Plan and understand group spending

The Spending tab answers how much the group spent, where the money went, and how the current pace compares with an optional plan.

Group and category budgets

Any accepted member may configure one optional group budget and independent category limits. They are informational: exceeding a limit never blocks an expense.

Optional trip dates

Inclusive start and end dates add trip context. When a total budget and active date range exist, BranchBalance shows the remaining budget divided across the remaining days, rounded down to whole minor units.

Categories and payment methods

New expenses use a fixed category and Card, Cash, or Other payment method. Legacy expenses without these fields remain valid and appear explicitly as Uncategorized or Unspecified.

Filters

Combine category, payment method, payer, and shared-versus-Just-me filters. Filtered views never change the underlying balances or budget calculations.