diff --git a/app/main.py b/app/main.py
index ae4ad5f..995455e 100644
--- a/app/main.py
+++ b/app/main.py
@@ -15,6 +15,7 @@ from app.routes.health import router as health_router
 from app.routes.ingest import router as ingest_router
 from app.routes.line_items import router as line_items_router
 from app.routes.queue import router as queue_router
+from app.routes.presets import router as presets_router
 from app.routes.trash import router as trash_router
 
 app = FastAPI(title="document-processor")
@@ -26,6 +27,7 @@ app.include_router(documents_router)
 app.include_router(ingest_router)
 app.include_router(line_items_router)
 app.include_router(queue_router)
+app.include_router(presets_router)
 app.include_router(trash_router)
 
 templates = Jinja2Templates(directory="app/templates")
diff --git a/app/models/__init__.py b/app/models/__init__.py
index ff48144..f91a612 100644
--- a/app/models/__init__.py
+++ b/app/models/__init__.py
@@ -4,6 +4,8 @@ from app.models.text_version import TextVersion
 from app.models.extracted_field import ExtractedField
 from app.models.layer1_candidate import Layer1Candidate
 from app.models.receipt_line_item import ReceiptLineItem
+from app.models.document_additional_field import DocumentAdditionalField
+from app.models.document_preset import DocumentPreset
 
 __all__ = [
     "Document",
@@ -12,4 +14,6 @@ __all__ = [
     "ExtractedField",
     "Layer1Candidate",
     "ReceiptLineItem",
+    "DocumentAdditionalField",
+    "DocumentPreset",
 ]
diff --git a/app/models/document_preset.py b/app/models/document_preset.py
new file mode 100644
index 0000000..1431da3
--- /dev/null
+++ b/app/models/document_preset.py
@@ -0,0 +1,35 @@
+from datetime import datetime
+
+from sqlalchemy import Boolean, DateTime, Text
+from sqlalchemy.dialects.postgresql import JSONB
+from sqlalchemy.orm import Mapped, mapped_column
+
+from app.db.base import Base
+
+
+class DocumentPreset(Base):
+    __tablename__ = "document_presets"
+
+    id: Mapped[int] = mapped_column(primary_key=True, index=True)
+    name: Mapped[str] = mapped_column(Text, nullable=False, unique=True)
+
+    owner_person: Mapped[str | None] = mapped_column(Text, nullable=True)
+    paid_by_person: Mapped[str | None] = mapped_column(Text, nullable=True)
+    occasion_note: Mapped[str | None] = mapped_column(Text, nullable=True)
+    is_shared_expense: Mapped[bool] = mapped_column(Boolean, default=False, nullable=False)
+
+    covered_people: Mapped[list | None] = mapped_column(JSONB, nullable=True)
+    attendees: Mapped[list | None] = mapped_column(JSONB, nullable=True)
+    reimbursement_expected_from: Mapped[list | None] = mapped_column(JSONB, nullable=True)
+
+    reimbursement_paid_by: Mapped[str | None] = mapped_column(Text, nullable=True)
+    reimbursement_paid_to: Mapped[str | None] = mapped_column(Text, nullable=True)
+    reimbursement_note: Mapped[str | None] = mapped_column(Text, nullable=True)
+
+    created_at: Mapped[datetime] = mapped_column(DateTime, default=datetime.utcnow, nullable=False)
+    updated_at: Mapped[datetime] = mapped_column(
+        DateTime,
+        default=datetime.utcnow,
+        onupdate=datetime.utcnow,
+        nullable=False,
+    )
diff --git a/app/routes/documents.py b/app/routes/documents.py
index 1960312..fb3062e 100644
--- a/app/routes/documents.py
+++ b/app/routes/documents.py
@@ -1,6 +1,7 @@
 from copy import deepcopy
+from datetime import datetime
+from decimal import Decimal, InvalidOperation
 from pathlib import Path
-from urllib.parse import urlencode
 
 from fastapi import APIRouter, Depends, Form, Request
 from fastapi.responses import HTMLResponse, RedirectResponse
@@ -19,6 +20,8 @@ from app.logic.extraction import (
 )
 from app.logic.ingest import compute_quality_score, rerun_ocr_for_document
 from app.models.document import Document
+from app.models.document_additional_field import DocumentAdditionalField
+from app.models.document_preset import DocumentPreset
 from app.models.text_version import TextVersion
 
 router = APIRouter(prefix="/documents", tags=["documents"])
@@ -26,7 +29,6 @@ router = APIRouter(prefix="/documents", tags=["documents"])
 BASE_DIR = Path(__file__).resolve().parent.parent
 templates = Jinja2Templates(directory=str(BASE_DIR / "templates"))
 
-
 QUALITY_FLAG_OPTIONS = [
     "bad_embedded_text",
     "ocr_garbled",
@@ -49,11 +51,140 @@ QUALITY_FLAG_OPTIONS = [
 ]
 
 
-def _document_url(document_id: str, **params) -> str:
-    clean_params = {k: v for k, v in params.items() if v not in (None, "", False)}
-    if not clean_params:
-        return f"/documents/{document_id}"
-    return f"/documents/{document_id}?{urlencode(clean_params)}"
+def _parse_people_list(value: str) -> list[str]:
+    return [part.strip() for part in value.split(",") if part.strip()]
+
+
+def _format_people_list(value: list | None) -> str:
+    if not value:
+        return ""
+    return ", ".join(str(x).strip() for x in value if str(x).strip())
+
+
+def _to_decimal(value: str) -> Decimal | None:
+    cleaned = (value or "").strip()
+    if not cleaned:
+        return None
+    try:
+        return Decimal(cleaned)
+    except (InvalidOperation, TypeError):
+        return None
+
+
+
+def _get_all_presets(db: Session) -> list[DocumentPreset]:
+    return db.query(DocumentPreset).order_by(DocumentPreset.name.asc()).all()
+
+
+def _get_preset_by_id(db: Session, preset_id: int | None) -> DocumentPreset | None:
+    if not preset_id:
+        return None
+    return db.query(DocumentPreset).filter(DocumentPreset.id == preset_id).first()
+
+
+def _merge_additional_form_with_preset(values: dict, preset: DocumentPreset | None) -> dict:
+    if preset is None:
+        return values
+
+    return {
+        "owner_person": preset.owner_person if preset.owner_person is not None else values.get("owner_person", ""),
+        "paid_by_person": preset.paid_by_person if preset.paid_by_person is not None else values.get("paid_by_person", ""),
+        "covered_people": _format_people_list(preset.covered_people) if preset.covered_people is not None else values.get("covered_people", ""),
+        "attendees": _format_people_list(preset.attendees) if preset.attendees is not None else values.get("attendees", ""),
+        "occasion_note": preset.occasion_note if preset.occasion_note is not None else values.get("occasion_note", ""),
+        "is_shared_expense": bool(preset.is_shared_expense),
+        "reimbursement_expected_from": _format_people_list(preset.reimbursement_expected_from) if preset.reimbursement_expected_from is not None else values.get("reimbursement_expected_from", ""),
+        "reimbursement_paid_by": preset.reimbursement_paid_by if preset.reimbursement_paid_by is not None else values.get("reimbursement_paid_by", ""),
+        "reimbursement_paid_to": preset.reimbursement_paid_to if preset.reimbursement_paid_to is not None else values.get("reimbursement_paid_to", ""),
+        "reimbursement_paid_amount": values.get("reimbursement_paid_amount", ""),
+        "reimbursement_paid_date": values.get("reimbursement_paid_date", ""),
+        "reimbursement_note": preset.reimbursement_note if preset.reimbursement_note is not None else values.get("reimbursement_note", ""),
+    }
+
+
+def _get_current_additional_fields(document: Document) -> DocumentAdditionalField | None:
+    rows = list(getattr(document, "additional_fields", []) or [])
+    if not rows:
+        return None
+    return sorted(rows, key=lambda x: x.updated_at or x.created_at, reverse=True)[0]
+
+
+
+def _extracted_field_form_values(document: Document, request: Request) -> dict:
+    current = get_current_extracted_fields(document)
+    auto = request.query_params.get("autofill_extracted")
+
+    if auto == "1":
+        values = auto_extract_from_document(None, document)
+    elif current is not None:
+        values = {
+            "merchant_raw": current.merchant_raw or "",
+            "merchant_normalized": current.merchant_normalized or "",
+            "transaction_date": current.transaction_date.isoformat() if current.transaction_date else "",
+            "transaction_time": current.transaction_time or "",
+            "subtotal": str(current.subtotal) if current.subtotal is not None else "",
+            "tax": str(current.tax) if current.tax is not None else "",
+            "total": str(current.total) if current.total is not None else "",
+            "currency": current.currency or "",
+            "payment_method": current.payment_method or "",
+            "receipt_number": current.receipt_number or "",
+            "location": current.location or "",
+            "counterparty": current.counterparty or "",
+            "extra_json": "{}" if current.extra_json is None else __import__("json").dumps(current.extra_json, indent=2, sort_keys=True),
+        }
+    else:
+        values = {
+            "merchant_raw": "",
+            "merchant_normalized": "",
+            "transaction_date": "",
+            "transaction_time": "",
+            "subtotal": "",
+            "tax": "",
+            "total": "",
+            "currency": "",
+            "payment_method": "",
+            "receipt_number": "",
+            "location": "",
+            "counterparty": "",
+            "extra_json": "{}",
+        }
+
+    return values
+
+def _additional_field_form_values(document: Document, preset: DocumentPreset | None = None) -> dict:
+    current = _get_current_additional_fields(document)
+    if current is None:
+        values = {
+            "owner_person": "",
+            "paid_by_person": "",
+            "covered_people": "",
+            "attendees": "",
+            "occasion_note": "",
+            "is_shared_expense": False,
+            "reimbursement_expected_from": "",
+            "reimbursement_paid_by": "",
+            "reimbursement_paid_to": "",
+            "reimbursement_paid_amount": "",
+            "reimbursement_paid_date": "",
+            "reimbursement_note": "",
+        }
+        return _merge_additional_form_with_preset(values, preset)
+
+    values = {
+        "owner_person": current.owner_person or "",
+        "paid_by_person": current.paid_by_person or "",
+        "covered_people": _format_people_list(current.covered_people),
+        "attendees": _format_people_list(current.attendees),
+        "occasion_note": current.occasion_note or "",
+        "is_shared_expense": bool(current.is_shared_expense),
+        "reimbursement_expected_from": _format_people_list(current.reimbursement_expected_from),
+        "reimbursement_paid_by": current.reimbursement_paid_by or "",
+        "reimbursement_paid_to": current.reimbursement_paid_to or "",
+        "reimbursement_paid_amount": str(current.reimbursement_paid_amount) if current.reimbursement_paid_amount is not None else "",
+        "reimbursement_paid_date": current.reimbursement_paid_date.isoformat() if current.reimbursement_paid_date else "",
+        "reimbursement_note": current.reimbursement_note or "",
+    }
+    return _merge_additional_form_with_preset(values, preset)
 
 
 def _get_current_text_versions(document: Document) -> tuple[TextVersion | None, TextVersion | None]:
@@ -185,51 +316,14 @@ def _get_queue_navigation(db: Session, document: Document) -> dict:
     }
 
 
-def _extracted_field_form_values(document: Document, request: Request) -> dict:
-    current = get_current_extracted_fields(document)
-    auto = request.query_params.get("autofill_extracted")
-
-    if auto == "1":
-        values = auto_extract_from_document(None, document)
-    elif current is not None:
-        values = {
-            "merchant_raw": current.merchant_raw or "",
-            "merchant_normalized": current.merchant_normalized or "",
-            "transaction_date": current.transaction_date.isoformat() if current.transaction_date else "",
-            "transaction_time": current.transaction_time or "",
-            "subtotal": str(current.subtotal) if current.subtotal is not None else "",
-            "tax": str(current.tax) if current.tax is not None else "",
-            "total": str(current.total) if current.total is not None else "",
-            "currency": current.currency or "",
-            "payment_method": current.payment_method or "",
-            "receipt_number": current.receipt_number or "",
-            "location": current.location or "",
-            "counterparty": current.counterparty or "",
-            "extra_json": "{}" if current.extra_json is None else __import__("json").dumps(current.extra_json, indent=2, sort_keys=True),
-        }
-    else:
-        values = {
-            "merchant_raw": "",
-            "merchant_normalized": "",
-            "transaction_date": "",
-            "transaction_time": "",
-            "subtotal": "",
-            "tax": "",
-            "total": "",
-            "currency": "",
-            "payment_method": "",
-            "receipt_number": "",
-            "location": "",
-            "counterparty": "",
-            "extra_json": "{}",
-        }
-
-    return values
-
-
 @router.get("/", response_class=HTMLResponse)
 def list_documents(request: Request, db: Session = Depends(get_db)):
-    documents = db.query(Document).filter(Document.is_trashed.is_(False)).order_by(Document.created_at.desc()).all()
+    documents = (
+        db.query(Document)
+        .filter(Document.is_trashed.is_(False))
+        .order_by(Document.created_at.desc())
+        .all()
+    )
     return templates.TemplateResponse(
         request=request,
         name="documents/list.html",
@@ -247,37 +341,23 @@ def rerun_ocr(document_id: str, db: Session = Depends(get_db)):
     try:
         rerun_ocr_for_document(db, document)
     except Exception:
-        return RedirectResponse(
-            url=_document_url(document.document_id, error="rerun_ocr_failed", tab="ocr-review"),
-            status_code=303,
-        )
+        return RedirectResponse(url=f"/documents/{document.document_id}?error=rerun_ocr_failed", status_code=303)
 
-    return RedirectResponse(
-        url=_document_url(document.document_id, editor_source="raw", tab="ocr-review"),
-        status_code=303,
-    )
+    return RedirectResponse(url=f"/documents/{document.document_id}?editor_source=raw&tab=ocr-review", status_code=303)
 
 
 @router.post("/{document_id}/save-ocr-corrected-pdf", response_class=RedirectResponse)
 def save_ocr_corrected_pdf(document_id: str, db: Session = Depends(get_db)):
-    document = (
-        db.query(Document)
-        .options(selectinload(Document.text_versions))
-        .filter(Document.document_id == document_id)
-        .first()
-    )
+    document = db.query(Document).options(selectinload(Document.text_versions)).filter(Document.document_id == document_id).first()
     if document is None:
         return RedirectResponse(url="/documents/", status_code=303)
 
     try:
         create_ocr_corrected_pdf_version(db, document)
     except Exception:
-        return RedirectResponse(
-            url=_document_url(document.document_id, error="save_ocr_corrected_failed", tab="ocr-review"),
-            status_code=303,
-        )
+        return RedirectResponse(url=f"/documents/{document.document_id}?error=save_ocr_corrected_failed", status_code=303)
 
-    return RedirectResponse(url=_document_url(document.document_id, tab="ocr-review"), status_code=303)
+    return RedirectResponse(url=f"/documents/{document.document_id}?tab=ocr-review", status_code=303)
 
 
 @router.post("/{document_id}/move-to-trash", response_class=RedirectResponse)
@@ -286,7 +366,6 @@ def move_to_trash(document_id: str, db: Session = Depends(get_db)):
     if document is None:
         return RedirectResponse(url="/documents/", status_code=303)
 
-    from datetime import datetime
     document.is_trashed = True
     document.trashed_at = datetime.utcnow()
     db.commit()
@@ -303,12 +382,9 @@ def save_field_enriched_pdf(document_id: str, db: Session = Depends(get_db)):
     try:
         create_field_enriched_pdf_version(db, document)
     except Exception:
-        return RedirectResponse(
-            url=_document_url(document.document_id, error="save_field_enriched_failed", tab="extracted-fields"),
-            status_code=303,
-        )
+        return RedirectResponse(url=f"/documents/{document.document_id}?error=save_field_enriched_failed", status_code=303)
 
-    return RedirectResponse(url=_document_url(document.document_id, tab="extracted-fields"), status_code=303)
+    return RedirectResponse(url=f"/documents/{document.document_id}?tab=extracted-fields", status_code=303)
 
 
 @router.post("/{document_id}/review-text", response_class=RedirectResponse)
@@ -335,19 +411,11 @@ def save_reviewed_text(
 
     if expected_line_count and actual_line_count != expected_line_count:
         return RedirectResponse(
-            url=_document_url(
-                document.document_id,
-                error="line_count_mismatch",
-                expected=expected_line_count,
-                actual=actual_line_count,
-                tab="ocr-review",
-            ),
+            url=f"/documents/{document.document_id}?error=line_count_mismatch&expected={expected_line_count}&actual={actual_line_count}&tab=ocr-review",
             status_code=303,
         )
 
-    existing_reviewed = [
-        tv for tv in document.text_versions if tv.version_type == "reviewed" and tv.is_current
-    ]
+    existing_reviewed = [tv for tv in document.text_versions if tv.version_type == "reviewed" and tv.is_current]
     for tv in existing_reviewed:
         tv.is_current = False
 
@@ -374,13 +442,9 @@ def save_reviewed_text(
         raw_ocr.quality_note = quality_note or None
 
     document.review_status = "reviewed"
-
     db.commit()
 
-    return RedirectResponse(
-        url=_document_url(document.document_id, editor_source="reviewed", tab="ocr-review"),
-        status_code=303,
-    )
+    return RedirectResponse(url=f"/documents/{document.document_id}?editor_source=reviewed&tab=ocr-review", status_code=303)
 
 
 @router.post("/{document_id}/save-extracted-fields", response_class=RedirectResponse)
@@ -428,10 +492,55 @@ def save_extracted_fields_route(
         extra_json=extra_json,
     )
 
-    return RedirectResponse(
-        url=_document_url(document.document_id, autofill_extracted=0, tab="extracted-fields"),
-        status_code=303,
+    return RedirectResponse(url=f"/documents/{document.document_id}?autofill_extracted=0&tab=extracted-fields", status_code=303)
+
+
+@router.post("/{document_id}/save-additional-fields", response_class=RedirectResponse)
+def save_additional_fields_route(
+    document_id: str,
+    owner_person: str = Form(""),
+    paid_by_person: str = Form(""),
+    covered_people: str = Form(""),
+    attendees: str = Form(""),
+    occasion_note: str = Form(""),
+    is_shared_expense: str | None = Form(None),
+    reimbursement_expected_from: str = Form(""),
+    reimbursement_paid_by: str = Form(""),
+    reimbursement_paid_to: str = Form(""),
+    reimbursement_paid_amount: str = Form(""),
+    reimbursement_paid_date: str = Form(""),
+    reimbursement_note: str = Form(""),
+    db: Session = Depends(get_db),
+):
+    document = (
+        db.query(Document)
+        .options(selectinload(Document.additional_fields))
+        .filter(Document.document_id == document_id)
+        .first()
     )
+    if document is None:
+        return RedirectResponse(url="/documents/", status_code=303)
+
+    current = _get_current_additional_fields(document)
+    if current is None:
+        current = DocumentAdditionalField(document_id=document.id)
+        db.add(current)
+
+    current.owner_person = owner_person.strip() or None
+    current.paid_by_person = paid_by_person.strip() or None
+    current.covered_people = _parse_people_list(covered_people)
+    current.attendees = _parse_people_list(attendees)
+    current.occasion_note = occasion_note.strip() or None
+    current.is_shared_expense = bool(is_shared_expense)
+    current.reimbursement_expected_from = _parse_people_list(reimbursement_expected_from)
+    current.reimbursement_paid_by = reimbursement_paid_by.strip() or None
+    current.reimbursement_paid_to = reimbursement_paid_to.strip() or None
+    current.reimbursement_paid_amount = _to_decimal(reimbursement_paid_amount)
+    current.reimbursement_paid_date = datetime.strptime(reimbursement_paid_date, "%Y-%m-%d").date() if reimbursement_paid_date else None
+    current.reimbursement_note = reimbursement_note.strip() or None
+
+    db.commit()
+    return RedirectResponse(url=f"/documents/{document.document_id}?tab=additional-fields", status_code=303)
 
 
 @router.get("/{document_id}", response_class=HTMLResponse)
@@ -443,6 +552,7 @@ def document_detail(document_id: str, request: Request, queue: str | None = None
             selectinload(Document.text_versions),
             selectinload(Document.extracted_fields),
             selectinload(Document.layer1_candidates),
+            selectinload(Document.additional_fields),
         )
         .filter(Document.document_id == document_id)
         .first()
@@ -454,7 +564,6 @@ def document_detail(document_id: str, request: Request, queue: str | None = None
     raw_ocr, reviewed_ocr = _get_current_text_versions(document)
 
     editor_source = request.query_params.get("editor_source", "reviewed")
-    active_tab = request.query_params.get("tab", "ocr-review")
     review_text_value = _build_review_text_value(raw_ocr, reviewed_ocr, editor_source)
 
     expected_line_count = _line_count_from_layout(raw_ocr.layout_json if raw_ocr else None)
@@ -476,10 +585,25 @@ def document_detail(document_id: str, request: Request, queue: str | None = None
     error_expected = request.query_params.get("expected")
     error_actual = request.query_params.get("actual")
 
+    preset_id_raw = request.query_params.get("preset_id")
+    try:
+        preset_id = int(preset_id_raw) if preset_id_raw else None
+    except ValueError:
+        preset_id = None
+
+    selected_preset = _get_preset_by_id(db, preset_id)
+    all_presets = _get_all_presets(db)
+
     extracted_form = _extracted_field_form_values(document, request)
+    additional_form = _additional_field_form_values(document, selected_preset)
     current_extracted = get_current_extracted_fields(document)
+    current_additional = _get_current_additional_fields(document)
     queue_nav = _get_queue_navigation(db, document)
 
+    active_tab = request.query_params.get("tab", "ocr-review")
+    if active_tab not in {"ocr-review", "extracted-fields", "additional-fields", "versions", "raw-ocr"}:
+        active_tab = "ocr-review"
+
     return templates.TemplateResponse(
         request=request,
         name="documents/detail.html",
@@ -495,7 +619,6 @@ def document_detail(document_id: str, request: Request, queue: str | None = None
             "review_text_value": review_text_value,
             "file_url": file_url,
             "app_url": app_url,
-            "active_tab": active_tab,
             "quality_flag_options": QUALITY_FLAG_OPTIONS,
             "current_quality_flags": raw_ocr.quality_flags if raw_ocr and raw_ocr.quality_flags else [],
             "current_quality_note": raw_ocr.quality_note if raw_ocr and raw_ocr.quality_note else "",
@@ -507,6 +630,11 @@ def document_detail(document_id: str, request: Request, queue: str | None = None
             "error_actual": error_actual,
             "extracted_form": extracted_form,
             "current_extracted": current_extracted,
+            "additional_form": additional_form,
+            "current_additional": current_additional,
+            "presets": all_presets,
+            "selected_preset_id": preset_id,
+            "active_tab": active_tab,
             "active_page": "documents",
         },
     )
diff --git a/app/routes/presets.py b/app/routes/presets.py
new file mode 100644
index 0000000..b35840a
--- /dev/null
+++ b/app/routes/presets.py
@@ -0,0 +1,153 @@
+from pathlib import Path
+
+from fastapi import APIRouter, Depends, Form, Request
+from fastapi.responses import HTMLResponse, RedirectResponse
+from fastapi.templating import Jinja2Templates
+from sqlalchemy.orm import Session
+
+from app.db.deps import get_db
+from app.models.document_preset import DocumentPreset
+
+router = APIRouter(prefix="/presets", tags=["presets"])
+
+BASE_DIR = Path(__file__).resolve().parent.parent
+templates = Jinja2Templates(directory=str(BASE_DIR / "templates"))
+
+
+def _parse_people_list(value: str) -> list[str]:
+    return [part.strip() for part in value.split(",") if part.strip()]
+
+
+def _format_people_list(value: list | None) -> str:
+    if not value:
+        return ""
+    return ", ".join(str(x).strip() for x in value if str(x).strip())
+
+
+def _preset_form_values(preset: DocumentPreset | None = None) -> dict:
+    if preset is None:
+        return {
+            "name": "",
+            "owner_person": "",
+            "paid_by_person": "",
+            "covered_people": "",
+            "attendees": "",
+            "occasion_note": "",
+            "is_shared_expense": False,
+            "reimbursement_expected_from": "",
+            "reimbursement_paid_by": "",
+            "reimbursement_paid_to": "",
+            "reimbursement_note": "",
+        }
+
+    return {
+        "name": preset.name or "",
+        "owner_person": preset.owner_person or "",
+        "paid_by_person": preset.paid_by_person or "",
+        "covered_people": _format_people_list(preset.covered_people),
+        "attendees": _format_people_list(preset.attendees),
+        "occasion_note": preset.occasion_note or "",
+        "is_shared_expense": bool(preset.is_shared_expense),
+        "reimbursement_expected_from": _format_people_list(preset.reimbursement_expected_from),
+        "reimbursement_paid_by": preset.reimbursement_paid_by or "",
+        "reimbursement_paid_to": preset.reimbursement_paid_to or "",
+        "reimbursement_note": preset.reimbursement_note or "",
+    }
+
+
+@router.get("/", response_class=HTMLResponse)
+def list_presets(request: Request, edit_id: int | None = None, db: Session = Depends(get_db)):
+    presets = db.query(DocumentPreset).order_by(DocumentPreset.name.asc()).all()
+    editing = None
+    if edit_id is not None:
+        editing = db.query(DocumentPreset).filter(DocumentPreset.id == edit_id).first()
+
+    return templates.TemplateResponse(
+        request=request,
+        name="presets/index.html",
+        context={
+            "request": request,
+            "presets": presets,
+            "editing": editing,
+            "form_values": _preset_form_values(editing),
+            "active_page": "presets",
+        },
+    )
+
+
+@router.post("/create", response_class=RedirectResponse)
+def create_preset(
+    name: str = Form(...),
+    owner_person: str = Form(""),
+    paid_by_person: str = Form(""),
+    covered_people: str = Form(""),
+    attendees: str = Form(""),
+    occasion_note: str = Form(""),
+    is_shared_expense: str | None = Form(None),
+    reimbursement_expected_from: str = Form(""),
+    reimbursement_paid_by: str = Form(""),
+    reimbursement_paid_to: str = Form(""),
+    reimbursement_note: str = Form(""),
+    db: Session = Depends(get_db),
+):
+    preset = DocumentPreset(
+        name=name.strip(),
+        owner_person=owner_person.strip() or None,
+        paid_by_person=paid_by_person.strip() or None,
+        covered_people=_parse_people_list(covered_people),
+        attendees=_parse_people_list(attendees),
+        occasion_note=occasion_note.strip() or None,
+        is_shared_expense=bool(is_shared_expense),
+        reimbursement_expected_from=_parse_people_list(reimbursement_expected_from),
+        reimbursement_paid_by=reimbursement_paid_by.strip() or None,
+        reimbursement_paid_to=reimbursement_paid_to.strip() or None,
+        reimbursement_note=reimbursement_note.strip() or None,
+    )
+    db.add(preset)
+    db.commit()
+    return RedirectResponse(url="/presets/", status_code=303)
+
+
+@router.post("/{preset_id}/update", response_class=RedirectResponse)
+def update_preset(
+    preset_id: int,
+    name: str = Form(...),
+    owner_person: str = Form(""),
+    paid_by_person: str = Form(""),
+    covered_people: str = Form(""),
+    attendees: str = Form(""),
+    occasion_note: str = Form(""),
+    is_shared_expense: str | None = Form(None),
+    reimbursement_expected_from: str = Form(""),
+    reimbursement_paid_by: str = Form(""),
+    reimbursement_paid_to: str = Form(""),
+    reimbursement_note: str = Form(""),
+    db: Session = Depends(get_db),
+):
+    preset = db.query(DocumentPreset).filter(DocumentPreset.id == preset_id).first()
+    if preset is None:
+        return RedirectResponse(url="/presets/", status_code=303)
+
+    preset.name = name.strip()
+    preset.owner_person = owner_person.strip() or None
+    preset.paid_by_person = paid_by_person.strip() or None
+    preset.covered_people = _parse_people_list(covered_people)
+    preset.attendees = _parse_people_list(attendees)
+    preset.occasion_note = occasion_note.strip() or None
+    preset.is_shared_expense = bool(is_shared_expense)
+    preset.reimbursement_expected_from = _parse_people_list(reimbursement_expected_from)
+    preset.reimbursement_paid_by = reimbursement_paid_by.strip() or None
+    preset.reimbursement_paid_to = reimbursement_paid_to.strip() or None
+    preset.reimbursement_note = reimbursement_note.strip() or None
+
+    db.commit()
+    return RedirectResponse(url="/presets/", status_code=303)
+
+
+@router.post("/{preset_id}/delete", response_class=RedirectResponse)
+def delete_preset(preset_id: int, db: Session = Depends(get_db)):
+    preset = db.query(DocumentPreset).filter(DocumentPreset.id == preset_id).first()
+    if preset is not None:
+        db.delete(preset)
+        db.commit()
+    return RedirectResponse(url="/presets/", status_code=303)
diff --git a/app/templates/documents/detail.html b/app/templates/documents/detail.html
index df1018c..a389064 100644
--- a/app/templates/documents/detail.html
+++ b/app/templates/documents/detail.html
@@ -94,6 +94,7 @@
                     <div class="right-pane-tabs">
                         <button class="tab-button{% if active_tab == 'ocr-review' %} active{% endif %}" type="button" data-tab="ocr-review">OCR Review</button>
                         <button class="tab-button{% if active_tab == 'extracted-fields' %} active{% endif %}" type="button" data-tab="extracted-fields">Extracted Fields</button>
+                        <button class="tab-button{% if active_tab == 'additional-fields' %} active{% endif %}" type="button" data-tab="additional-fields">Additional Fields</button>
                         <button class="tab-button{% if active_tab == 'versions' %} active{% endif %}" type="button" data-tab="versions">Versions</button>
                         <button class="tab-button{% if active_tab == 'raw-ocr' %} active{% endif %}" type="button" data-tab="raw-ocr">Raw OCR</button>
                     </div>
@@ -187,6 +188,92 @@
                         </form>
                     </div>
 
+                    <div class="tab-panel{% if active_tab == 'additional-fields' %} active{% endif %}" data-panel="additional-fields">
+                        <h2 class="card-title">Additional fields</h2>
+
+                        {% if current_additional %}
+                            <p>Current additional fields last updated at {{ current_additional.updated_at }}</p>
+                        {% else %}
+                            <p class="empty-state">No additional fields saved yet.</p>
+                        {% endif %}
+
+                        {% if presets %}
+                        <form method="get" action="/documents/{{ document.document_id }}" style="margin-bottom: 1rem;">
+                            <input type="hidden" name="tab" value="additional-fields">
+                            <div class="button-row">
+                                <select name="preset_id">
+                                    <option value="">Select preset</option>
+                                    {% for preset in presets %}
+                                        <option value="{{ preset.id }}" {% if selected_preset_id == preset.id %}selected{% endif %}>{{ preset.name }}</option>
+                                    {% endfor %}
+                                </select>
+                                <button type="submit">Apply preset</button>
+                                <a class="button-link" href="/presets/">Manage presets</a>
+                            </div>
+                        </form>
+                    {% else %}
+                        <div class="button-row" style="margin-bottom: 1rem;">
+                            <a class="button-link" href="/presets/">Create first preset</a>
+                        </div>
+                    {% endif %}
+
+<form method="post" action="/documents/{{ document.document_id }}/save-additional-fields">
+                            <div class="form-grid">
+                                <div class="form-field">
+                                    <label>Owner person</label>
+                                    <input type="text" name="owner_person" value="{{ additional_form.owner_person }}">
+                                </div>
+                                <div class="form-field">
+                                    <label>Paid by person</label>
+                                    <input type="text" name="paid_by_person" value="{{ additional_form.paid_by_person }}">
+                                </div>
+                                <div class="form-field full">
+                                    <label>Covered people</label>
+                                    <input type="text" name="covered_people" value="{{ additional_form.covered_people }}" placeholder="Full Name, Full Name">
+                                </div>
+                                <div class="form-field full">
+                                    <label>Attendees</label>
+                                    <input type="text" name="attendees" value="{{ additional_form.attendees }}" placeholder="Full Name, Full Name">
+                                </div>
+                                <div class="form-field full">
+                                    <label>Occasion note</label>
+                                    <input type="text" name="occasion_note" value="{{ additional_form.occasion_note }}" placeholder="Dinner with Camie and friends">
+                                </div>
+                                <div class="form-field">
+                                    <label><input type="checkbox" name="is_shared_expense" value="1" {% if additional_form.is_shared_expense %}checked{% endif %}> Shared expense</label>
+                                </div>
+                                <div class="form-field full">
+                                    <label>Reimbursement expected from</label>
+                                    <input type="text" name="reimbursement_expected_from" value="{{ additional_form.reimbursement_expected_from }}" placeholder="Full Name, Full Name">
+                                </div>
+                                <div class="form-field">
+                                    <label>Reimbursement paid by</label>
+                                    <input type="text" name="reimbursement_paid_by" value="{{ additional_form.reimbursement_paid_by }}">
+                                </div>
+                                <div class="form-field">
+                                    <label>Reimbursement paid to</label>
+                                    <input type="text" name="reimbursement_paid_to" value="{{ additional_form.reimbursement_paid_to }}">
+                                </div>
+                                <div class="form-field">
+                                    <label>Reimbursement paid amount</label>
+                                    <input type="text" name="reimbursement_paid_amount" value="{{ additional_form.reimbursement_paid_amount }}">
+                                </div>
+                                <div class="form-field">
+                                    <label>Reimbursement paid date</label>
+                                    <input type="date" name="reimbursement_paid_date" value="{{ additional_form.reimbursement_paid_date }}">
+                                </div>
+                                <div class="form-field full">
+                                    <label>Reimbursement note</label>
+                                    <textarea name="reimbursement_note" rows="4">{{ additional_form.reimbursement_note }}</textarea>
+                                </div>
+                            </div>
+
+                            <div class="button-row" style="margin-top: 1rem;">
+                                <button class="primary" type="submit">Save additional fields</button>
+                            </div>
+                        </form>
+                    </div>
+
                     <div class="tab-panel{% if active_tab == 'versions' %} active{% endif %}" data-panel="versions">
                         <h2 class="card-title">Document versions</h2>
                         {% if document.versions %}
diff --git a/app/templates/presets/index.html b/app/templates/presets/index.html
new file mode 100644
index 0000000..fb53a66
--- /dev/null
+++ b/app/templates/presets/index.html
@@ -0,0 +1,143 @@
+<!DOCTYPE html>
+<html lang="en">
+<head>
+    <meta charset="UTF-8">
+    <title>Presets</title>
+    <link rel="stylesheet" href="/static/app.css">
+</head>
+<body>
+<div class="app-shell" id="app-shell">
+    {% include "partials/sidebar.html" %}
+
+    <main class="main">
+        <div class="topbar">
+            <div>
+                <h1 class="page-title">Presets</h1>
+                <p class="page-subtitle">Create reusable defaults for additional fields.</p>
+            </div>
+        </div>
+
+        <div class="card">
+            <h2 class="card-title">{% if editing %}Edit preset{% else %}Create preset{% endif %}</h2>
+
+            <form method="post" action="{% if editing %}/presets/{{ editing.id }}/update{% else %}/presets/create{% endif %}">
+                <div class="form-grid">
+                    <div class="form-field">
+                        <label>Preset name</label>
+                        <input type="text" name="name" value="{{ form_values.name }}" required>
+                    </div>
+                    <div class="form-field">
+                        <label>Owner person</label>
+                        <input type="text" name="owner_person" value="{{ form_values.owner_person }}">
+                    </div>
+                    <div class="form-field">
+                        <label>Paid by person</label>
+                        <input type="text" name="paid_by_person" value="{{ form_values.paid_by_person }}">
+                    </div>
+                    <div class="form-field full">
+                        <label>Covered people</label>
+                        <input type="text" name="covered_people" value="{{ form_values.covered_people }}" placeholder="Full Name, Full Name">
+                    </div>
+                    <div class="form-field full">
+                        <label>Attendees</label>
+                        <input type="text" name="attendees" value="{{ form_values.attendees }}" placeholder="Full Name, Full Name">
+                    </div>
+                    <div class="form-field full">
+                        <label>Occasion note</label>
+                        <input type="text" name="occasion_note" value="{{ form_values.occasion_note }}">
+                    </div>
+                    <div class="form-field">
+                        <label><input type="checkbox" name="is_shared_expense" value="1" {% if form_values.is_shared_expense %}checked{% endif %}> Shared expense</label>
+                    </div>
+                    <div class="form-field full">
+                        <label>Reimbursement expected from</label>
+                        <input type="text" name="reimbursement_expected_from" value="{{ form_values.reimbursement_expected_from }}" placeholder="Full Name, Full Name">
+                    </div>
+                    <div class="form-field">
+                        <label>Reimbursement paid by</label>
+                        <input type="text" name="reimbursement_paid_by" value="{{ form_values.reimbursement_paid_by }}">
+                    </div>
+                    <div class="form-field">
+                        <label>Reimbursement paid to</label>
+                        <input type="text" name="reimbursement_paid_to" value="{{ form_values.reimbursement_paid_to }}">
+                    </div>
+                    <div class="form-field full">
+                        <label>Reimbursement note</label>
+                        <textarea name="reimbursement_note" rows="3">{{ form_values.reimbursement_note }}</textarea>
+                    </div>
+                </div>
+
+                <div class="button-row" style="margin-top: 1rem;">
+                    <button class="primary" type="submit">{% if editing %}Save preset{% else %}Create preset{% endif %}</button>
+                    {% if editing %}
+                        <a class="button-link" href="/presets/">Cancel</a>
+                    {% endif %}
+                </div>
+            </form>
+        </div>
+
+        <div class="card">
+            <h2 class="card-title">Existing presets</h2>
+
+            {% if presets %}
+                <div class="table-wrap">
+                    <table>
+                        <thead>
+                            <tr>
+                                <th>Name</th>
+                                <th>Owner</th>
+                                <th>Paid by</th>
+                                <th>Covered people</th>
+                                <th>Attendees</th>
+                                <th>Shared</th>
+                                <th>Actions</th>
+                            </tr>
+                        </thead>
+                        <tbody>
+                            {% for preset in presets %}
+                            <tr>
+                                <td>{{ preset.name }}</td>
+                                <td>{{ preset.owner_person or "" }}</td>
+                                <td>{{ preset.paid_by_person or "" }}</td>
+                                <td>{{ preset.covered_people or [] }}</td>
+                                <td>{{ preset.attendees or [] }}</td>
+                                <td>{{ "Yes" if preset.is_shared_expense else "No" }}</td>
+                                <td>
+                                    <div class="button-row">
+                                        <a class="button-link" href="/presets/?edit_id={{ preset.id }}">Edit</a>
+                                        <form method="post" action="/presets/{{ preset.id }}/delete">
+                                            <button class="danger" type="submit">Delete</button>
+                                        </form>
+                                    </div>
+                                </td>
+                            </tr>
+                            {% endfor %}
+                        </tbody>
+                    </table>
+                </div>
+            {% else %}
+                <p class="empty-state">No presets yet.</p>
+            {% endif %}
+        </div>
+    </main>
+</div>
+
+<script>
+(function () {
+    const appShell = document.getElementById("app-shell");
+    const menuToggle = document.getElementById("menu-toggle");
+    if (appShell && menuToggle) {
+        menuToggle.addEventListener("click", function () {
+            appShell.classList.toggle("nav-open");
+        });
+        menuToggle.addEventListener("keydown", function (e) {
+            if (e.key === "Enter" || e.key === " ") {
+                e.preventDefault();
+                appShell.classList.toggle("nav-open");
+            }
+        });
+    }
+})();
+</script>
+</body>
+</html>