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She Wants to Track Her Budget – Her Coworker Wants Blind Payments. Now HR-Level Drama Is Brewing

by Sunny Nguyen
December 4, 2025
in Social Issues

Before the story even unfolds, one thing is clear: this situation started as a harmless office tradition and somehow spiraled into a mini workplace mystery. All the OP wanted was a simple breakdown of how the team social fund was being used.

But the moment she asked, her coworker Liam went from friendly to evasive and then defensive.

Soon enough, the entire office had opinions, Reddit had even stronger ones, and OP was left wondering if she had violated some unwritten rule of office politics by asking where her own money was going.

She Wants to Track Her Budget - Her Coworker Wants Blind Payments. Now HR-Level Drama Is Brewing
Not the actual photo

Here’s The Original Post:

'AITA for refusing to cover a shared cost after my coworker wouldn’t show me the break of what the money had gone towards so far?'

I (24F) recently started my first full time job after graduating. My company has an optional team social fund where each member of our small department contributes a set amount...

to cover birthday treats, team lunches, and small surprises. It sounded harmless, so I joined when my coworker Liam asked.

He manages the fund and everyone just sends him their contribution directly. Not that i suspected anything but last month, I asked if he could give me a breakdown of...

because I’m trying to be better about tracking my spending. My mom drilled into me that I should always know where my money is going.. He said, Yeah, I’ll get...

Few days later, he didn't send anything but he reminded me that my monthly contribution was due. I asked politely for the breakdown again. No reply.

I waited a few days and sent a follow up, nothing. He responds to other messages in the work group chat, but mine about the fund get ignored.

Last week he came to my desk and said, Hey, you still haven’t sent your part for the fund this month.

I told him I’d be happy to once I got the breakdown I’d asked for, nothing complicated, just a list of what’s been purchased with everyone’s contributions.

His whole demeanor shifted. He sighed loudly and said, Nobody else needs this level of detail. It’s supposed to be casual. You’re making it weird..

I told him it wasn’t personal, it’s just my budget and my comfort. He walked away mid sentence.

Now a couple coworkers have hinted that I’m overthinking everything and making extra work for Liam. One even said I was being stingy for not just paying like everyone else.

I’m starting to feel guilty, but it also seems like a basic thing to ask when I’m handing over money every month..

AITA for refusing to contribute again until he shows me what the fund is actually being spent on?

A 24-year-old employee had just started her first full-time job and wanted to do things the “right” way.

Her department had an optional social fund – a small monthly contribution used for birthday treats, team lunches, and small workplace celebrations. It sounded normal, so she joined after a coworker named Liam invited her.

Liam was in charge of collecting everyone’s contributions. Nothing seemed odd – until she decided to be more intentional about tracking her expenses.

Remembering her mom’s constant lesson – always know where your money is going – she simply asked Liam for a breakdown of what had been purchased so far.

He said, “Yeah, I’ll get it to you later.”
He didn’t.

She asked again a few days later. Silence. He reminded her of her upcoming contribution, but ignored the request for the breakdown every single time. Even stranger, he responded to other chats, just not that one.

Eventually, when he asked for her payment in person, she repeated her request, politely. Liam’s entire vibe changed. He sighed, got annoyed, and snapped:

“Nobody else needs this level of detail. It’s supposed to be casual. You’re making it weird.”

Then he walked away mid-conversation.

After this, other coworkers started hinting that she was “overthinking” the situation or being “stingy.”

So now she’s stuck wondering: Is she the jerk for refusing to pay until she sees where the money went?

Why This Turned Into a Bigger Issue Than It Needed to Be

This situation triggered a heated online debate because it sits right at the intersection of workplace norms, money etiquette, and basic accountability.

Most experts agree on one core point:
If a person manages pooled money – even small amounts – transparency is part of the responsibility.

What financial experts say:

Transparency Isn’t Optional When Someone Handles Group Funds

Certified financial planner Pamela Capalad, CFP, said in a CNBC Make It interview:

“Any time people contribute to a shared pool of money – even informally – the person handling it needs to keep a simple, transparent record. It protects them as much as everyone else.”
(Source: CNBC Make It, “How to handle shared expenses with friends,” 2022)

This applies whether it’s $5 or $500.

Take a look at the comments from fellow users:

People saying Liam is very likely mismanaging funds or getting “free lunches” out of the fund. His irritation and avoidance looked like guilt to them.

ScarlettsLetters − NTA. Liam’s embezzling or at the least, mismanaging the fund. He’s lashing out because you’re about to end his gravy train.

Professional_Copy517 − HARD NTA If it was an innocent situation like "oh. Ive never really tracked it, I'm sorry, if you don't want to participate this month that's okay"

or, "oh i never thought to track it closely But i probably should track it anyway, I'll start and you can see it next month" he would not have reacted...

No one flies to unhinged nonsense unless they're trying to cover something up by deflecting/diverting attention from themselves.

Except emotionally immature, entitled men. He's either embezzling, or he's an immature ass hole. Either way, not someone you should give your money to. 🤷‍♀️

ZookeepergameOk1833 − Optional social fund. Sorry just started, not in my budget right now. Optional. End of discussion. NTA, but don't ask, just say no

Some believed the contributions might be tiny (like $2–$5), and the OP was overreacting because this isn’t supposed to be a corporate audit.

perpetuallyxhausted − INFO: What's the amount that they're asking you to contribute? If it's like $5 I'd say you might be doing too much but if it's like $50 a...

Cryanbutcher − Something is telling me they’re asking for like $5 a month from each person which is why you’re not answering how much….

if that’s the case, YTA. Liam’s organizing, coordinating and executing, just say no to begin with.

kalixanthippe − Sorry, can't make a judgement. After several asks, OP hasn't shared the amount. It's optional, and he can certainly ask what he wishes,

but there us a huge difference between a $2/month abd a $20/month contribution, as well as how many contributors.

Nor does he say how nice the office birthdays are - as in, will his birthday feel equal or greater than the contributions he makes or not? If OP is...

or around $24/year, I'd consider that a spend or don't, but you can budget without knowing the full breakdown. At $10/month, or $120/year, tossup.

At $20/month, or $240/year, now we are into wtf are you spending this on, and it better be gold territory.

Honestly, did you expect a monthly office ocassion report? Just opt out, and take your sure to come side eye gracefully.

Swirlyflurry − ESH He should be tracking how the money is spent. But “knowing where your money is going” doesn’t mean following every penny after you’ve given it to someone.

When you pay for a meal at a restaurant, do you ask the managed for their financial records so you know how your money is spent?

Do you ask your landlord for a breakdown of where your rent money goes? Being financially literate and “knowing where your money is going” means knowing what you are paying.

Not having little charges you’re overlooking and paying without getting anything out of it. Things like that. If you don’t think the social fund is worth it, stop contributing.

If you actually think Liam is mismanaging it, stop contributing. How that money gets spent after you’ve given it to him doesn’t affect your budget.

Hounding someone for details on how much they spend on birthday cakes and paper plates for the office in the name of “your budget” is creating tension for no reason.

People saying she’s not wrong for asking, but she should simply opt out instead of pushing harder.

BarelyHolding0n − OP hasn't answered anyone asking how much this fund is. And I suspect the contributions are small.

In our office if somebody has a birthday we do a whip round for €2 each and somebody grabs cake.

We've discussed switching to everyone just throwing in €10 to a shared pot and this gets used for all office events until it's depleted

and we all just top up with €10 each again as it would save us rooting for change every time (nobody uses cash so we end up revoluting each other...

We get a cake, sometimes there's a card, bigger events like retirements there'll be flowers and a gift. It varies and nobody is monitoring it

or accusing anyone of misappropriating funds as the funds are so miniscule that's just not feasible. OP....

You're new to working in these environments, and I think you're taking your mother's advice a bit too literally.

And in doing so you're insulting a colleague who's made an effort to include you. Your other colleagues are trying to warn you that what you're doing is coming across...

and unnecessary for a small amount of money but I'm afraid Reddit is validating you as people seem to be under the impression were talking large amounts of money here....

Disastrous-Bet757 − If he’s got the time to know who hasn’t paid, he’s got the time to put all of the income and expenses into a spreadsheet. NTA

cb1977007 − If I was tasked with gathering money (and chasing people who aren’t paying it) and budgeting and funding these events, then I’m spending enough of my time on...

I sure as hell wouldn’t be preparing a damn spreadsheet because someone needs to account for who got what birthday cake. Either contribute and get over it or don’t contribute....

But don’t make it harder on someone who is probably not thrilled to have to manage the process anyway. YTA

So… Is She the AITA?

Verdict: NOT THE A–HOLE but she needs a clearer exit strategy.

Here’s why:

Transparency is a normal expectation.

His defensiveness is disproportionate.

It’s her money – participation is optional.

Asking twice isn’t harassment.

But experts would likely advise this:

Stop asking for the breakdown. Just say, “I’m opting out for personal budgeting reasons,” and be done.

That avoids drama while protecting herself. What do you think?

Sunny Nguyen

Sunny Nguyen

Sunny Nguyen writes for DailyHighlight.com, focusing on social issues and the stories that matter most to everyday people. She’s passionate about uncovering voices and experiences that often go unheard, blending empathy with insight in every article. Outside of work, Sunny can be found wandering galleries, sipping coffee while people-watching, or snapping photos of everyday life - always chasing moments that reveal the world in a new light.

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