Contents
What you can share
You can share three things. Members can use different devices: one on iPhone, another on Android, a third in the browser.
- 👨👩👧iPhone, Android, web
Group
A shared budget: the owner shares accounts, categories and tags with the group, and members add expenses and income to them.
- 🛒iPhone, Android, web
Task list
Groceries, packing for a trip, chores.
- 📝iPhone, iPad, Mac
Note
A recipe, a trip plan. You can share a note from the iPhone, iPad and Mac app. On Android you can open and edit a shared note, and the web app has no notes.
You can't share the Inbox or a note attached to a task.
How to invite
It works the same everywhere: an invite link that you send through any messenger.
- Share access
For a group, it's the group screen in your wallet. For a list, the two-people icon in the list header. For a note, the same icon in the note header.
- Create a link
The link can be used many times and works for 7 days. A new link cancels the old one, and “Revoke” turns it off right away.
- The person joins
They open the link, see the name, the owner's name and emoji and the number of members, and tap “Join”. They need a MyLife account, but not a subscription.
Groups and a shared budget
A group lets you manage money with your family or partner without merging everything into one wallet. Everyone keeps their own accounts, and only the ones the owner shares become common.
- Create: Finance → Wallet → the two-people icon → “Create group”. Add a name and emoji. In the web app: “Settings” → “Groups”.
- Share an account with the group with “All transactions” visibility (members see the balance and all spending) or “Own only” (each member sees only their own transactions, no balance).
- Share categories and tags: members can use them on their transactions. Only the owner can create and edit shared categories.
- Who added a transaction is shown by the emoji on its card. A transaction on the owner's account belongs to the owner, but the author gets the XP for it.
- Different currencies: the amount is converted to the owner's currency at the rate on the day of the transaction.
- One person can be in only one group per owner.
Roles in a group
There are three roles. The owner makes someone an admin from the “•••” menu next to the member.
| What they can do | Owner | Admin | Member |
|---|---|---|---|
| Add transactions to shared accounts | yes | yes | yes |
| Invite and revoke the link | yes | yes | no |
| Change the name and emoji | yes | yes | no |
| Remove members | anyone | members only | no |
| Share accounts, categories, tags | yes | no | no |
| Appoint admins, delete the group | yes | no | no |
Group ownership can't be transferred.
What a member sees
Only what the owner shared. Personal accounts, subscriptions, debts and the Budget Plan stay private.
- Shared accounts: with the balance for “All transactions”, without it for “Own only”.
- Transactions on them: all of them or only their own.
- Transfers, if at least one of the two accounts is shared. A non-shared account shows as “owner's personal account”.
- The owner's categories and tags on visible transactions, including non-shared ones (for display only).
- A life area can't be set on a transaction in a shared account.
Shared lists and notes
Members edit the content just like the owner, while the name, access and deleting stay with the owner.
- A shared list appears for a member in the “Shared” group. Folder, order, view and archive are personal for everyone.
- Tasks: a member adds, checks off and edits them. The author's emoji is on the card. A task reminder goes off for everyone, and the XP for checking it off goes to whoever did it.
- The owner's labels and life areas aren't visible to members. You can't move tasks between a shared list and a personal one.
- Shared note: members edit the text and add attachments. Edits in different blocks are saved for everyone, in the same block the last one wins.
- A shared note can't be attached to a task.
Notifications
Notifications are on from the start. You can turn them off with the “Notifications” toggle on the sharing screen, and each member has their own.
- 👨👩👧
Group
“New member” goes to the owner and admins.
- 🛒
List
New tasks: “Anna: Milk, Bread… and 2 more”. One push per author every 2 minutes. Plus new members.
- 📝
Note
“Anna is editing the note”, also no more than once every 2 minutes. Plus new members.
There are no notifications about checking off, deleting, leaving or removing. The web app has no push notifications.
PRO and view-only
Only the person who shares needs a subscription. Members and admins don't: the owner's PRO covers them.
- 👨👩👧Free
Create a group and share accounts
No subscription needed.
- 🔗PRO
Group invite link
The owner or an admin creates it, but it needs the owner's PRO.
- 🛒PRO
Share a list or note
You can revoke the link without a subscription too.
- 🙋Free
Join and use it
Only an account is needed.
Leaving and deleting
What happens to the data when someone leaves.
- A member left or was removed: their transactions on the owner's accounts stay with the owner, marked with the author. The owner's categories and tags on the member's personal transactions become the member's own copies.
- The owner stopped sharing an account: its transactions stay with the owner, and members no longer see the account.
- The group is deleted: for everyone it's the same as leaving. The owner's accounts and transactions stay.
- List or note: “Leave” removes it for you. “Stop sharing” leaves the owner a personal copy. If the owner deletes it, it's gone for everyone.
FAQ
Do all members need a subscription?
Which devices support sharing?
Will my family see my personal spending?
Why isn't someone else's account included in my balance?
The link doesn't work. What should I do?
How many people can I invite?
What happens to my transactions if I leave a group?
Can I hand a group over to someone else?
Invite one person
Start with a weekend shopping list: send the link and watch the tasks get done on their own.
Write to us: we'll answer and add it to the article.