Family Sharing

Share accounts and collaborate on finances with family members

Family Sharing

Family sharing allows you to share specific accounts with other members of your family, enabling collaborative financial management while maintaining privacy and control over your data.

How Family Sharing Works

Each Sure family can have multiple members with different permission levels. You can selectively share accounts with specific family members, giving them either view-only or edit access.

Permission Levels

Permission	Description	Can View	Can Edit
Owner	Full control over the account	✅	✅
Editor	Can view and modify transactions	✅	✅
Viewer	Read-only access	✅	❌

Sharing an Account

To share an account with family members:

1. Navigate to the account you want to share
2. Click the Share button or access sharing settings
3. Select the family members you want to share with
4. Choose their permission level (Viewer or Editor)
5. Click Save

The account will now appear in the selected family members’ account lists with the appropriate access level.

What Gets Shared

When you share an account, the following information is accessible to family members:

• Account balance and balance history
• Transactions and transaction details
• Holdings (for investment accounts)
• Trades (for investment accounts)
• Account settings and preferences

Privacy and Scoping

Family sharing respects privacy boundaries:

• Scoped views: Each family member only sees accounts shared with them
• Reports: Financial reports are scoped to only include accounts the user has access to
• Budgets: Budget calculations only include shared accounts
• Totals: Net worth and other totals reflect only accessible accounts
• Providers: Third-party provider connections are scoped per family
• Merchants: Merchant data is shared across the family for consistency

Managing Shared Accounts

Viewing Shared Accounts

Shared accounts appear in your account list with an indicator showing they’re shared. You can filter your account list to show:

• Only your accounts
• Only shared accounts
• All accounts

Editing Shared Accounts

If you have Editor permission on a shared account, you can:

• Add, edit, and delete transactions
• Update account settings
• Record trades (for investment accounts)
• Categorize and tag transactions

If you have Viewer permission, you can only view the account data without making changes.

Removing Access

Account owners can remove sharing access at any time:

1. Open the shared account
2. Go to sharing settings
3. Remove the family member or change their permission level
4. Click Save

The account will immediately disappear from that family member’s view.

Family Roles

Admin Role

Family admins have additional privileges:

• Manage family members
• Configure family-wide settings
• Manage third-party provider connections
• Access all family accounts (if shared)

Only admins can manage provider integrations to ensure security and consistency across the family.

Use Cases

Couples Managing Joint Finances

Share checking, savings, and credit card accounts with your partner. Both can track spending, categorize transactions, and monitor budgets together.

Parents Teaching Financial Literacy

Share specific accounts with children in view-only mode, allowing them to learn about budgeting and money management without making changes.

Household Budget Collaboration

Share household expense accounts with all family members who contribute to bills, enabling transparent tracking of shared expenses.

Investment Portfolio Oversight

Share investment accounts with a financial advisor or trusted family member for oversight while maintaining control over trading decisions.

Security Considerations

• Encryption: All shared data is encrypted at rest and in transit
• Access control: Permissions are enforced at the database level
• Audit trail: All changes to shared accounts are logged
• Revocable access: Sharing can be revoked instantly by the account owner

Limitations

• Sharing is limited to members within the same family
• Provider credentials are managed at the family level by admins
• Some account types may have restrictions on sharing
• Recurring transactions are scoped to the family, not individual users

Best Practices

1. Start with view-only: Give new family members viewer access first, then upgrade to editor as needed
2. Regular reviews: Periodically review who has access to your accounts
3. Clear communication: Discuss financial goals and boundaries with family members
4. Use categories consistently: Establish category conventions for shared accounts
5. Respect privacy: Only share accounts that genuinely need collaboration