Sharing your budget

Sharing your budget is an important step when reaching goals with a partner. Take a look at the steps below on how to share your budget with someone.

If you choose to share your budget, the person you share with will not be able to add or remove bank accounts of institutions. You will remain in control of key budget settings however your partner can choose their own favourites.

Step 1

Head to the 'More' menu option on the far right of the bottom menu bar.

Step 2

Choose 'Shared users' from the menu options.

Step 3

Select the 'Invite' option at the top right of the screen, enter your partners details and tap 'Send invitation'.

Step 4

Your partner will be sent an email with a link to share your budget. They need to follow the prompts to access your budget. Once you have completed the process, a card will appear on the 'Shared Users' screen for each person you have shared your budget with.

If you decide to stop sharing your budget, simply tap the card and select 'Stop sharing'.