Couple/Family Support - Shared Budgets
L
Lagoon Mandrill
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.
O
Olivia
Merged in a post:
Multiple Users
S
Spicy Meerkat
It would be nice to have the ability to add multiple users to a CoPilot account.
O
Olivia
Merged in a post:
Partner accounts
M
Monthly Alligator
Multiple logins for same account so partners can see same budget and tracking.
O
Olivia
Merged in a post:
Link household member Copilot accounts
D
Driving Bovid
Ability to toggle between individual and household spending (also split transactions and track the running tally).
Q
Quinacridone magenta Camel
Merged in a post:
Family Account Sharing
Q
Quinacridone magenta Camel
Support for family accounts.
Q
Quinacridone magenta Camel
Hi all, please note that you can share your Copilot account with a partner or family member. See this article for more details and contact us via in-app support if you have any questions.
https://intercom.help/copilotmoney/en/articles/4523792-sharing-your-account-with-a-partner
We also want to expand the features for shared accounts and will keep everyone posted on progress. Thank you!
Q
Quinacridone magenta Camel
Obsidian Limpet: thank you for following up. We do not currently support multiple email addresses for a shared Copilot account, but we understand the use case.
We do not have an ETA that we can share at this time, but we will keep everyone updated. Thanks!
Q
Quinacridone magenta Camel
Merged in a post:
Couple/Family shared view
O
Orange Canid
- Couple/family functionality (how do you authenticate to avoid regulatory issues?)
- Invite person to share the same view and visibility to accounts
- Once members of a group/family then any of them can add accounts to shared view
- Create segregations on the budgets for parents vs kids views
Andres
We don't yet support multiple logins for the same account, but you and your partner can both use the same credentials. Copilot works on multiple devices in real-time, so feel free to give this a try!