Browse Source

Cospend app H2 (#66)

Cospend app Howto

Co-authored-by: fede <fede@disroot.org>
Co-authored-by: meaz <meaz@no-reply@disroot.org>
Reviewed-on: #66
Reviewed-by: meaz <meaz@no-reply@disroot.org>
Reviewed-by: muppeth <muppeth@no-reply@disroot.org>
Co-authored-by: Fede.- <fede@no-reply@disroot.org>
Co-committed-by: Fede.- <fede@no-reply@disroot.org>
XMPP_Update
Fede.- 6 months ago
committed by meaz
parent
commit
3ce4279285
  1. 178
      pages/02.tutorials/02.Cloud/04.Apps/cospend/docs.en.md
  2. BIN
      pages/02.tutorials/02.Cloud/04.Apps/cospend/en/add_bill_01.png
  3. BIN
      pages/02.tutorials/02.Cloud/04.Apps/cospend/en/add_bill_02.png
  4. BIN
      pages/02.tutorials/02.Cloud/04.Apps/cospend/en/add_bill_options.png
  5. BIN
      pages/02.tutorials/02.Cloud/04.Apps/cospend/en/add_bill_options_01.png
  6. BIN
      pages/02.tutorials/02.Cloud/04.Apps/cospend/en/add_bill_options_02.png
  7. BIN
      pages/02.tutorials/02.Cloud/04.Apps/cospend/en/associate_user.gif
  8. BIN
      pages/02.tutorials/02.Cloud/04.Apps/cospend/en/categories.png
  9. BIN
      pages/02.tutorials/02.Cloud/04.Apps/cospend/en/categories_01.png
  10. BIN
      pages/02.tutorials/02.Cloud/04.Apps/cospend/en/categories_02.png
  11. BIN
      pages/02.tutorials/02.Cloud/04.Apps/cospend/en/cospend_add_bill.mp4
  12. BIN
      pages/02.tutorials/02.Cloud/04.Apps/cospend/en/cospend_add_member.mp4
  13. BIN
      pages/02.tutorials/02.Cloud/04.Apps/cospend/en/cospend_app.png
  14. BIN
      pages/02.tutorials/02.Cloud/04.Apps/cospend/en/cospend_sharing.mp4
  15. BIN
      pages/02.tutorials/02.Cloud/04.Apps/cospend/en/currencies.png
  16. BIN
      pages/02.tutorials/02.Cloud/04.Apps/cospend/en/main_screen.png
  17. BIN
      pages/02.tutorials/02.Cloud/04.Apps/cospend/en/menu_settlement.png
  18. BIN
      pages/02.tutorials/02.Cloud/04.Apps/cospend/en/menu_statistics.png
  19. BIN
      pages/02.tutorials/02.Cloud/04.Apps/cospend/en/new_project.gif
  20. BIN
      pages/02.tutorials/02.Cloud/04.Apps/cospend/en/panel.png
  21. BIN
      pages/02.tutorials/02.Cloud/04.Apps/cospend/en/project_menu.png
  22. BIN
      pages/02.tutorials/02.Cloud/04.Apps/cospend/en/project_settings.png
  23. BIN
      pages/02.tutorials/02.Cloud/04.Apps/cospend/en/project_sharing.png
  24. BIN
      pages/02.tutorials/02.Cloud/04.Apps/cospend/en/project_shortcuts.png
  25. BIN
      pages/02.tutorials/02.Cloud/04.Apps/cospend/en/settings.gif
  26. BIN
      pages/02.tutorials/02.Cloud/04.Apps/cospend/en/settings.png
  27. BIN
      pages/02.tutorials/02.Cloud/04.Apps/cospend/en/settlement.png
  28. BIN
      pages/02.tutorials/02.Cloud/04.Apps/cospend/en/sharing_01.png
  29. BIN
      pages/02.tutorials/02.Cloud/04.Apps/cospend/en/sharing_02.png
  30. BIN
      pages/02.tutorials/02.Cloud/04.Apps/cospend/en/statistics.png

178
pages/02.tutorials/02.Cloud/04.Apps/cospend/docs.en.md

@ -4,7 +4,7 @@ published: true
visible: false
indexed: true
updated:
last_modified: " 2021"
last_modified: "February 2021"
app: Cospend
app_version: 1.2.7
taxonomy:
@ -14,11 +14,179 @@ taxonomy:
- cloud
- apps
- cospend
visible: true
page-toc:
active: false
active: true
---
# Cospend (coming soon)
# What is Cospend?
**Cospend** is a group/shared budget manager app. You can use it when you share a house, when you go on vacation with friends or whenever you share money with others.
**Cospend** app is a group/shared budget manager. You can use it when you share a house, when you go on vacation with friends or whenever you share money with others.
# How it works?
With **Cospend** you can create a **Project** which is a way of managing expenses and bills of a group of people. A project contains **Members** (any person or sub-group of persons that participates in the project and that has an initial weight of 1) and **Bills** (any expense made by one member that involves one or more members of the same project).
A basic practical example to understand how it works might be the following:
**Andrew**, **Brenda**, **Carla** and **David** want to organize and share the costs of a vacation trip. But since **Brenda** and **Carla** are a couple they want to be added as **one member** (**Brenda & Carla**) with a weight of 2.
- **Andrew** (a member with a weight of 1) pays a 40 euros bill. The balance of **Andrew** will increase to 40.
- This bill involves himself, "**Brenda & Carla**" (a member with a weight of 2) and **David** (a member with a weight of 1). So far the sum of the members weight is 4, which means they have to split the bill in 4 shares:
- **Andrew** will owe 1 share (10 euros)
- "**Brenda & Carla**" will owe 2 shares (20 euros) and
- **David** will owe 1 share also (10 euros)
This example is pretty simple and intuitive but in a scenario with a larger budget and a bigger number of people, things can get complicated. That is when **Cospend** becomes more useful and interesting.
# Create a New Project
After log in, select the **Cospend App**
![](en/cospend_app.png)
The first time you use it, it will be empty (of course).
![](en/main_screen.png)
To create a new project just click on the **+ New project** box and type its name.
![](en/new_project.gif)
Now at the right of the project's name you have two shortcuts to the **Panel** and a menu.
![](en/project_shortcuts.png)
- The first one is the **Sharing** shortcut. Click on it to open the **Panel** and manage different sharing options (we will look at them in more detail below).
![](en/project_sharing.png)
- The second one opens the project **Settings** tab in the **Panel** from where you can manage members and a couple of other options (again, we will look at them in more detail below).
![](en/project_settings.png)
- The "three dot" icon opens a menu from where you can add members, see statistics of the project, settle it (this option will show you a possible way to settle the bills and put everyone's balance back to 0) and delete it.
![](en/project_menu.png)
## Add a member
To add a member just click on the "three dots" icon and select **Add member**. The right panel will open and you will be able to add a new member from the **Member list** option in the **Settings** tab. You can also add a **Nextcloud** user from the same instance, assign a color, rename and set the weight of the member.
![](en/cospend_add_member.mp4?resize=1024,576&autoplay&loop=1)
You can also associate a member with a **Nextcloud** user.
![](en/associate_user.gif)
To "disassociate" them, just rename the member's name.
## Add a bill
To add a new bill click on **+ New bill**...
![](en/add_bill_01.png)
... and a right panel with bill options will be opened.
![](en/add_bill_02.png)
These options are:
![](en/add_bill_options_01.png)
- **What?**: here you can type a sort of title that describes what the bill is about.
- **How much?**: the amount of the bill or the expense made. You can type an amount or simple maths operations and press Enter to get the value (for example, if you write `10+15` and Enter the value will be `25`).
- **How payed?**: select the member who payed the bill.
- **When?**: select the date of the bill.
- **Payment mode**: select how the payment was made.
- **Category**: select a category for the bill.
- **Comment**: here you can add more information or a simple comment about the bill for other members.
- **Repeat**: select if it is a recurrent expense and how often it has to be repeated.<br> *The bill repetition process runs once a day. If your bills are not automatically repeated, you should contact us so we can check if there is an issue with it*.
Then you have the **Bill type** options.
![](en/add_bill_options_02.png)
There are four:
1. **Classic, even split**: by selecting this mode the bill is split equitably between members.<br>_For example: **Andrew** pays a grocery bill and **Brenda & Carla** and **David** agree to share the cost equally._
2. **Even split with optional personal parts**: this mode is similar to the previous one but you can also add an amount related to "personal" expenses from other members.<br>_For example: a collective shop is made at the supermarket but **David** added some personal items that should not be paid by **Andrew** and **Brenda & Carla**._
3. **Custom owed ammount per member**: the bill amount is ignored and you have to select a payer and enter a custom owed amount for each member. Then click on "**Create the bills**" and multiple bills will be created.<br>_For example: **David** pays the dinner bill at the restaurant but there are quite a price difference between what **Brenda & Carla** and **Andrew** ate._
4. **Custom share per member**: this mode is similar to the previous one. The difference is that instead of amounts you set shares.<br>_For example: **Brenda & Carla** pay an hotel bill for a month but **Andrew** was not there the whole month but two weeks. **Andrew** should then pay half a share (0.5) while **Brenda & Carla** and **David** pay a full share (1)._
## Statistics
This option does not require much explanations. Click on it to access a set of statistics that can help you manage your project.
![](en/menu_statistics.png)
![](en/statistics.png)
## Settle a project
If for some reason you need to settle the bills in such a way that everyone's balance back to zero, you can use the **Settlement project** option.
![](en/menu_settlement.png)
You can choose wether to focus the settlement on one particular member and a maximum date after which the bills are not taken into account for it.
![](en/settlement.png)
# Options and settings
![](en/panel.png)
## Sharing a project
In the **Sharing** tab you can:
![](en/sharing_01.png)
1. Share the project with another **Nextcloud** users, a group or a circle. Just type the usernames you want to share with and select them.
2. Set access privileges per member:
- Viewer
- Participant
- Maintainer
- Admin
- Remove the access to the project
3. Set a password protected access link
![](en/cospend_sharing.mp4?resize=512;780&autoplay&loop)
4. Or generate a QR code to access the project from the [**MoneyBuster** app](https://f-droid.org/en/packages/net.eneiluj.moneybuster/).
![](en/sharing_02.png)
## Project settings
In the **Settings** tab you can:
![](en/settings.png)
- Rename a project
- Set automatic export
- Add new members and
- assign them a color
- change a member name
- set the member weight
- or remove a member
![](en/settings.gif)
4. Associate a project member with a **Nextcloud** user. To do so, just choose a project member and then a **Nextcloud** user to associate with.
## Categories
![](en/categories.png)
To get more organized, you can use the **Categories** tab options. Here you can add, edit, create and manage categories for your projects.
![](en/categories_02.png)
## Currencies
![](en/currencies.png)
Here you can select a main currency, add a new one or set exchange rates.

BIN
pages/02.tutorials/02.Cloud/04.Apps/cospend/en/add_bill_01.png

Binary file not shown.

After

Width:  |  Height:  |  Size: 54 KiB

BIN
pages/02.tutorials/02.Cloud/04.Apps/cospend/en/add_bill_02.png

Binary file not shown.

After

Width:  |  Height:  |  Size: 111 KiB

BIN
pages/02.tutorials/02.Cloud/04.Apps/cospend/en/add_bill_options.png

Binary file not shown.

After

Width:  |  Height:  |  Size: 71 KiB

BIN
pages/02.tutorials/02.Cloud/04.Apps/cospend/en/add_bill_options_01.png

Binary file not shown.

After

Width:  |  Height:  |  Size: 47 KiB

BIN
pages/02.tutorials/02.Cloud/04.Apps/cospend/en/add_bill_options_02.png

Binary file not shown.

After

Width:  |  Height:  |  Size: 28 KiB

BIN
pages/02.tutorials/02.Cloud/04.Apps/cospend/en/associate_user.gif

Binary file not shown.

After

Width:  |  Height:  |  Size: 78 KiB

BIN
pages/02.tutorials/02.Cloud/04.Apps/cospend/en/categories.png

Binary file not shown.

After

Width:  |  Height:  |  Size: 38 KiB

BIN
pages/02.tutorials/02.Cloud/04.Apps/cospend/en/categories_01.png

Binary file not shown.

After

Width:  |  Height:  |  Size: 85 KiB

BIN
pages/02.tutorials/02.Cloud/04.Apps/cospend/en/categories_02.png

Binary file not shown.

After

Width:  |  Height:  |  Size: 53 KiB

BIN
pages/02.tutorials/02.Cloud/04.Apps/cospend/en/cospend_add_bill.mp4

Binary file not shown.

BIN
pages/02.tutorials/02.Cloud/04.Apps/cospend/en/cospend_add_member.mp4

Binary file not shown.

BIN
pages/02.tutorials/02.Cloud/04.Apps/cospend/en/cospend_app.png

Binary file not shown.

After

Width:  |  Height:  |  Size: 426 KiB

BIN
pages/02.tutorials/02.Cloud/04.Apps/cospend/en/cospend_sharing.mp4

Binary file not shown.

BIN
pages/02.tutorials/02.Cloud/04.Apps/cospend/en/currencies.png

Binary file not shown.

After

Width:  |  Height:  |  Size: 36 KiB

BIN
pages/02.tutorials/02.Cloud/04.Apps/cospend/en/main_screen.png

Binary file not shown.

After

Width:  |  Height:  |  Size: 25 KiB

BIN
pages/02.tutorials/02.Cloud/04.Apps/cospend/en/menu_settlement.png

Binary file not shown.

After

Width:  |  Height:  |  Size: 13 KiB

BIN
pages/02.tutorials/02.Cloud/04.Apps/cospend/en/menu_statistics.png

Binary file not shown.

After

Width:  |  Height:  |  Size: 13 KiB

BIN
pages/02.tutorials/02.Cloud/04.Apps/cospend/en/new_project.gif

Binary file not shown.

After

Width:  |  Height:  |  Size: 18 KiB

BIN
pages/02.tutorials/02.Cloud/04.Apps/cospend/en/panel.png

Binary file not shown.

After

Width:  |  Height:  |  Size: 13 KiB

BIN
pages/02.tutorials/02.Cloud/04.Apps/cospend/en/project_menu.png

Binary file not shown.

After

Width:  |  Height:  |  Size: 12 KiB

BIN
pages/02.tutorials/02.Cloud/04.Apps/cospend/en/project_settings.png

Binary file not shown.

After

Width:  |  Height:  |  Size: 70 KiB

BIN
pages/02.tutorials/02.Cloud/04.Apps/cospend/en/project_sharing.png

Binary file not shown.

After

Width:  |  Height:  |  Size: 80 KiB

BIN
pages/02.tutorials/02.Cloud/04.Apps/cospend/en/project_shortcuts.png

Binary file not shown.

After

Width:  |  Height:  |  Size: 18 KiB

BIN
pages/02.tutorials/02.Cloud/04.Apps/cospend/en/settings.gif

Binary file not shown.

After

Width:  |  Height:  |  Size: 119 KiB

BIN
pages/02.tutorials/02.Cloud/04.Apps/cospend/en/settings.png

Binary file not shown.

After

Width:  |  Height:  |  Size: 40 KiB

BIN
pages/02.tutorials/02.Cloud/04.Apps/cospend/en/settlement.png

Binary file not shown.

After

Width:  |  Height:  |  Size: 58 KiB

BIN
pages/02.tutorials/02.Cloud/04.Apps/cospend/en/sharing_01.png

Binary file not shown.

After

Width:  |  Height:  |  Size: 48 KiB

BIN
pages/02.tutorials/02.Cloud/04.Apps/cospend/en/sharing_02.png

Binary file not shown.

After

Width:  |  Height:  |  Size: 180 KiB

BIN
pages/02.tutorials/02.Cloud/04.Apps/cospend/en/statistics.png

Binary file not shown.

After

Width:  |  Height:  |  Size: 76 KiB

Loading…
Cancel
Save