Excel workbook
Roommate Shared Expenses and Settle-Up Workbook: Log Bills, Split Them Fairly, Settle Once
Everyone logs what they paid. The workbook shows who owes whom and how to settle in a few payments.
$14 one time · example and blank copies · download link by email
Who it is for
Roommates and shared households of two to six people, including couples and families who share costs.
Why it is different
- A rent split helper handles unequal rooms.
- Exclusions let an expense be shared by only some people, such as a streaming account.
- A filled example for invented people and a blank copy with formulas working.
What is inside
- Start Here. How to use it.
- People. Up to six people and their share settings.
- Rules. Default split, rent split method and exceptions.
- Expenses. One row per expense with date, payer, amount and who shares it.
- Balances. What each person paid, what their share was and who is owed.
- Settle Up. Plain sentences such as who pays whom and how much.
- By Month. Each person's share by month.
- Rent Split Helper. Rent by equal, by room size or by a percentage you pick.
- Checks. Flags a missing date, an unknown payer or percentages that do not total 100.
A look inside
Example data, real formulas
Get it
Roommate Shared Expenses and Settle-Up Workbook
Want every toolkit? The toolkit membership includes all of them, with a lower rate if you pay yearly.
Delivered as a zip of editable Word files and printable PDFs. For one business, your own use. General information and templates, not legal, tax or accounting advice. Worked out from the figures you enter, to the cent. It shows who should pay whom; it does not move money. Largest-first settling may not give the fewest possible payments, and an expense with no date or an unknown payer is not counted until fixed. Not legal or financial advice, and not a lease. Payment is handled by Stripe. If a file will not open or something looks wrong, reply to your order email and we will make it right.
Free starter
Try a free one-tab version first
A small working Excel file with the same kind of math, filled with made-up example numbers you can type over. We send one confirmation email, and no series follows.
Rather hand it off?
We can keep the books for you each month
If tracking this yourself is more than you want to take on, we do monthly bookkeeping in QuickBooks, Xero or Excel. Tell us what you use and what is behind, and we reply with a written quote after a short review of your books. No obligation.
Get a bookkeeping quote Free books health checkPrefer to keep it yourself but want a hand getting started? Book a 45 minute setup session ($65).
Buy it with the others