Share accounts in a space

Each of your accounts can stay only in your personal space or be put in another space. You choose what other members see, and you can stop sharing whenever you like: the account goes back to your personal space. An example: a couple has a joint account and each has their own accounts. The joint account goes into the space “Home” as a Space account and the personal accounts stay out.

The two levels

Share an account

The bank connection stays yours alone: only you can renew or remove it. To change what it shows, use Change; to take it back, Take out of the space.

Share everything

To put all your accounts in at once, use Put all in in the space and confirm. Members then see the movements and balance of all of them, and how much of each counts in your personal space is set in My share. You can stop sharing each one whenever you like.

The joint account two people connected

If both people connected the same joint account to guito and both share it with the space, the label Already in the space appears and the account counts once. Each person keeps their own bank connection.

Recurring bills

A recurring bill lives where its account lives: when an account lives in a space with its movements, its recurring bills show to every member in Recurring and in the Agenda inside the space, and in Everything too. Another member’s bill is labelled as theirs. The Owner, Managers and Members can add a bill on an account of the space and change, on another member’s bill, its name, category, amount and dates. Only the person whose account it is can change the account, pause the bill, change reminders, link movements or remove it.

See who sees the account

On an account’s page, the Sharing row in Details says Private or the space, the people and the level: who sees movements and balance and who sees only the balance.

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