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Sharing and expenses

A trip with more than one person on it needs two things: everyone able to see the plan, and a way to work out who owes whom at the end.

Sharing a trip

The members tab

Add someone by their exact username — they need an account on this Caravel already, which is the point of a self-hosted app rather than a limitation. There are two roles:

Role Can
Editor Change anything on the trip, including ticking shared checklists
Viewer Read everything shared with the trip, and change nothing

The trip's owner cannot be removed, and removing somebody takes their access immediately. If they had personal files or lists on the trip, Caravel says how many will be deleted with them before you confirm — those are theirs, and nobody else can see them.

Expenses

The expenses tab

Each trip has one main currency, chosen when you create it. Every amount is stored as a whole number of the currency's smallest unit — cents for EUR, whole yen for JPY — so nothing is ever a fraction of a cent out.

An expense records what it was for, what it cost, who paid and who it was for. By default it splits evenly between everyone on the trip; untick "Split with everyone" and it pins to a subset, and the row then says so ("Only for …"), because otherwise a total would not follow from the amounts in front of you.

Every expense on a trip is visible to everyone on it, viewers included. There is deliberately no private expense: a hidden row in a shared ledger makes an incorrect total look correct.

Settling up

The balances summary

From who paid and who each expense was for, Caravel works out where everyone stands and suggests a short set of payments that settles it — not every pairwise debt, just the transfers that clear it.

Two deliberate choices are visible in that screenshot. An expense nobody is recorded as having paid is reported separately rather than split between people who may not owe it. And nothing here marks a debt as paid: the settle-up list is advice, not a record.

More than one currency

A trip through Japan on a Euro budget wants both numbers on the row: the receipt says ¥1,200 and the ledger says €7.60. So a trip can record expenses in currencies other than its main one.

In Settings → Other currencies, add a currency and give it a rate — the form reads as you would look it up, 1 JPY = 0.0058 EUR. Once a currency is configured, the expense form grows a picker beside the amount, and the field follows what you choose: pick JPY and it stops offering decimals, because yen have none.

An expense is stored in what you actually paid and counted in the main currency. The row shows both — ¥12,000 with ≈ €69.60 under it — while the total, everyone's share and the whole settle-up summary stay in one currency, because a total in three currencies is not a total.

Three things are worth knowing:

  • Rates are live, not historical. There is one rate per currency, and editing it re-converts every expense recorded in that currency. A trip's rate is "the rate we're using", not a record of the market on the day.
  • A currency in use cannot be removed. Caravel says how many expenses hold it rather than leaving amounts it can no longer convert.
  • Rates are entered against the main currency at the time. Changing the main currency later does not recalculate them, and does not convert amounts already recorded either — the settings form warns you when you try, and the rates are worth checking afterwards.

A trip that never adds a second currency sees none of this: no picker, no second figure, exactly as before.