Shared Household Budgeting and Workspace Access
Keep household records in a separate personal workspace and use access controls when managing finances with another household member.
Open your personal workspaceSelect the household workspace
Confirm you are in your personal workspace before adding shared spending, goals or debt records. Keep business income and expenses in the business workspace.
Assign the appropriate access
Agree who records transactions and who reviews the budget. Use the team controls to invite a household member with the role they need.
Review a shared monthly plan
Set a grocery and transport budget, record spending during the month and review differences together in the original spending currency.