Boney
Budgets

Participants

Invite, accept, remove — and why a removal is sometimes refused.

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Participant management screen

public/images/help/budgets/participants.png

Who can invite

Only the budget owner. The others are participants: they record expenses, they do not invite.

Inviting

The field accepts an email or a contact already met in your other budgets — the Previous contacts section suggests them. Several recipients can be added before sending.

Three possible refusals, stated plainly:

  • the person is already in the budget
  • an invitation was already sent to them
  • the invitation limit is reached

An invitation can only be resent once every 24 hours.

On the invitee's side

The invitation opens on a summary before deciding: how many expenses are running, how many you appear in, and the balance that already represents — "You owe €42 to Marie".

Two answers: Join or Decline. Declining is not final, but you will need to be re-invited.

Two sections

Active participants and Former invitees. A participant who declined moves to the second.

Each row shows its state: Owner, You, Participant, Pending, Invitation sent, Declined.

Removing someone

The block comes from expenses, not shares

A participant involved in at least one budget expense cannot be removed. The screen shows how many expenses are still linked and lets you open them. When none remain: "No linked expense — can be removed".

For a participant who declined but still holds shares, the screen first asks you to unassign their shares.

Removal does not delete history: "Their past expenses remain."

Leaving a budget

A non-owner participant can leave. Same rule: impossible if at least one expense is linked.

When someone joins

If the split was even, it is redistributed automatically — a message confirms it: "Marie joined. Shares redistributed evenly."

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