Core Features
Creating & Managing Ledgers
Learn how to set up split-bill events, manage members, and close ledgers.
Ledgers are the core containers in Settlr. Every dinner, vacation, or monthly shared house expense should be created as its own ledger.
Creating a Ledger
- Open your Home dashboard.
- Under the Split Bill section, tap Ledgers and select New Ledger (or create one directly from the welcome panel).
- Fill in the ledger details:
- Title: A recognizable name (e.g., "PIK Dinner May 2026").
- Date: The date of the event.
- Passcode: A 4-digit code (e.g.,
1234) to secure the sharing view.
Managing Participants
Once a ledger is created, you can define who belongs to the group:
- Add Members: Type names to add friends.
- Remove Members: Delete participants if they didn't consume anything (only available if they aren't assigned to any active expense items).
Closing a Ledger
When all expenses have been entered and everyone has paid their dues, you can Close the ledger.
- Closing a ledger locks it from edits, preventing accidental modifications to splits or totals.
- You can reopen a ledger at any time if you need to add late expenses.