You can share your accounts with as many other users as you like. Choose whether to let each person see just one Group, or your whole Dashboard.
You always have complete control of who sees what, and can change at any time. Those you share with can only see your accounts—no-one but you can touch them.
On your Dashboard, select the Group you’d like to share. You might want to organise your Groups thinking about this. If you are sharing business accounts for example, consider setting up a specific Business Group, that way your personal accounts won’t be shared.
To share a Group, click on the Sharing icon at the top of that Group (the little group of people), type the name of the person you’d like to share with, their email (the one on their account if they are already a member), and who they are to you. (If you use a nickname, make sure you use a name they’ll like, they’re going to see it in your request!)
We’ll send them an email asking them to accept your invitation. Once they accept, they will be able to see them inside your Group.
You can see how many people you’ve shared with next to the Group name. Remove them at any time simply by clicking on the number icon and pressing the Bin icon next to their name.
Important: Think about it first. Be careful about who you share your accounts with. Check the accounts in each group to ensure you don’t share an account you’d rather keep private.
How do I stop Sharing with someone?
You can change your mind any time if you’d like to stop sharing with someone. In the Group you’d like to keep private, click on the number icon next to the group name. You’ll see a list of the people you’re sharing that Group with.
Click on the Bin icon next to their name, and click Done. They will not longer be able to see this Group.
When someone shares with you
If someone has invited you to share their accounts, you will receive an email asking if you’d like to you accept their invitation.
If you accept, the Groups they have shared with you will appear on your Dashboard, under the Shared with you heading.
Hooray!
If you've been following the steps to set up your app you've mastered the basics. If you'd like to do more, you can find out about setting up Rules,
Otherwise congratulations—go forth and master your money!! : )