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Your household
Create a household, invite people and manage roles.
- Creating and managing your householdBring the members of your household together for a shared financial view, with roles suited to each person.
- Household Roles and PermissionsOwner, Adult, Junior: who sees what, who can do what, and how each person's privacy is preserved.
- Frequently Asked Questions: Household, Shared Notebooks, and Inheritance VaultAnswers to the most frequently asked questions about the Household, Shared Notebooks, and the inheritance vault.
- Why create a householdThe Household brings together up to four people around a shared view, while leaving everyone in control of their data.
- Privacy at homeUnderstanding what is shared, what remains private, and how each member retains control over their data.
- Invite a member to the householdStep-by-step guide to invite a loved one, assign them a role, and help them join your household.
- FAQ: the householdQuick answers to the most common questions about the multi-member household.
- Managing the household budgetTrack shared spending, keep a shared view and set budgets when you manage your finances together.
- Leaving or dissolving a householdWhat happens to your data when you leave, remove a member or close a household entirely.
- FAQ: household invitations and rolesQuick answers to questions about inviting members and the Owner, Adult, and Junior roles.
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