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Households

Your household's money, managed together

Share a workspace with your partner or family. Everyone sees the same accounts, bills and budgets, and each person has the access that's right for them.

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Workspace members and their roles in Entifold

How it works

Set up in minutes

  1. Create a shared workspace

    Keep your personal workspace and add a shared one for the household. Switch between them at any time.

  2. Invite the people you share money with

    Send an invitation by email and choose a role. Invitations expire on their own, and you can revoke one at any time.

  3. Everyone uses their own account

    Each person signs in with their own email, password and security settings. Nobody shares a password.

Roles

The right access for each person

Every member has one of four roles. You can change a role at any time.

  • Owner

    Everything, including billing and deleting the workspace.

  • Admin

    Invites and manages members, and reviews workspace activity.

  • Editor

    Connects accounts and keeps budgets, bills, subscriptions and goals up to date.

  • Viewer

    Sees everything, changes nothing.

What each role can do
What they can doOwnerAdminEditorViewer
See accounts, transactions, budgets, bills and reports
Connect financial institutions
Add and update budgets, bills, subscriptions, goals and assets
Categorize transactions and set category rules
Export transactions
Disconnect a financial institution
Invite people and change their roles
Rename the workspace and review its activity
Manage the plan and billing
Hand over ownership or delete the workspace

Built for sharing, from the start

  • Personal and shared, side by side

    Each workspace has its own accounts, budgets, members and plan, so what's shared stays shared and what's yours stays yours.

  • Activity you can review

    Owners and admins can see who did what in the workspace, from connecting an account to changing someone's role.

  • Hand over ownership

    The owner can offer ownership to any member. It only changes hands once they accept.

  • Change roles as life changes

    Change a member's role or remove them at any time. Only the owner can make someone an admin.

Bring your household together

Start free in a few minutes. No card needed.

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