Settlr Docs
Core Features

Creating & Managing Ledgers

Learn how to set up split-bill ledgers, manage members, and lock 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

  1. Open your Home dashboard.
  2. Under the Split Bill section, tap Ledgers and select New Ledger (or create one directly from the welcome panel).
  3. Fill in the ledger details:
    • Title: A recognizable name (e.g., "PIK Dinner May 2026").
    • Date: The date of the ledger or gathering.
    • 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).

Locking a Ledger

When all expenses have been entered, you can Lock the ledger.

  • Locking a ledger freezes it from edits, preventing accidental modifications to splits or totals while participants settle debts.
  • You can unlock a ledger at any time if you need to add late expenses or make adjustments.

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