👥 Collaboration & Sharing Guide
Share virtual cards with family, partners, or roommates. Collaborate on budgets and track shared expenses together.
Why Share Budgets?
💑 Couples
Manage household expenses together. Both partners can log transactions and see the full picture.
👨👩👧👦 Families
Share family budget with spouse or older children. Teach financial responsibility.
🏠 Roommates
Track shared apartment expenses. Everyone can see who paid what.
✈️ Travel Groups
Share vacation budget with travel companions. Split expenses fairly.
How to Share a Virtual Card
- Go to Cards page
- Click on the card you want to share
- Click "Share" button
- Enter the email address of the person
- Choose their role (Editor or Viewer)
- Click "Send Invitation"
- They'll receive an email invitation
User Roles
✏️ Editor
Full access to add, edit, and delete transactions and groups.
Can: Log transactions, create groups, modify budgets
Cannot: Delete the card or remove the owner
👁️ Viewer
Read-only access. Can see everything but cannot make changes.
Can: View all transactions, groups, and reports
Cannot: Add or modify anything
💡 Tip: Use Viewer role for accountability partners or financial advisors who should see but not change your budget.
Managing Shared Access
As the card owner, you can:
- Change roles: Switch someone from Viewer to Editor or vice versa
- Remove access: Revoke sharing at any time
- See who has access: View list of all shared users
Best Practices for Shared Budgets
- ✓ Set clear expectations: Discuss who logs what before sharing
- ✓ Use descriptive names: Help others understand transactions
- ✓ Review together: Check budget weekly as a team
- ✓ Communicate changes: Let others know if you modify budgets
Next Guide:
Shopping Lists Guide