Households
One money picture for the people you share it with
Invite a partner or family member and you see the same accounts, debts, budget and goals, with roles that decide who can change what. A couple gets one debt-free date instead of two halves of one.
Members
- AlexOwner
- JordanMember
- SamViewer
Comment on a transaction
Jordan: That was the vet, not groceries. I moved it.
Sample data, drawn by the app's own components.
Invite by email
Send an invitation with a name and email address. The person signs in or creates an account with that same email to accept, with Google sign-in supported. Links expire after seven days and can be resent.
Roles that are enforced, not suggested
Every household has an owner, members and viewers, and the rules live in the database rather than the app's screens.
- Owners manage the household: change roles, remove members and edit display names.
- Members can add and change shared data and invite others.
- Viewers can see everything shared but can't change it, which suits an accountant, an adult child or a parent helping out.
What's shared
Accounts and their transactions, debts, budgets, goals and net worth history. Each member's bank connections feed the same household view, and the payoff plan can be run for the whole household or just your own debts.
Sorting spending together
Members can categorize each other's transactions, flag them for review or exclude them from spending, while amounts and dates stay as the owner's bank reported them. Merchant renames are shared, and transactions can carry comments for the other person.
Leaving is simple
Anyone can leave a household. Removing someone ends their membership but keeps their own data; the household just stops seeing it.
What it doesn't do
- Up to three people who can edit (owner and members) per household on any plan; viewers are unlimited.
- Each member's bank sync needs Pro.
- The app shows one household per person.