Direct answer

Create a family workspace, invite each person to their own account, and assign the least powerful role that still allows them to perform their responsibilities.

At a glance

• Never share one account among several people.
• Use roles instead of sharing passwords.
• Review membership after household changes.

Step-by-step method

1. Create the family workspace. The owner sets the family name, currency, and basic details.
2. Invite the correct email. Send a time-limited invitation to the address controlled by the intended member.
3. Choose a role. Owners control the workspace, administrators manage broader settings and members, members manage allowed finance activity, and viewers are read-only.
4. Confirm acceptance. The invited person signs in and accepts the matching invitation.
5. Review access periodically. Remove or reduce access when responsibilities change.

Practical example

A spouse who manages household records may need administrator access, while a relative who only needs visibility may be assigned viewer access.

Put this into practice

Apply the guide first with one real record or a small test category, then confirm that totals, dates, permissions, and reports look correct before entering a larger history. Keep exports securely, use descriptive names, and give family access only to people who genuinely need the shared information.