Share a budget
Invite other people to a budget so you can track shared expenses together — useful for households, couples, or anyone splitting costs.
Roles
| Role | What they can do |
|---|---|
| Owner | Full control — create, edit, delete categories and transactions; manage members |
| Editor | Add, edit, and delete transactions; view all budget details |
| Viewer | Read-only access — can see everything but can't make changes |
Invite someone
- 1Go to Settings → Users.
- 2Enter the person's email address and first name.
- 3Select the budget and the role you want to give them.
- 4Optionally toggle Share savings goals.
- 5Click Send invitation.
You need a paid subscription to invite members. During your trial, the invite button is visible but disabled.
Manage pending invitations
Invitations expire after 7 days. Under Settings → Users → Pending invitations you can resend or cancel them.
Change a member's role
- 1Go to Settings → Users.
- 2Find the member under Budget members.
- 3Click the role badge and select a new role.
Remove a member
- 1Go to Settings → Users.
- 2Find the member and click the ⋯ menu.
- 3Select Remove member and confirm.
Removed members immediately lose access. Any transactions they added remain.
What's next