diff --git a/pages/02.tutorials/02.Cloud/04.Apps/cospend/docs.en.md b/pages/02.tutorials/02.Cloud/04.Apps/cospend/docs.en.md index 7f589ac1..2555d6f7 100644 --- a/pages/02.tutorials/02.Cloud/04.Apps/cospend/docs.en.md +++ b/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.
*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.
_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.
_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.
_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.
_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. diff --git a/pages/02.tutorials/02.Cloud/04.Apps/cospend/en/add_bill_01.png b/pages/02.tutorials/02.Cloud/04.Apps/cospend/en/add_bill_01.png new file mode 100644 index 00000000..65f267c0 Binary files /dev/null and b/pages/02.tutorials/02.Cloud/04.Apps/cospend/en/add_bill_01.png differ diff --git a/pages/02.tutorials/02.Cloud/04.Apps/cospend/en/add_bill_02.png b/pages/02.tutorials/02.Cloud/04.Apps/cospend/en/add_bill_02.png new file mode 100644 index 00000000..412a8004 Binary files /dev/null and b/pages/02.tutorials/02.Cloud/04.Apps/cospend/en/add_bill_02.png differ diff --git a/pages/02.tutorials/02.Cloud/04.Apps/cospend/en/add_bill_options.png b/pages/02.tutorials/02.Cloud/04.Apps/cospend/en/add_bill_options.png new file mode 100644 index 00000000..bdaf5af0 Binary 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