Topics
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- Register as a User
- Reset your Password
- Create a Bank Account / Asset
- Share an Account with a Friend
- Reconcile an Account
- Adjust the Balance of an Account
- Attach an Invioce for a Transaction
- See more information for a Transaction
- Set up an Investment
- Add a Category / Beneficiary / Investment / Payee
- Add a Subcategory
Share a Bank Account / Asset with a Friend
In the Accounts Summary screen, select an account then choose the ‘Edit Permissions’ option from the Actions menu.
Enter the email address of the person you want to share it with. CHoose the rights you want your friend to have for this account.
You must be the owner of the account and the email address must belong to an existing user. We will not spam anyone who has not joined of their own accord.