Starting a collection round

Set an amount per person and a due date, choose who owes it, then track who's paid and who hasn't.

Start a round

  1. Open the fund and go to the Rounds tab.
  2. Tap Start a round.
  3. Type the Round name, like "October dues".
  4. Type the Amount per person.
  5. Need a deadline? Turn on Due date (optional), then pick Sunday, Month end, or tap Another day for the calendar.
  6. Under Who owes this round, everyone starts ticked — tap Deselect all and tick back just a few, or Select all to tick everyone again.
  7. Tap Save.
The Start a round screen with Round name, Amount per person and Who owes this round

The paid / unpaid table

Open a round to see a table of everyone: Paid in full, Still owing, Overpaid, or Exempt. Filter by status at the top.

A round's paid / unpaid table, filtered by status

Adding people once a round is already open? Tap Add people to the round at the top. To change what one person owes, tap the pencil beside their name to open Change what's due — 0 means exempt from this round.

Closing or reopening a round

Done collecting? Tap Close the round: no more payments or changes can be recorded, though it can still be viewed and exported. Need to record more? Tap Reopen the round.