Using the Document Browser

User Guide Home

What Is An Activity?

In ExpenseShare, an “Activity” is any single event that you are tracking.  An Activity could be a vacation, a special occasion, a dinner or sporting event, or even an ongoing club or shared activity (see Tips and Tricks for more on this).

Using The Document Browser

The ExpenseShare document browser is where you create new Activities, open existing Activities, and do other things like importing, renaming, and moving Activities.  It works much like the iOS11 Files app – you can navigate through documents on your iPhone or iPad, on iCloud, or on another cloud service like DropBox.

 Add a new Activity: Tap the “+ Create Document” button,

Open an existing Activity:  Tap the Activity in the document list.

Duplicate, Move, Delete or Share an Activity: Tap Select at the top right of the browser and select the document(s) that you want to act on.

Rename an Activity:  Press and hold an Activity to get additional options, including Rename.

Use iCloud or other storage providers: Tap the Browse icon at the bottom right to see a list of available locations.  From here you can navigate to any storage location.

Adding a new Activity

If you are not seeing the document browser, click Done in the upper left of the screen to return to the document browser.  In the document browser navigate to the location where you want to create your Activity, then click the “+ Create Document” button.

To set up a new Activity, you’ll need the following information:

ActivityLongName for the trip.  This is what you will see in all menus and reports.


Start Date / End Date (optional).

Budget ((optional).

Currency.  You can set the default value for currency in Settings.  For more information on how to use multiple currencies, see Tracking Spending.

Participants.  A participant can be an individual, couple, or group that is one entity when sharing expenses.  Add a Participant from your device’s Contacts list, or enter details manually.  Specify a short name (10 characters max) which is used on screens and reports, a long name, and the share of expenses that this participant should be allocated.  You can also add an optional photo and email address for emailing information.

Photo:  Add a photo from your devices photo library, or use the camera to take a photo to attach to the Activity

More about shares: Shares are the heart of ExpenseShare.  If an Activity has 3 participants with shares of 1, 2, and 1 respectively, then there are 4 shares total, and participant 1 would have 1 share of 4, participant 2 shares of 4, etc.  Having “1 share of 4” simply means that this participant will get a default allocation of ¼ of spending.  This default can be over-ridden on individual expenses.  The sharing arrangement can be changed at any time, including adding participants.  Spending that uses this default sharing will be adjusted automatically.

Next – The Activity Tab

Easily track shared expenses in any group activity – a vacation, club, shared rental and more.