Household and multi-user support
Shared context
See how shared accounts, budgets, goals, and net worth appear in both members' views.
Shared data appears in both members' views. When an account, budget, goal, or net-worth figure is shared, each member sees the same household-level numbers from their own login.
The household holds accounts, transactions, categories, goals, budgets, portfolio, cash flow, and net worth, so both members work from the same underlying data.
What is shared
- Accounts marked as shared, with their transactions and balances.
- Budgets and categories, when they belong to the household.
- Goals and their progress.
- Portfolio, cash flow, and net worth, calculated from the shared accounts.
Because both members read the same data, changes made by one member appear in the other member's view.
What stays separate
Private accounts are excluded from the shared picture. They do not appear in the other member's lists, budgets, or net worth, and they are not part of the household-level context. See Account privacy for how this is set.