Household
Invite someone, what everyone sees, ownership and removing a member.
Invite someone to your householdOpen Family from the menu, tap Add Family Member, enter their name, email and relationship, and tap Invite User. They get an email with a link to join.What everyone in a household seesEveryone in a household sees the same accounts, balances, transactions, budgets, goals and insights. Each person keeps their own sign in. The highest plan in the household applies to everyone.Account ownership and who can change whatOnly the person who linked a bank or created a manual account can edit, reassign or delete it. Everyone else sees a lock icon. Only the household owner can remove members, and nobody can delete another person's account.Remove a member or leave a householdThe household owner opens the person on the Family screen and taps Remove [Name] from family. A member who wants out taps Leave Family in Settings. Nobody loses their own account or the banks they linked.