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:

  1. Click the "new expense" button. You'll be taken to a screen with multiple fields to complete, most of which are optional.

  2. Enter the date of the expense (required field).

  3. Click the toggle next to the parent who paid (required field).

  4. Add a few words to serve as the expense's title.

  5. Select a category from the drop-down menu, or type in a category of your own.

    If you create a new category, it will be added to the drop-down list for future entries.

  6. Next, you have the option to add more details describing the expense.

  7. Type in the total amount paid.

  8. If this cost is shared with the other parent, type in how much they are responsible for, as a percent of the total.

    The dollar amount they owe for this expense will appear. If it's not correct, adjust the numbers you entered under "value" or "reimbursement %."

  9. 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.

  10. Finally, you can attach a receipt, invoice or other documentation related to the expense.

  11. 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.

Add new payment

To note that one parent has paid the other:

  1. Click the "new payment" button. You'll be taken to a screen with multiple fields to complete, most of which are optional.

  2. Enter the date the payment took place (required field).

  3. Click the toggle next to the parent who paid (required field).

  4. Choose how the parent paid: by cash, check or an electronic method.

  5. On the next line, you can type in a check or reference number.

  6. Under description, explain what the payment was for or add other details.

  7. Next, enter the amount paid (required field).

  8. Finally, you can attach an image of the check, your bank statement or other documentation related to the payment.

  9. 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.

Edit or delete entry
  1. On the main expenses page, toggle among the date range options in the top left corner to find the entry you want to reject.

  2. Click the date or title of the entry you want to edit.

  3. On the next screen, hit "modify entry" in the upper right corner.

  4. 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.

Reject entry
  1. On the main expenses page, toggle among the date range options in the top left corner to find the entry you want to reject.

  2. Click the date or title of the entry you want to reject.

  3. On the next screen, click "mark as rejected," in the upper right corner.

  4. Add a reason for the rejection, if you like.

  5. Hit "save." Back on the main expenses page, the item will appear under the header "rejected expenses."

To undo the rejection, click the entry and select "mark as accepted."

Custody X Change tracks your parenting expenses to create a detailed report.

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