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Family group

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A Family group lets you share your budgets with the people you manage money with, so everyone works from the same numbers. You decide which budgets each member can edit, and the group gets a Family hub with each member's spending, shared shopping lists and a shared scratchpad.

One subscription for the whole family

Family groups are a Pro feature, and only the person who creates the group needs Pro. Pro features come with the budget, so members get them when they work in a budget you've shared with them. A Pro group can have up to 5 members besides you (pending invites count towards this).

Invite someone​

  1. Go to More › Family group.
  2. Tap Invite someone (or the invite button at the top).
  3. Enter the person's email address and tap Invite.

Your invite shows under Sent invites until they answer. To cancel it, delete it from that list.

Use the email they sign in with

The person you invite must sign in to Beyond Budget with the same email address you send the invite to. You also need a linked account with an email yourself: if you're using the app without one, it asks you to link your account first.

Accept an invite​

The invite appears inside the app for the person you invited: on Home, in More, and in More › Family group. They tap Accept to join or Decline to turn it down.

Choose who can edit which budget​

As the group's Admin, you control access per budget:

  1. In More › Family group, tap the Access control button at the top (or tap the ⋮ next to a member and choose Access control to see just that person).
  2. For each of your budgets, set each member to Editor (can see and change the budget) or None (no access).

Members open the budgets you've shared from the budgets button at the top of the Family group screen.

Family hub​

Once you have members, the Family hub section on the Family group screen gives you:

  • Family spending: how much each member spent in the current budget over the selected period, with their number of transactions.
  • Shopping list: your lists and the Shared lists from budgets shared with you. See Shopping list.
  • Scratchpad: the budget's shared notes. See Scratchpad.

Remove members or leave​

  • Admin: tap the ⋮ next to a member and choose Revoke membership.
  • Member: tap the leave button at the top of the Family group screen.

Either way, the person needs a new invite to rejoin.

Shared and personal money in one budget​

The app doesn't share a single account across several budgets, but couples can still keep personal and shared money apart inside one family budget:

  1. Give each person their own category group. Set up one group of categories for you and one for your partner, for personal spending, savings and their share of joint costs.
  2. Allocate income separately. When either of you is paid, add the income to the shared budget and allocate it to your own categories.
  3. Pay shared costs from shared categories. For bills, groceries or family outings, each of you moves money from your personal categories into the shared expense categories.

Both of you see the whole household picture, while each keeps control of their own money.