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Households

Manage Households and Members

Use households to separate Monthly Plans while keeping collaboration clear.

Steps

How to do it

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 keeping at least one owner.

Tips

Name households clearly

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

Use invitations for a clean join trail

Invite flows leave a clear path. Sharing credentials does not.

Get Started

Put this guide to work

Log in for a saved household plan, or open the demo to practice first.