Custom contacts

A custom contact is a person you add before they have a Split Smarter account. You still choose a relationship for them. They can be on expenses and in groups under that name.

Add one from Person on the home create sheet. Search, choose Add “…” as custom contact, pick the relationship, and save. Steps: Add a person.

When they join

Once they create an account, linking that custom contact to their account makes the history follow them. Expenses, group membership, and the other records that used the placeholder then belong to the real person.

That link is the outcome. This guide does not walk through a separate link screen.