Share a budget with your household

Option 1: share the budget you already have

1. Go to Settings → Share this budget.
2. Give it a name everyone will recognize, like “Smith household”, and pick an emoji.
3. Tap Share it, then invite people, and invite your partner by email.

Accounts, bills, funds and history all come along. You also get a new, empty personal budget for anything you’d rather keep to yourself.

Option 2: start a new shared budget

Go to Settings → Create a new shared budget (or tap the budget pill → + New shared budget), name it, and tap Create. Then invite people. Your personal budget stays private.

Switching budgets

Tap the budget pill at the top to switch between your personal and shared budgets. Your choice is remembered on all your devices.

In a shared budget

• Transactions show who logged them.
• You get a heads-up when someone logs a purchase with ＋ or adds a statement.
• Each person has their own advisor chats, greeting and notification settings.