Choose the family book
Use Family on the finance book you want to manage together. Plans apply per book; check the active book before managing members or payments.
Invite members
Open Members and use the invitation flow. Recipients should sign in with the intended account. Do not share the owner's password.
Assign permissions
Owners assign roles and access to match each member's responsibilities. Family supports custom roles, private accounts, transaction approvals, and activity history.
Review approvals
Review transactions requiring approval in Approvals. If a member cannot see an account or action, check permissions before assuming data is missing.