Group settings are edited by admins. Other members can open Group Settings to read them and see the note You need admin permissions to edit group settings.
Edit the group
- Open the group and tap the gear icon to open Group Settings.
- Under Group Information change Name, Description, Currency or Group Color.
- Tap Save Changes.
Changing the currency changes the currency in which balances and settlements are shown. Existing expenses keep the amount and currency they were entered in.
Manage categories
Each group has the system categories (for example Food & Drinks, Groceries, Transport, Travel, Accommodation, Bills & Utilities, Other) plus its own custom ones.
- In Group Settings, scroll to Categories.
- Tap + to add a category: enter a Name, pick an Icon and a Color, then save.
- Tap a custom category to edit it, or long-press to delete it (Tap to edit, long press to delete).
System categories cannot be edited or deleted. Two categories in one group cannot have the same name.
Choose how settlements are suggested
Under Settlement, the Simplify debts switch controls the suggestions on the Balances tab. See Use the settlement plan and simplify debts.
Other settings on this screen
- Budget: see Set a group budget.
- Invite Code: see Invite people to a group.
- Data Export: see Export expenses to a CSV file.
- Archive group and Danger Zone: see Archive, leave or delete a group.
Web
- Open the group and click Edit Group (admins only).
- Change Group Name, the description, the currency, the colour or the Budget, then click Save Changes.
Custom categories are managed in the mobile app; the web app shows them when you pick a category.