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How account sharing works

In finerd, you can share any account with your partner. Shared bank accounts, credit cards, savings, cash accounts, investments, loans, and debts between people can all be part of family accounting. Sharing an account means your partner can see the current balance, balance history from the sharing date, and transactions from the shared period.

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Share the account

  1. Open the account you want to share.
  2. Mark the account as Joint.
  3. Choose the start sharing date.
  4. Save the change.

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Start sharing date

The start sharing date tells finerd when the account becomes visible for family accounting. Your partner sees the current balance and balance history from that date forward. Transactions before the sharing date remain personal history and are not shared.

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How partner visibility works

  • The account in their account list with a family badge.
  • The current account balance and balance history from the start sharing date.
  • New account transactions, marked as family by default.
  • The account balance included in their net worth.

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Limitations

finerd shares the account balance together with transaction context. Balance-only sharing is not supported, because it can create confusing changes in family net worth without showing why the balance changed. If both partners connected the same real account in their own spaces, choose one account to share as joint.

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Further reading