Group Sharing is a premium feature and simplifies sharing specific Wallet accounts with multiple people. To create and manage your own group, you'll need a Premium plan but your group members do not need to have premium to be in your group.
The Group Sharing feature allows the group owner to share their bank accounts with the group.
Group members can use the shared accounts but cannot add new bank accounts or access premium features outside of this group.
There are two roles in a group, and the app behaves differently for each:
- The group owner shares their existing accounts with the group. The owner's own Wallet is the shared space — Group Sharing does not create a second, separate wallet for the owner and does not add private wallets.
- Group members keep their own personal Wallet and additionally see the group they were invited to, so they switch between the two.
Create a Group
If you have any problems with inviting a group member please scroll down to Problems with inviting a member
Android
- Select "≡" in the top left
- Select "Group Sharing"
- Enter the name of your group
- Invite a group member by entering the email address registered in Wallet
- To send an invitation, tap "Add Member"
iOS
- Select "More" in the bottom right
- Select "Group Sharing"
- Name your group
- Invite a group member by entering the email address registered in Wallet
- To send an invitation, tap "Add Member"
Web App
Group sharing is not available on the Web App.
Group Sharing Permissions
When new members join, default access is granted to all accounts. To allow your members to see your Planned Payments, Budgets, and Widgets you will have to provide them with Admin access to your Cash account.
- Admin Access - Members will have the same rights to this account as you. They can also delete accounts.
- Track and read - Members will be able to create and edit records. They cannot edit or delete the account.
- Read only - Account will be in read only mode. They will not be able to add their own records.
- No access - This account will be invisible to the member.
Switch between Group and Personal Wallet (group members)
If you are the group owner: you will not see a wallet selector, and that is expected — you only have one Wallet, and it is the one you are sharing. A selector appears for you only if you are also a member of someone else's group.
To manage what your members can see, go to Menu (≡) → Group Sharing → tap the member's name. There you set a permission for each of your accounts (Admin access / Track and read / Read only / No access).
Every group member can see the groups they're part of in their personal Wallet account, including their individual Wallet and associated groups. To add entries to the shared space, members must switch from their personal Wallet to the group's shared Wallet. Please be aware that any actions in the personal Wallet does not sync with the shared group account.
Android
- Select "≡" in the top left
- Tap your profile at the top
- Select the Wallet you would like see
iOS
- Select "More" in the bottom right
- Select "Group Sharing"
- Select the Wallet you would like see
Web App
Group sharing is not available on the Web App
FAQ
How many groups can i create?
You can only create one group, but be part of more.
As the group owner, can I keep some of my accounts private?
Yes. Group Sharing does not give you a second private wallet, but you control access per account. Create the account you want to keep to yourself, then open Menu (≡) → Group Sharing → tap the member → set that account to No access. It stays visible only to you, while your other accounts remain shared.
Problems with inviting a member
When sending an invitation, verify that the email address used for the invitation matches the one registered in Wallet to ensure they receive the invitation successfully. If they did not receive the invite please avoid using the auto-fill feature on your phone. Instead, enter the full email address manually.