Open trip expenses for the current trip
- Click Dashboard in the toolbar.
- Open Trip personal > Expenses.
- Plantour opens the Trip expenses page for the currently selected trip.
If the wrong trip opens, select the correct trip first and then return to Expenses.
Add, update, or delete trip expenses
Use this page for your own trip expenses and for recording payments toward your assigned shared balance. An expense can include a name, amount, currency, rate, payment method, an optional recipient, notes, and the Shared payment flag.
- Use Add to create a new trip expense.
- Select an expense and use Update to edit it.
- Select an expense and use Delete if you want to remove it from the trip.
- After saving, Plantour returns you to the expenses list and keeps the saved expense selected.
Track your shared balance on this page
- If you have a shared amount assigned, the top of the page shows a collapsible My shared balance panel.
- Open that panel when you want to review your assigned, paid, remaining, or overpaid shared balance for the trip.
- Create or update personal expenses with Shared payment turned on when you want that expense to count toward the shared balance.
- The panel updates the shared-payment progress for your trip expenses.
- Use this panel only for your own shared balance. For trip-level shared totals and assignment progress, use the expenses overview shown on Trip shared expenses and Trip participants.
My shared balance belongs to your personal Trip expenses page. The trip-level shared overview is shown on the shared-expenses and participants pages instead.
Work with currencies, rates, and recipients
- If the expense uses the same currency as the trip, the rate stays at 1.
- If you choose a different currency, Plantour tries to fill the rate automatically. If that fails, enter the rate manually.
- Use Payment Method when you want to record how the expense was paid.
- Use the recipient field when the expense represents a money transfer to another participant.
- A shared payment can also have a recipient when you need both pieces of information on the same expense.
Review, filter, and export trip expenses
- Use filters such as Filter by Name, Expense Type, Recipient, Payment Method, and Currency to narrow the list.
- Use Sort by Name when you want the list alphabetically.
- Use the page menu option Show Status or Hide Status when you want to show or hide the expense status area.
- Use Download Expenses PDF from the page menu when you want a PDF export of the trip expenses.