--- title: "Roommate Shared Expenses & Settle-Up Workbook (Excel) | MCC" description: "Excel workbook for roommates that logs shared expenses, splits each one equally, by percentage or among only some people, splits rent by room, and works…" url: "https://mcc-solutionsnj.com/toolkits/roommate-shared-expenses-settle-up" --- 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 · 14-day full refund · example and blank copies · download link by email Buy now, $14 Try the free starter 🌙 The desk is asleep. The store never is. Every kit and ebook downloads the moment you pay, day or night. Questions get answered after we open in the morning. [Browse the store](/toolkits) Who it is for Roommates and shared households of two to six people, including couples and families who share costs. Not the right fit if You want an app that moves the money, or you share costs with more than six people. 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 [![Settle Up tab of the Roommate Shared Expenses and Settle-Up Workbook, with example data](/img/toolkits/roommate-shared-expenses-settle-up/a.png)](/img/toolkits/roommate-shared-expenses-settle-up/a.png) Settle Up tab with example data. Made-up numbers. [![Balances tab of the Roommate Shared Expenses and Settle-Up Workbook, with example data](/img/toolkits/roommate-shared-expenses-settle-up/b.png)](/img/toolkits/roommate-shared-expenses-settle-up/b.png) Balances tab with example data. Made-up numbers. Get it ## Roommate Shared Expenses and Settle-Up Workbook Or pay with PayPal Uses the email and terms box above. You get the same download link by email. ZIP code (for sales tax) Want every toolkit? The [toolkit membership](/membership) includes all of them, with a lower rate if you pay yearly. Get every update for a year, $29: the [Yearly Updates Pass](/updates-pass?kit=roommate-shared-expenses-settle-up) gives you each refreshed edition we release of the kits you own. One payment, no automatic renewal. Delivered as a zip with a filled example and a blank copy. Built for Excel, tested in LibreOffice; it should open in Google Sheets but not every feature is tested there. For one business, your own use. General information, not accounting, tax or legal 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. Ways to get it ## Just this kit, or more This kit **$14 one time** Roommate Shared Expenses Settle-Up. Buy this kit The set **$35 one time** 3 kits including this one, $12 less than buying them separately. [See the set](/toolkits/shared-living-and-holidays-bundle) Membership **$29 a month** Every kit and document pack in the store, including new ones. Cancel any time. [See the membership](/membership) Questions ## Common questions **What do I get and how is it delivered?** The Roommate Shared Expenses Settle-Up as two Excel files in one zip: a filled-in EXAMPLE so you can see every tab working, and a BLANK copy for your own numbers, plus a README. The download link arrives by email after payment. **Will it open on a Mac, Google Sheets or my phone?** Built for Excel and tested in LibreOffice, which runs on Mac and Windows; it should open in Google Sheets, but not every feature is tested there. Phone spreadsheet apps are not tested. If a file will not open or something looks wrong, reply to your order email and we will make it right. If it is not right for you, email us within 14 days of buying for a full refund. **Is this legal or tax advice?** No, it is not legal or financial advice, and not a lease. **Is it the right fit for me?** It is made for roommates and shared households of two to six people, including couples and families who share costs. Skip it if you want an app that moves the money, or you share costs with more than six people. 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](/bookkeeping/#interest) [Free books health check](/bookkeeping/health-check) Prefer to keep it yourself but want a hand getting started? [Book a 45 minute setup session](/workbook-setup-session) ($65). Buy it with the others [Bundle ### Shared Living and Holidays Bundle This product plus 2 more, in one download. $35 instead of $47 separately](/toolkits/shared-living-and-holidays-bundle)[### Month-End Close Workbook A real month-end close in one Excel file. It tells you when a rec does not tie, which variances still need an answer, and when the period is ready to lock. $19](/toolkits/month-end-close-workbook) ## More bookkeeping and business toolkits - [Sales Resume Template Pack](/toolkits/sales-resume-template-pack) $15 - [Security Deposit Kit for Landlords and Tenants](/toolkits/security-deposit-kit) $15 - [Senior Deduction and NJ Property Tax Relief Organizer](/toolkits/senior-deduction-nj-property-tax-relief-organizer) $15 - [Service Business Pricing and Quote Kit](/toolkits/service-business-pricing-and-quote-kit) $19 - [Short-Term Rental Host Profit Tracker](/toolkits/airbnb-host-profit-tracker) $24 - [Sick Leave and PTO Accrual Tracker](/toolkits/sick-leave-pto-accrual-tracker) $15 [See every toolkit and document pack](/toolkits/all) ## Rather have someone do the books? [Get a Bookkeeping Quote](/bookkeeping/#interest)[Call (908) 444-6373](tel:+19084446373)