Household Roles Explained
Understand the household roles and what each one can do
The Roles
Every adult household member has one of four roles. Each role has different permissions to keep your household organised and secure.
Owner
The person who created the household. Full control over everything.
- Manage all members and roles
- Access billing and the Stripe Customer Portal
- Connect and share accounts
- Add, edit, and delete transactions
- Manage ownership rules and household goals
- Delete the household entirely
- Limit: one Owner per household
Partner
A trusted co-manager, typically your spouse or partner.
- Invite people to the household
- Ask the Owner to remove members or change roles in household management
- Connect and share accounts
- Add, edit, and delete transactions on shared accounts
- Manage household goals and ownership rules
- Cannot delete the household or change billing
Member
An active participant who can help manage shared financial records.
- Edit shared transactions
- Share their own accounts with the household
- Contribute to shared household goals
- Create categorisation rules
- Can invite people to the household
- Cannot remove other members
Viewer
View-only access for someone who needs visibility without editing.
- View shared accounts and transactions
- View reports and dashboards on shared data
- View household activity feed and goals
- Can add notes where available, but cannot edit shared financial records
- Cannot connect accounts or change household settings
Choosing the Right Role
| Scenario | Recommended role |
|---|---|
| Your spouse/partner who co-manages finances | Partner |
| An adult family member who tracks their own spending | Member |
| A parent or financial advisor who wants visibility | Viewer |
Changing Roles
The Owner can change member roles, subject to available seats, from Household > Manage Household > Members. The current web screen shows role-change controls to the Owner. You cannot change your own role or the Owner's role. Refresh after a role change to see the updated access. See Inviting and Managing Household Members for the full management flow.