Family
A shared budget for a couple or a family
Everyone logs spending by voice, from a receipt photo or by hand into one shared workspace with the same category budgets. Each transaction shows who added it, and settle up shows who paid more this month.
Joining the workspace
- Invite by email: the invitee sees the invitation in their app and accepts or declines it.
- Or show a QR code, or send a link with an invite code.
- The owner can remove members, and any member can leave. Invitations, acceptances and departures are listed in the group activity.
Who added what
- Every transaction shows its author.
- The transaction list can be filtered by member.
Settle up
- Settle up totals the shared expenses for the current month and splits them equally among all members.
- For each member it shows what they paid, their fair share and how much they owe or are owed.
- The split is always equal; custom shares are not supported.
Shopping list and tasks
- The Tasks tab is the household’s shared list for shopping and chores. Tasks can be added by voice, assigned to a member and repeated daily, weekly, monthly or yearly.
- “I'm at the shop” notifies the other members so they can add what they need. The button appears once the workspace has more than one member.
What members see
- Joining makes your records part of the workspace: members see each other’s accounts, transactions, categories, budgets, savings goals, tags and recurring payments.
- There is no setting to keep a single account private within a workspace.
- A task can be marked Shared or Private.
- Investment portfolios and the assets you add are not shared: they stay with the person who added them.
- If you leave, your data stays with you and the other members no longer see your new transactions.
- Shared data syncs through our server over HTTPS.
Pro for the whole family
- When the workspace owner has an active Pro subscription, every member gets Pro too.
- A member’s own subscription does not upgrade the owner or the other members.
Pricing · AI features · Cash flow forecast · Net worth · Voice input · Privacy
Frequently asked questions
Is the shared budget free?
Yes. The shared workspace, the author on every transaction, settle up, the shopping list and tasks are part of the free Core.
Does each family member need Pro?
No. An active Pro subscription held by the shared workspace owner extends to its members. A member’s own subscription does not automatically upgrade the owner or other members.
Can I keep an account private from my partner?
No. In a shared workspace every member sees all accounts and their transactions. Tasks can be marked private, and investment portfolios and assets stay with the person who added them.
How does settle up split expenses?
Equally. It totals the shared expenses for the current month, divides them by the number of members and shows who owes and who is owed.