Getting Started Guide

Welcome to FairLedger

FairLedger helps co-parents track shared expenses, manage custody, and keep a clear, tamper-evident record — without the drama of texts and spreadsheets.

This guide walks you through everything in about 10 minutes. Jump to any section using the navigation on the left.


1

Overview

FairLedger is a shared ledger for two parents. Every expense one parent submits goes to the other for approval — creating a verified, jointly acknowledged record. Nothing hits the ledger until both parties agree.

Dashboard showing balance cards, pending expenses, and today's events

Shared Expenses

Submit, approve, and track reimbursable expenses with a running balance.

Family Calendar

Visualize custody schedules, log events, and manage swap requests.

Conversations

Attach notes to expenses, or use shared threads for ongoing communication.

2

Account Setup

One parent creates the account and invites the other. The full experience requires both parents — once connected, every transaction creates a shared, verified record.

  1. 1

    Create your account

    Go to app.fairledger.app and sign up. Your 30-day free trial starts immediately — no credit card needed.

  2. 2

    Choose your setup mode

    Select Together with my co-parent if you're ready to invite them now, or On my own for now to start recording solo and invite later.

  3. 3

    Invite your co-parent

    Enter their email address. They'll receive an invitation link and create their own account. Once they join, your shared ledger activates and all new entries require mutual approval.

  4. 4

    Add your children (optional)

    From Settings → Children, add each child's name to associate expenses and events with a specific child.

Create family signup screen Invitee complete profile screen

⚡ Using solo mode?

Solo entries are labeled Solo and visible only to you. When your co-parent joins, your ledger transitions to duo mode — new entries go through the approval process, and your solo history stays visible as a reference.

3

Adding Transactions

Tap the + button in the top right of the Expenses screen to add a transaction.

Choose transaction type Add transaction form
Description

A clear label — e.g. "Dentist - June checkup" or "Soccer camp deposit".

Amount

The full cost of the item, not just your share.

Who paid

Select who actually paid — this determines the direction of reimbursement.

Split

How costs are divided. Common presets: 50/50, 0/100, 100/0 — or use the slider.

Receipt

Attach a photo or PDF from the transaction detail screen after saving.

4

Transaction Types

FairLedger tracks four types of transactions, each handled differently in the ledger.

Shared Expense

Any cost shared between both parents — medical, school, activities, childcare. One parent submits; the other approves. Affects the Expense Balance.

Examples: dental appointment, soccer cleats, school supplies, summer camp

Settlement / Payment

Records a payment made to settle an outstanding balance — via Venmo, Zelle, cash, or any method. FairLedger doesn't process payments; it records that one was made.

Examples: "Sent $300 via Zelle on June 1st", "Paid in cash at pickup"

Support Obligation

A recurring financial obligation tracked in a separate Support Ledger. Recorded as accrued (no approval needed), can be set up as recurring monthly entries.

Examples: monthly child support, alimony payment

Adjustment

Corrects a previously approved expense without deleting the original record. Use when the final amount differs from what was initially submitted.

Examples: insurance covered part of a medical bill after the fact, returned item

5

Approving & Disputing

When a transaction is submitted, it enters Pending status. The other parent must approve it before it affects the ledger balance.

✓ Approve

Tap Approve on any pending transaction. It moves to Approved status and immediately updates the running balance.

✕ Dispute

Tap Dispute and enter your reason. The entry is excluded from the balance. The dispute reason is recorded permanently.

Transaction detail with Approve and Dispute buttons

📋 Important to know

  • Only the other parent can approve or dispute — you can't approve your own submissions.
  • Once approved or disputed, the status is final. Use an Adjustment to correct an approved amount.
  • Pending transactions don't count toward the balance until approved.

⚡ Solo mode

In solo mode, transactions are automatically recorded in the ledger — no approvals needed.

6

Recurring Obligations

Set up recurring transactions for anything that repeats monthly — child support, alimony, or regular shared expenses like daycare.

  1. 1

    Go to Expenses → Settings (gear icon) → Recurring

  2. 2

    Tap Add Rule and configure the amount, type, and which day of the month it posts.

  3. 3

    Each month, the transaction is automatically created as Pending or recorded. You'll be notified when it posts.

Recurring rules list
7

Family Calendar

The calendar gives both parents a shared view of the custody schedule, events, and activities. Days are color-coded by who has custody.

Calendar with custody colors and events

Setting up your custody schedule

Go to Calendar → Settings to configure your custody arrangement. Choose from two modes:

  • Fixed alternating — a regular weekly, bi-weekly, or monthly rotation with a defined start date
  • Flexible — set a default custody parent and mark the other parent's custody periods individually, ideal when visits follow an irregular or long-distance schedule

Adding events

Tap any day on the calendar to add an event — doctor's appointments, school activities, sports, travel. Events can be tied to a specific child and set as recurring weekly.

💡 Tip

The calendar starts gray until you configure your custody schedule — that's by design. It's better to start with accurate information than a default that may not match your arrangement.

8

Custody Swaps

When you need to swap custody on a specific day, submit a formal swap request. The other parent accepts or declines, and the calendar updates automatically with a complete audit trail.

Submit swap request Accept or decline swap request
  1. 1

    From the calendar, tap a day and select Request Swap. Add a note explaining the reason.

  2. 2

    Your co-parent receives a notification and can accept, decline, or reply with a message.

  3. 3

    If accepted, the calendar updates immediately. The full exchange is preserved.

💡 Swap requests can only be initiated from Weekly View. They apply to fixed alternating schedules only — if you use a flexible custody schedule, adjust custody periods directly in Calendar → Settings instead.

9

Conversations

FairLedger keeps all communication in context. Messages are tied directly to the expense, event, or swap they relate to.

Conversations hub showing Main thread and expense threads

Main thread

A shared general-purpose conversation between both parents for logistics and quick notes.

Custom threads

Create custom named conversation threads, like "Camp 2026", for specific topics — a school year, medical situation, or activity.

Expense / Event / Custody Swap notes

Each expense, calendar event, and custody swap has its own notes thread. Open the item and scroll down to add context, document a dispute reason, or keep the conversation attached to the record it relates to.

Message badges

Badges show the read status of every conversation. Red means you have unread messages. Yellow means your co-parent hasn't read yours yet. Gray means both parties are caught up — a transparent record of who saw what, and when.

⚡ Solo mode

In solo mode, conversations become Notes — visible only to you. All messages show a gray badge with no unread notifications since there's no other party.

10

Reports

Generate a full expense report for any date range — a clean, printable document showing every transaction, its status, net effect, and running balance.

Expense report preview showing balance summary and ledger table
  • Go to Settings → Reports, select a date range, and tap Generate.
  • Reports open in a new browser tab and can be printed or saved as PDF.
  • Shared expense and support obligation ledgers are shown separately.
  • Disputed entries are marked and excluded from the balance.
  • Category subtotals give a quick breakdown of where money went.

📋 For legal use

FairLedger reports show a tamper-evident record of submissions, approvals, and disputes. FairLedger does not provide legal advice; consult your attorney on how to present records in legal proceedings.

11

Tips & Best Practices

📸 Attach receipts immediately

Open the transaction right after saving and attach the receipt while you have it in hand.

📅 Enter expenses promptly

Submit expenses within a few days. A timely record is a more credible record.

💬 Use notes, not texts

Say it in FairLedger's notes — not a separate text thread. Keep the record together.

🔄 Set up recurring rules early

Anything that repeats monthly — support, daycare, after-school — should be a recurring rule.

📊 Run monthly reports

Generating a monthly report creates a regular checkpoint and catches discrepancies early.

⚖️ Dispute with context

When disputing, always include a clear reason — it becomes part of the permanent record.

Ready to get started?

Free 30-day trial. No credit card required. Invite your co-parent anytime.

⚡ Create your account →