How to use CoParent Share

From signup to first
settled expense.

A complete guide to setting up CoParent Share and getting both parents on the same page — financially.

👤
Step 01

Create your account

Sign up in under 2 minutes

Create a free account with your email address. No credit card needed. You get full access for 30 days.

What to do
1
Go to coparentshare.com and click Start free trial
2
Enter your name, email and password
3
Check your inbox and click the confirmation link
4
Sign in — your account is ready
💡 Tip
Use the same email address your co-parent already knows — it makes inviting easier.
🤝
Step 02

Invite your co-parent

One link, one click

Send your co-parent an invitation link. Once they accept, you share a household — both parents see the same expenses in real time.

What to do
1
Click Parents in the top navigation
2
Click Invite co-parent
3
Enter their email address and click Send invite
4
They receive an email and click Accept invitation
5
You are now connected in a shared household
💡 Tip
Your co-parent does not need to be signed up yet — the invite link creates their account automatically.
📂
Step 03

Set up categories and children

Takes 5 minutes, saves hours

Add your children and create expense categories. These keep your expenses organised and make split rules automatic.

What to do
1
Click Children and add each child's name
2
Click Categories and add expense types like Medical, Education, Sport
3
Use the suggested categories or create your own
4
You can always add more later
💡 Tip
Categories do not have to be perfect from day one. Start with 4–5 and add more as you go.
🧠
Step 04

Create expense rules

Set once, split automatically forever

Expense rules apply your agreed split percentages automatically to every new expense. No more negotiating the split each time.

What to do
1
Click Expense Rules in the top navigation
2
Click + Category rule to set a split for a category (e.g. Medical: 50/50)
3
Click + Children rule to set a split for a specific child
4
Your co-parent is notified of new rules
5
Rules apply automatically to every matching expense from now on
💡 Tip
Category rules take priority over child rules when both match. Common splits: Medical 50/50 · Education 60/40 · Sport 70/30.
💸
Step 05

Log shared expenses

Add an expense in seconds

Every time you pay a shared expense, log it immediately. The split is calculated automatically based on your rules.

What to do
1
Click the + Add expense button on the Summary page
2
Enter the description, amount, date and category
3
Select which child the expense is for (optional)
4
Attach a photo of the receipt (optional but recommended)
5
Click Save — the expense appears for both parents instantly
💡 Tip
Log expenses the moment you pay — waiting until later leads to disputes about amounts and what was agreed.
Step 06

Settle and approve

Both parents agree before anything is paid

When you are ready to settle the balance, one parent requests a settlement. The other reviews every expense and either approves or rejects it.

What to do
1
On the Summary page, click Settle when you are ready
2
Review the outstanding expenses and the amount owed
3
Click Request settlement to send it to your co-parent
4
Your co-parent reviews the breakdown and clicks Approve
5
The balance clears and both parents receive a record
💡 Tip
Settling monthly prevents large balances building up and keeps the financial relationship clean.
📄
Step 07

Export statements

PDF and CSV for any period

Export a certified statement for any time period — monthly, yearly, by child, or a custom date range. Ready for legal, financial or personal records.

What to do
1
Click Statements in the top navigation
2
Choose Monthly, Yearly, By Child or Custom Range
3
For Custom Range, pick your From and To dates or use a quick preset
4
Click Export PDF or Export CSV
5
The file downloads with a timestamp and full expense breakdown
💡 Tip
Statements include the date and time each expense was added, who paid, the split percentage, and the settlement status.
Quick reference

The 7 steps at a glance

👤
Create your account
Step 01
🤝
Invite your co-parent
Step 02
📂
Set up categories and children
Step 03
🧠
Create expense rules
Step 04
💸
Log shared expenses
Step 05
Settle and approve
Step 06
📄
Export statements
Step 07
FAQ

Common questions

Ready to get started?

Free 30-day trial. No credit card. Set up takes under 5 minutes.