Family group

Only one member needs to subscribe to the Pro plan, and the entire Family Group can enjoy them. Just create the budget and share it with your family members to get everyone on board!

The Family Group feature allows you to share and manage your budget with up to five individuals, making it easier to achieve financial goals together as a family or group. This feature is perfect for households that want to ensure everyone is on the same page when it comes to managing finances.

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Setting Up Your Family Group

1. Creating a Family Group:

   • Navigate to the Family Group section from the main menu.

   • If it's your first time, you'll see a screen prompting you to invite family members.

2. Inviting Family Members:

   • Tap on the + icon in the top right corner or select Invite someone.

   • Enter the email address of the person you want to invite.

   • After entering the email, they will receive an invitation to join your family group.

3. Receiving the Invitation:

   • The invited member will receive an invitation inside their app to join your family group.

4. Granting Budget Access:

   • Once members join, you can manage their access by tapping on the three vertical dots next to their name.

   • Select Access Control to choose what level of access they have, such as viewing or editing budgets.

   • You can also remove a member by selecting Delete.

5. Managing Members:

   • All added members will appear under the Members section.

   • You can edit their roles and permissions anytime by following the same steps.

Ensure that the family member you're inviting is logged in to the app themselves with the same email address that you use to send the invitation.

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Benefits of Using Family Groups

• Collaborative Budgeting: Ensure everyone is on the same page by allowing them to view and manage the budget.

• Transparency: Share financial goals and track progress together.

• Custom Permissions: Control who can edit and who can only view the budgets.

By utilizing the Family Group feature, you foster better financial communication and teamwork, making it easier to manage your household finances efficiently.

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Managing Shared and Personal Accounts in a Family Plan

If you and your spouse want to manage both shared and personal finances within the app, here's a simple way to do it, even though the app doesn't fully support managing the same account across multiple budgets.

1. Create Separate Categories for Each Person:

   • Within your shared family budget, set up two distinct groups of categories—one for you and one for your spouse.

   • These categories should reflect your individual financial priorities, such as personal spending, savings goals, and contributions to shared expenses.

2. Allocate Income Separately:

   • When either of you receives income, enter it into the shared budget.

   • Allocate this income to your specific categories, ensuring that your personal finances are managed independently.

   • Your spouse can do the same, maintaining separate control over their finances within the same shared budget.

3. Handle Shared Expenses with Ease:

   • For shared expenses like household bills, groceries, or family outings, each partner can transfer funds from their personal categories to a main checking account or a shared expense category.

   • This method keeps personal finances distinct while ensuring that all shared financial responsibilities are met.

4. Maintain Transparency and Flexibility:

   • This setup allows both partners to have full visibility into the household's financial situation while maintaining the flexibility to manage personal finances separately.

   • It's a great way to collaborate on shared financial goals without sacrificing personal financial independence.