Add a shared expense
Use this when the cost belongs to the group and should appear in the trip-level shared-expenses list.
- Click Dashboard in the toolbar.
- Open the Trip Shared section and click Expenses.
- Click Add. The Add Trip Shared Expense form opens.
- Enter the required name and amount. You can also fill category and notes.
- Click Submit.
- Plantour saves the shared expense and returns you to the Trip shared expenses list.
Update a shared expense
Use this when the shared cost already exists and you want to correct its details.
- Open Dashboard > Trip Shared > Expenses.
- Select the shared expense you want to change.
- Click Update. The Edit Trip Shared Expense form opens.
- Change fields such as name, amount, category, or notes.
- Click Submit.
- Plantour saves the shared expense and returns you to the list.
Shared expenses are trip-level cost entries. Assigning responsibility is handled on Trip participants through participant shared amounts and deadlines, not on individual shared-expense rows.
Delete a shared expense
Use this when the trip no longer needs that shared cost entry.
- Open Dashboard > Trip Shared > Expenses.
- Select the shared expense you want to remove.
- Click Delete and confirm the action.
- Plantour removes the shared expense from that trip.
Review the overview panel first so you understand how deleting a shared expense changes the trip-level totals, assigned amounts, and payment progress.
Review the expenses overview
- Use the collapsible expenses overview at the top of the page when you want to review trip-level shared expense totals and assignment payment progress.
- The panel shows shared expenses total, assigned, waiting for assignment, paid, waiting for payment, and rejected.
- Waiting for assignment is calculated as shared expenses total minus assigned. Waiting for payment is calculated as assigned minus paid.
- The same expenses overview is also shown on Trip participants, so admins can compare trip-level totals and participant assignments without leaving that page.
- Collapse the panel when you want more room for the expense list. Plantour remembers its open or closed state.
This overview is for shared-expense totals across the trip. Use My shared balance on personal Trip expenses when you want to track one participant`s own assigned and paid balance.