Couple/Family Support - Shared Budgets
Paul
Selectively share budgets and transactions between two copilot accounts.
Couples commonly have shared credit cards, bank accounts, and budgets while individually maintaining personal accounts. It lets everyone get a more comprehensive view and can share category review / exclusions across accounts.
O
Olivia
Merged in a post:
Link household member Copilot accounts
A
Ana
Ability to toggle between individual and household spending (also split transactions and track the running tally).
S
Sarah
Merged in a post:
Family Account Sharing
S
Sarah
Support for family accounts.
S
Sarah
Hi all, please note that you can share your Copilot account with a partner or family member. See this article for more details and contact us via in-app support if you have any questions.
https://intercom.help/copilotmoney/en/articles/4523792-sharing-your-account-with-a-partner
We also want to expand the features for shared accounts and will keep everyone posted on progress. Thank you!
S
Sarah
Jeffry: thank you for following up. We do not currently support multiple email addresses for a shared Copilot account, but we understand the use case.
We do not have an ETA that we can share at this time, but we will keep everyone updated. Thanks!
S
Sarah
Merged in a post:
Couple/Family shared view
M
Miltos
- Couple/family functionality (how do you authenticate to avoid regulatory issues?)
- Invite person to share the same view and visibility to accounts
- Once members of a group/family then any of them can add accounts to shared view
- Create segregations on the budgets for parents vs kids views