Household sharing
A household is the cloud unit that holds the ledger, members, plan, and bank connections. Roles are owner, editor, and viewer. Row-level security keeps one household from reading another.
Steps
- Open Household.
- Enter an email and choose Editor or Viewer.
- Choose Send invite. The person signs in with that email.
The owner cannot be removed. Viewers cannot connect banks or change billing. Desktop v1 is still one person on one local file; they join the household only through Cloud sync.
If this goes wrong
If an invite is rejected, that email is already a member. If you cannot see another household's accounts, that is working as designed.