Family Finance
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Guide

How to use Family Finance

Nine steps, from creating an account to following your family's money on the web.

Steps

  1. 01Create an account
  2. 02Create or join a family
  3. 03Set up categories and bills
  4. 04Record income and spending
  5. 05Budgets and savings goals
  6. 06Debts and receivables
  7. 07Follow along on the web
  8. 08Keep your account safe
  9. 09Download APK
  1. 01

    Create an account

    Use email or Google. One account works on your phone and on the web.

    • Install the APK, then choose Register on the sign-in screen
    • Passwords need at least 8 characters with letters and numbers
    • Open the verification email we send to activate the account
  2. 02

    Create or join a family

    A family shares the same records, budgets, and reports.

    • Open Family, then choose Create a new family
    • Share the 8-character invite code with your partner or relatives
    • Members enter that code in Family to join
    • Without a family, your records stay private to you
  3. 03

    Set up categories and bills

    Tailor categories and record recurring bills so nothing slips.

    • Open Profile, then Categories to add or edit categories
    • Categories are shared by every family member
    • Add recurring bills such as electricity, internet, or insurance
    • The app reminds you before a bill is due
  4. 04

    Record income and spending

    Record each transaction on your phone; others see it right away.

    • Tap the + button, then choose Income or Spending
    • Pick a category, then enter the amount, date, and a note
    • Recurring transactions can be created automatically
    • Only the author or the family owner can delete a transaction
  5. 05

    Budgets and savings goals

    Cap spending per category and work toward shared goals.

    • Open Budget to set a monthly limit per category
    • The app warns you when a budget is nearly spent
    • Create savings goals, including gold tracked in grams
    • Unspent budget can roll over to the next month
  6. 06

    Debts and receivables

    Track who owes whom, and the repayments.

    • Open Debts, then choose Debt or Receivable
    • Enter the name, amount, and due date
    • Record each payment; the remaining balance updates itself
    • Mark it paid when it is settled
  7. 07

    Follow along on the web

    Open the web dashboard for summaries and reports on a big screen.

    • Sign in here with the same account you use on your phone
    • Records from the phone appear on the web within seconds
    • See 6 or 12 months of cash flow and spending by category
    • The web is for reviewing; recording stays in the app
  8. 08

    Keep your account safe

    Protect your account and your family's data.

    • Turn on fingerprint unlock in Settings
    • Never share your invite code outside the family
    • Sign out on phones or computers that are not yours
    • Forgot your password? Use Forgot password on the sign-in page

Ready to start?

Install the Android app to record, then follow along together on the web.

Download APK· 82.5 MBCreate account