Sharing Sheet

To share a sheet with others, people you added also need to purchase “Expenses Pro” because our sharing feature relies on iCloud Sync.

---

If you’re having trouble with iCloud sharing in the Expenses app, please follow these steps to ensure everything is set up correctly:

Before Inviting Others:

• Use the Messages app (Apple) to send the invitation link — this ensures the link opens directly in the Expenses app.
• Turn on iCloud Drive
  → See: Enable iCloud Sync
• Ensure all participants have sufficient iCloud storage
  →  Manage your iCloud storage
• Confirm the email you’re inviting is linked to the recipient’s iCloud account.
• Make sure both you and the invitee have purchased Expenses Pro.
• Update to the latest version of Expenses.
• Update your device to the latest version of iOS, iPadOS, or macOS:
  →  Update iPhone or iPad /  Update macOS

Troubleshooting Sync Issues:

• Check current iCloud server status:
  →  System Status
• Restart your devices to refresh the iCloud service:
  →  Restart instructions
• Try logging out of iCloud, then log back in.
• Temporarily turn off iCloud Private Relay.
• Go to Settings > General > Background App Refresh and temporarily disable it for “Expenses”.
• If you or your organization uses content blockers or network security tools (e.g., AdGuard, Eero Secure, Netskope), ensure Expenses is exempted.

Still Not Syncing?:

• Check if the syncing issue occurs with other apps as well.
• If multiple apps are affected, it’s likely a broader iCloud issue — please contact Apple Support.

---

Notes for macOS Users:

⚠️ On macOS 14.5 or later, there are known issues:

• iCloud invite links may not appear correctly when using the Messages app. Try using Mail or another app instead — or send from an iOS/iPadOS device.
• Tapping “Invite with Link” may crash the app. Please use another method (like Mail), or initiate the invite from an iOS/iPadOS device.

If you're looking for something that isn't here, feel free to contact us.