Inviting Your Partner
Overview
JoinFunds is designed for couples who want to manage money together. On the Plus plan Plus, you can invite one partner to join your household. They get their own login and can view shared accounts, flag transactions, and participate in monthly reviews — all in real time.
Send an invitation
Open Settings
Go to Settings in the sidebar and find the Partner section. Click Invite Partner to start the process.
Enter your partner's email
Type your partner's email address. JoinFunds sends an invitation email via the noreply@joinfunds.app address with a secure link to join your household.
Partner accepts the invitation
Your partner clicks the link in their email, signs in (or creates an account), and is automatically added to your household with the partner role. They can start using JoinFunds immediately.
Invitation links expire after 7 days for security. If it expires before your partner accepts, simply send a new one from Settings. Only one pending invitation can exist at a time.
What your partner can do
Shared household access
Once joined, your partner can:
- View all shared accounts and their transactions
- See account balances for balance-only accounts
- Import transactions into shared accounts
- Flag transactions and leave comments during monthly reviews
- View budgets and spending summaries
- Contribute to savings goals
Your partner cannot change subscription settings or remove the household owner.
Real-time updates
See changes instantly
JoinFunds uses real-time subscriptions so both partners see changes as they happen. When your partner flags a transaction or leaves a comment during a review, it appears on your screen within seconds — no need to refresh.
What's next?
- Monthly Review — review spending together with flags and comments
- Account Visibility — control which accounts your partner can see
Related Guides
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