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Set up a household budget and invite your partner

Connect your bank and Columnwell sorts your spending into a budget on its own. Invite your spouse or partner from Settings so they get their own sign-in to the household books.

Steps

1. Connect your bank on Banking. The budget fills in from your spending after the first sync.
2. Adjust the amounts on your household budget, on Home. A category can carry its unspent money into next month.
3. To invite your partner, open Settings, Workspace access, enter their email, choose Household member (spouse/partner), and choose Invite.

Good to know

• A household partner sees the household budget and its bank lines only, never the company books.
• Net worth, debt payoff and your cash runway are under Planning.