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Share with others
Household teams
Use a separate team ledger when several people need to see and record shared activity.
Updated: 9/25/2026
Create and invite
A Family subscriber can create one team and invite members. The base team includes up to five people; extra seats can raise the total to ten. Invited people can use a Free account. Roles determine what each member can see or change.
Keep scopes clear
Use the scope switcher in the dashboard to move between personal and team records. Choose the team when a transaction belongs to shared household activity. Your personal records remain in their own scope.
Plan limits follow the person who creates a transaction or uploads a file. A Free member’s limit is 1,000 transactions per month, even when working in a team. A team becomes read-only if its owner loses the Family entitlement.