Shared Budgets with Permissions

Share your budget with up to five other users. Assign owner, editor, or viewer permissions and collaborate in real-time with full control over access.

Key Benefits

  • Three Permission Levels
    Share your budget with others as an owner, editor, or viewer. Owners have full control. Editors can make changes. Viewers receive real-time updates without editing access.
  • Invite Up to Five Users
    Premium subscribers can share their budgets with up to five other people, including free users. Each person can have a different permission level based on how you want them to collaborate.
  • Accept, Decline, or Block
    Invitations arrive as notifications. Recipients can accept to start collaborating, decline to pass, or decline and block to prevent future requests from that user.
  • Your Style Carries Over
    Your custom themes and icons apply to the shared budget. Everyone sees the budget exactly as you have designed it.
  • Manage Access Anytime
    Revoke access or change permission levels whenever you need. Transfer ownership to another user or delete the budget entirely.