What a shared space is

A space is a separate set of finances. A shared space lets several people — a family, a couple, a project — keep one set of accounts, operations and goals together. People join with an invite code.

What members see

Everyone who joins a shared space sees and works with that space's data: its accounts, operations, categories, budgets and goals. Operations show who added them, so it's clear in a shared space who recorded what.

What stays private

A shared space shows only its own data. Your personal space and any other spaces you have are not visible to its members — switching spaces is how you keep separate finances separate.

The owner vs members

The person who created the space is its owner. Only the owner can manage the space itself — rename it, remove members, refresh the invite code, or delete the space. Other members work with the data but don't manage the space.

Sharing a read-only view

If you want someone to see a space without joining or editing it, the owner can turn on a public read-only link in the space settings. Anyone with that link sees a view-only page; turn the link off at any time to stop access.