How to add another person to my WizeFi account

This article will walk you through how to handle finances with another person inside WizeFi. Let's dive into these 3 scenarios: completely separate finances, semi-separate finances, and combined finances

If you and your partner have completely separate accounts, goals, and tracking, the best way to monitor your spending and create a plan for financial independence is to have two separate WizeFi accounts. That way, each of you can continue monitoring your individual spending and goals. To do this, have each person create a different WizeFi account using their email address or Single Sign On through Google/Apple.

If you and your partner share some expenses but still keep some accounts separate, you may be able to still combine everything into one WizeFi account.

The purpose of WizeFi is to empower you to make decisions on how to reach FI as quickly as possible. If you and your partner share goals, you could consider adding all of your accounts into WizeFi to track your monthly progress and optimize your plan to reach financial independence.

If you and your partner have separate goals for financial independence and want to keep certain accounts completely separate, consider creating two WizeFi accounts to manage these different goals. Then choose who will track shared expenses accounts and add those accounts to the appropriate WizeFi account.

If you and your partner have completely shared finances and are working towards the same goals for financial independence, you can add all of these accounts and goals under one WizeFi profile to track everything in one place. This is the simplest way for partners to review their spending and financial independence plan together.