Sharing a budget
Invite a partner so you both plan from the same numbers — with the right level of access.
Sharing is a Premium feature for the budget owner. The people you invite don't need Premium themselves.
Inviting someone
From Budgets, choose Invite on the budget, then enter their email address and a role. They get an email with a link; the invitation is valid for 14 days. If they don't have an account yet, they create one with that same email address.
Roles
| Role | Can do |
|---|---|
| Owner | Everything, including inviting people, changing roles and deleting the budget |
| Editor | Add and change accounts, transactions and recurring items |
| Viewer | See everything, change nothing |
The owner can change a member's role or remove them at any time. Members can also leave a shared budget themselves.
Notifications for shared budgets
Each member chooses their own email alerts for a shared budget — one partner can get the weekly digest while the other doesn't.
Still stuck?
Write to us — a human answers every message, usually within 1–2 business days.
Contact support