Couple/Family Support - Shared Budgets
Paul
Selectively share budgets and transactions between two copilot accounts.
Couples commonly have shared credit cards, bank accounts, and budgets while individually maintaining personal accounts. It lets everyone get a more comprehensive view and can share category review / exclusions across accounts.
M
Marie
Yes, I’d love to able to specify that the spending on a specific card is going to be split with my husband!! Also, why can’t an expense be split AND be reoccurring? Every month I have to manually specify that our mortgage is a split expense 🤦🏼♀️
C
Champe
Another possible short term fix: Just allow automatic splitting for expenses on certain cards. Seems rule functionality is limited at present to description text matching, but for those of us using a joint card where expenses are split according to a fixed proportion, an auto-split could resolve much of the complication while a more robust account-sharing feature is developed.
A
Alex
Good short term fix would be getting the ability to filter each Account by a “user or view.”
Eventually could have multiple logins on the same subscription.
J
Jeannette
Please!!!! I have been looking for something for my boyfriend and I to use.
R
Randy
Having a seperate login makes sense to me for security but also for personalized views and goals. ie I care about spending less on X and wife will focus on Y
M
Mayra
👍🏼
J
Jacob
New user on a trial of Copilot. This is a must. Having used a competitor’s implementation of this I’m surprised this was not explored by the Copilot devs.
A
Amy
Please do more than assign categories, it isn't enough and it's hard to create reports when budgeting with a spouse. I still have to export the categories to excel instead of being able to generate a report with transactions to send to my spouse. Please please roll this out.
J
John Higginbotham
This has likel;y been brought up, but what about an "authorized user" on the primary CoPilot account.
If two email addresses could access the same data, this could likely be a simplier PREQ
M
Matt
Can you PLEASE prioritize this? It’s been four years. It’s one of the top voted requests.
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