Expense Tracker: How to Add, Edit or Reject an Entry

The Custody X Change expense tracker can help you keep tabs on your child-related spending and get reimbursed for costs shared with the other parent.

Below, find details on how to enter an expense or payment into the tool, and on how to reject or edit an entry.

To begin, click the expenses tab. (On a phone screen, you may need to click "more" first.)

Add new expense

To record a child-related expense incurred by either parent:

Click the "new expense" button. You'll be taken to a screen with multiple fields to complete, most of which are optional.
Enter the date of the expense (required field).
Click the toggle next to the parent who paid (required field).
Type in the total amount paid (required field).
Select a category from the list, or type in a new category.

If you create a new category, it will be added to the list for future entries.
If this cost is shared with the other parent, type in how much they are responsible for, as a percent of the total.

The amount they owe for this expense will appear. If it's not correct, adjust the numbers you entered under "cost" or "reimburse."
Add a few words to serve as the expense's title.
If you want, add more details describing the expense.
If this is a recurring expense — for example, monthly tuition — check the box, and choose how often the cost should appear in your expense tracker.

Decide if the recurrence should go on forever, for a set number of times or until a certain date.
Finally, you can attach a receipt, invoice or other documentation related to the expense.
Hit save. You'll be taken back to the main page of your expense tracker. If you don't see your new entry, click the date options at the top left corner of the page to find it.

To note that one parent has paid the other:

Click the "new payment" button. You'll be taken to a screen with multiple fields to complete, most of which are optional.
Enter the date the payment took place (required field).
Click the toggle next to the parent who paid (required field).
Next, enter the amount paid (required field).
Choose how the parent paid: by cash, check, PayPal, Apple Pay, etc. You can also add a new payment method.
On the next line, you can type in a check or reference number.
Under "description," explain what the payment was for or add other details.
Next, choose whether you want to put the payment toward specific expenses (required field).

If you do, specify which expenses by checking them. As you check expenses off, the amount owed for each one will update to show that the payment has been applied.

If the expenses you check total more than the payment, the payment will be applied to the oldest of those expenses until it's used up.
Finally, you can attach an image of a check, bank statement or other documentation related to the payment.
Hit save. You'll be taken back to the main page of your expense tracker. If you don't see your new entry, click the date options at the top left corner of the page to find it.

On the main expenses page, toggle among the date range options in the top left corner to find the entry you want.
Click the date, title or payment method of the entry you want to edit.
Make your changes, and hit save. Or to delete the entry entirely, hit "delete" in the lower right corner.

Your changes will instantly be reflected on the main expenses page.

On the main expenses page, toggle among the date range options in the top left corner to find the entry you want.
Click the date, title or payment method of the entry.
On the next screen, scroll down to "reimburse status" or "payment status" and check the box.
Add a reason for rejecting the expense or not receiving the payment, if you like.
Hit "save." Back on the main expenses page, the item will appear under either the header "rejected expenses" or "payments not received."

To undo, click the entry and uncheck the box next to "rejected" or "not received," then click save.