Easily manage and settle shared expenses for homes, cottages, or investment properties. This Excel template tracks costs, calculates allocations, and shows who owes whom, providing clarity and fairness for up to 8 contributors.
Designed to help groups manage expenses for shared properties like homes, rentals, cottages, vacation homes, or investments. Whether you have 2 or 8 contributors, this easy-to-use template tracks expenses, allocates costs, and shows net balances for quick reconciliation.
Features:
Track contributions from up to 8 parties.
Allocate expenses by equal share, usage, or custom percentages.
Customers method of allocation by expense category
View a detailed summary of each party's allocated share, paid amounts, and net balance.
Automatically calculates who owes whom and provides a simple reconciliation matrix.
Easily adjust for payments made along the way and get a real-time view of settled balances.
Perfect for families, co-owners, roommates, and investment partners, this template offers transparency and ensures fairness. No more manual calculations—just clarity, accountability, and simplicity.
Designed for Office 365 Users (Current Channel). Instant Excel File Download
