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
Invite someone by email or shareable link, choose their role, and troubleshoot joining your household.
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.