Pivot Expense Split

-- under Google Marketplace's review --


Pivot Expense Split is a Google Sheet add-on designed for multi-currency and multi-account expense tracking. It provides a user-friendly form for entering expenses, which are logged in a journal. Splits are calculated based on user input and displayed in a structured tab, ready for creating dashboards with Google Sheets' pivot tables and charts.



Frequently asked questions

What is Pivot Expense Split? 

Pivot Expense Split is a powerful Google add-on for managing expenses, splits with flexibility and clarity. It supports advanced splitting options:

  • name for equal splits.
  • name+99 for a person contributing $99 more (e.g., Alice+5).
  • name-99 for a person contributing $99 less (e.g., Bob-5).
  • name*9 for a person paying a multiple of the amount (e.g., Alice*2 for double, Alice*0.5 for half).
  • name=99 for a fixed amount (e.g., Charlie=50).
  • name=99% for percentage contributions (e.g., Dave=40%).

For scenarios like taxes and tips, where fixed contributions fall short of the total, deficits are automatically prorated. The add-on logs these calculations, ensuring transparency and enabling robust analysis with Google Sheets.

How is it different from other App?

Unlike standalone apps, Pivot Expense Split stores data in your Google Sheets, allowing you to:

  • Customize input data, such as dropdown lists.
  • Build personalized reports and charts.
  • Use the full range of Google Sheets features for flexibility.

It is free and there are no ads. What is the catch?

There’s no catch! Our add-ons are free, and we rely on user support and potential job opportunities to sustain development.

Does it support mobile?

Yes. Pivot Expense Split can be used on mobile devices through the Google Sheets app or a browser. Both desktop and mobile users can seamlessly input expenses and submit using the Submit checkbox which has onEdit trigger to process the input at server side.

Does it support offline?

Yes, you can enable Google Sheets' "Make available offline" feature. Users can replicate the input form or manually log expenses in the Journal tab while offline. A "Resplit Journal" function is provided for reprocessing expenses. 

How to install?

  1. Visit the Google Workspace Marketplace and install the add-on.
  2. After installation, find the menu under Extensions > Pivot Expense Split.
  3. Select "Copy a template" for trial.
  4. Customize the base currency and dropdown lists in the input form.
  5. When ready to use, run "Clear Journal" to remove demo data.

How to use?

  1. Log expenses, transfers, or settlements in the Input form.
  2. Use the dashboard to track balances, such as available cash and owes/owed amounts.
  3. For credit card expenses, update exchanged amounts in the Journal tab and run "Resplit Journal" to update all balances.
  4. For foreign cash exchanged before trip, split the cash exchange to the base currency for members to settle.
  5. Record settlements to update balances.
If you are happy using this add-on, please give a like 👍

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