Settle balances

This continues the dinner you just logged. Alice paid ₹1000. Her share is ₹400. Bob’s share is ₹600. Bob owes Alice ₹600.

Recording that money moved does not cover the bill until you settle that payment on the expense.

Prerequisites

• The dinner expense from Log your first expense
• You are signed in as Bob, the person who owes, so the transfer can be sent as You

Steps

1. On the home wallet, open the create sheet and choose Transfer.
2. Set the amount to ₹600.
3. Leave the sender as You. Set the recipient to Alice, the person who is owed.
4. Pick a category so the form can save.
5. Save the transfer. The dinner expense still shows Bob owing Alice until you settle this payment on the bill.
6. Open the dinner expense. Under Settlement Path, choose Use Transfer.
7. On Settle, the ₹600 payment is under From past transfers. Use Autoselect or Choose, then Settle.

The Add transfer switch on the expense form is different: that one pays a merchant on the bill. See On an expense.

What good looks like

• A transfer exists from you (Bob) to Alice for ₹600.
• On the dinner expense, Settlement Path shows that ₹600 as settled.

Next steps

• The form in full: Record a transfer
• Cover the bill: Settle an expense