Notifications & settings
Household & sharing (Pro)
On the Pro plan you can invite one other person - a partner or family member - to share your budget, either to look or to help manage it.
Before you start
Sharing is a Pro feature, and a budget can have two people maximum(you plus one). If you're not on Pro, the Sharing tab shows Sharing is a Pro feature with an Upgrade to Pro button.
Invite someone
- Open Settings and go to the Sharing tab.
- Enter Their email.
- Choose a Role: Viewer or Editor.
- Tap Send invite.
The invite is tied to that email address, single-use, and expires in 7 days. It appears under Pending invites until they accept.
Roles
- Viewer - can see everything, but change nothing.
- Editor - can budget and add transactions.
- Owner - you. Only the owner can invite, change roles, or remove people.
Manage people
Under People with access, change a member's role or tap Remove to revoke access immediately. Under Pending invites, tap Revoketo cancel an invite that hasn't been accepted.
Troubleshooting
“This budget is already shared”
You've hit the two-person limit. Remove the existing person under People with access, then send the new invite.
The invite expired
Invites last 7 days. If it lapsed, just send a fresh one from the Sharing tab.
I'm a viewer/editor and can't invite anyone
Only the budget owner can manage collaborators. Ask the owner to send invites or change roles.