Shared Households
One shared plan without forcing shared bank accounts.
Invite members, manage access, keep one Monthly Plan visible. Bank accounts stay structured however you choose.
How it works
Three steps
- A
Create the household workspace
Start with the shared planning context.
- B
Invite members and set preferences
Owners manage invitations, membership, and currency.
- C
Plan from one monthly view
Incomes, expenses, goals, and surplus stay visible.
Capabilities
What this page covers
Shared visibility
Couples, families, and shared households see the same plan numbers.
- Monthly reviews with the same view.
- Less file-passing and screenshot ping-pong.
- Pairs with a simple money-meeting habit.
Per-household settings
Currency and naming live at the workspace level.
- Useful for different currencies.
- Multiple planning contexts stay organized.
- Clear switching between spaces.
Limits you can see
The core workflow stays available. Limits show in the product when you reach them.
- Start with the household Monthly Plan.
- Incomes, expenses, and goals stay on one plan.
- Limits show in the product when you hit them.
FAQ
Common questions
Do we need shared bank accounts?
No. You share the plan view. Bank structure stays your choice.
Can I invite others?
Yes. Owners can invite members and manage access.
Can a household choose its currency?
Yes. Currency is a household-level setting.
Can I try collaboration in the demo?
The demo shows the budgeting workflow. Real collaboration needs an account.