Couple/Family Support - Shared Budgets
L
Lagoon Mandrill
Selectively share budgets and transactions between two copilot accounts.
Couples commonly have shared credit cards, bank accounts, and budgets while individually maintaining personal accounts. It lets everyone get a more comprehensive view and can share category review / exclusions across accounts.
O
Olivia
Merged in a post:
Link household member Copilot accounts
D
Driving Bovid
Ability to toggle between individual and household spending (also split transactions and track the running tally).
Q
Quinacridone magenta Camel
Merged in a post:
Family Account Sharing
Q
Quinacridone magenta Camel
Support for family accounts.
Q
Quinacridone magenta Camel
Hi all, please note that you can share your Copilot account with a partner or family member. See this article for more details and contact us via in-app support if you have any questions.
https://intercom.help/copilotmoney/en/articles/4523792-sharing-your-account-with-a-partner
We also want to expand the features for shared accounts and will keep everyone posted on progress. Thank you!
Q
Quinacridone magenta Camel
Obsidian Limpet: thank you for following up. We do not currently support multiple email addresses for a shared Copilot account, but we understand the use case.
We do not have an ETA that we can share at this time, but we will keep everyone updated. Thanks!
Q
Quinacridone magenta Camel
Merged in a post:
Couple/Family shared view
O
Orange Canid
- Couple/family functionality (how do you authenticate to avoid regulatory issues?)
- Invite person to share the same view and visibility to accounts
- Once members of a group/family then any of them can add accounts to shared view
- Create segregations on the budgets for parents vs kids views