Finances for two or for the family
A shared budget, goals, maps and plans for 2 or 4 people. Everyone has their own account and a private “Mine” space, and shared data lives in the “Shared” space.
Step by step
- In Pricing choose the Family plan for 2 or 4 people (the number includes you).
- In My Account → Shared account, enter the person's e-mail and click Invite. You can also rename the shared account there, e.g. “Home”.
- The person opens the link from the e-mail (valid for 7 days), logs in or creates an account for that address and clicks Join.
- The Mine / Shared switch in the top bar changes the space in all modules.
Inviting and joining
Animation with sample data: Ola invites Jan, Jan gets an e-mail and joins the shared account “Home”
- The package owner (Ola): My Account → Shared account, the e-mail address and Invite.
- The invitation waits in the Pending invitations list for 7 days.
- Jan gets an e-mail with a Join.
- On the invitation page Jan confirms he understands the rules and clicks Join.
- Jan's top bar now shows the Mine / Home switch, and the people list in his My Account shows 2 of 2.
Mine and Shared
| Mine | Shared | |
|---|---|---|
| Who sees it | only you | everyone in the shared account |
| What it holds | your Home Finance, maps and projects | the household's Home Finance, maps and projects |
| After leaving | no change | you lose access, your entries stay |
Mine and Shared, who spent
Animation with sample data: the switch in the top bar, an expense with a chosen person, the “Person” filter
- In the top bar, click the shared account name (here “Home”). The household data appears on the screen.
- Add an expense: amount, category and Who spent. The person entering it is selected by default.
- Each transaction shows the initials and name of the person who spent.
- The Person filter shows one person's expenses.
- Mine takes you back to your own data that others don't see.
Who spent
- In the “Shared” space a transaction has a Who spent field (you by default). The list shows the name, and the Person filter narrows the list.
- Budget, goals, recurring payments, net worth and reports are one for the whole household.
- The “Shared” space starts empty. The wizard lets you Copy categories from the “Mine” space (without transactions and amounts).
- Projects in “Shared” have everyone as members — it's easy to split tasks, e.g. when moving house.
FAQ
Will my partner see my private expenses?
No. Others see only your name, e-mail and entries in “Shared”. Never data from “Mine” or your subscriptions.
How do I leave the shared account?
Leave the shared account in My Account. Your entries stay for the others; your “Mine” data is unchanged.
What happens when the package expires?
“Shared” becomes read-only. If the package is not renewed within 3 months, the “Shared” data is deleted — we send a reminder first.
Can I belong to two shared accounts?
No, only one. To join another, leave the current one first.
The link opened on the wrong account.
Click Log out and log in to the right account — you will return to the invitation.