notes to capture dietary needs, payment references, or reimbursement preferences.
- The participant card summarizes totals, applied charges, discounts, and the final balance.
3. Capture all bill items
- List each expense with cost, quantity, and optional category.
- Select the people who shared it — toggle participants on/off individually.
- Choose the split mode:
- Even: Divide equally among selected people.
- Custom: Provide relative weights for any ratio (e.g., 2:1).
- Mark whether the item should be exempt from charges or discounts.
4. Apply charges
Toggle built-in charges (service, tax, delivery) or add your own. Each charge supports percentage or fixed amount, optional descriptions, and controls for whether exempt items participate. Select a global distribution mode or provide custom charge weights.
5. Configure discounts
Enable a percentage or fixed discount. Decide if it applies to all items or only non-exempt ones, and optionally distribute the discount using custom weights. The live preview shows the calculated amount and distribution.
6. Review settlements
- Totals overview summarizes items, charges, discounts, adjustments, amounts paid, and outstanding balance.
- Suggested settlements highlight the minimum number of payments required to balance the group.
- Copy a text summary or export JSON/CSV reports for record keeping.
Best practices
- Use custom notes to track context such as split rationale or payment confirmations.
- When splitting proportional charges, ensure each item’s participants are accurate before enabling.
- For recurring groups, export JSON snapshots to reload scenarios later.
Scenario ideas
- Travel: Record lodging, transport, and shared experiences with various taxes and discounts.
- Office events: Assign catering, beverages, and miscellaneous charges to team members.
- Roommates: Track monthly utilities, subscriptions, and reimbursements.
Tip: Use the sample scenario to explore advanced configurations, then reset to start fresh.