Invite someone to your household
Invite a member by email, then have them accept with that email. Their role and bill visibility control what they can see and change.
Before you start
Household sharing is available on Family. Owners and co-owners can invite others. Choose a role and visibility that match what the person needs; a viewer cannot change financial records.
Send and accept an invite
- Open Household and select Invite member.
- Enter their name and email, choose a role and which bills they can see, then send the invite.
- For a new account, the recipient opens the invite and completes signup using that email. For an existing account, they sign in with that email and accept the invitation.
- Check Household for their accepted membership. A pending invitation is not an accepted member.
Existing accounts
Accepting moves an existing account into the inviting household; it does not move the previous household’s ledger into the new one. An owner with other signed-in members or live pending invitations must resolve those memberships/invitations before joining. Follow the message shown instead of deleting an account as a default workaround.
Who sees which bills
Owners and co-owners see all bills. Members and viewers can have All bills or Shared only access. Shared only shows bills explicitly shared with them, including visibility-only sharing. Access to household-wide totals and features may be restricted.
Remove a member
Only the owner can remove a member. Use their member actions on Household. Removed members lose access; their prior contributions remain part of the ledger. Export records you need before deleting any financial records.