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Households

Manage Households and Members

Use households to separate budgets while keeping collaboration clear.

Steps

Follow these steps

A

Switch your active household

Use the household picker in the sidebar to move between households and set a default.

B

Open household settings

Review general settings, member list, and invitations for the active household.

C

Invite members

Send invitations by email, then track pending invites until accepted or canceled.

D

Adjust member roles or remove access

Owners can promote, demote, or remove members while preserving at least one owner.

Tips

Helpful tips

Name households clearly

Use practical names like "Family Budget" or "Rental Property" to reduce mistakes.

Use invitations for auditability

Invite flows provide a clean join trail instead of sharing credentials.

Get Started

Ready to put this into action?

Set up your household and start planning in minutes.