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Household and Sharing

Manage finances together with your family.

8 articles

Creating a Household

Set up a household to share finances with a partner or family

Household Roles Explained

Understand the household roles and what each one can do

Sharing Accounts with Your Household

Choose which accounts your household can see, and at what access level

Household Activity Feed

See a real-time audit trail of household actions

Review Queue and Approvals

Assign transactions to household members for review and resolve them together

Inviting and Managing Household Members

How to invite people to your household, accept invitations, manage pending invites, and remove members.

Shared Goals and Ownership Rules

How shared household goals work and how to use ownership rules to auto-tag transactions as mine, theirs, or ours.

Managing Notification Preferences

Choose which household alerts you want to receive and tune their thresholds.

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