Share Budgets and Goals With Family and Friends

Members screen in the WealthNX app on iPhone

A shared budget app for couples and a family finance app in one. Each member sees the accounts, budgets and goals the household shares.

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One Partner Tracks the Money and the Other Has to Ask

WealthNX is a budget app for couples and families. You add household members, and they share views of accounts, budgets and goals. Members can view shared financial information in one place, based on their access permissions.

Members in the WealthNX app

What Each Member Sees in WealthNX

  • A clearer household view

    Shared accounts appear in one household view.

  • Keep personal boundaries

    What each member can see depends on the sharing settings.

  • Budgets in the shared view

    Household budgets can be shared with members.

  • Partners, family and friends

    Family members and friends can be added to the Core plan.

  • See where everyone stands

    Household balances and activity show in the shared view.

  • One home, many moving parts

    Everyday money details appear in context, within each member's access.

Why You Need a Budget App You Can Share With Your Spouse

Many money apps are built for one person. A shared money app is built for two or more.

Without a shared app

  • Following joint money often means trading screenshots and updates
  • One partner tracks the money and reports back
  • A savings goal for two is followed by one person

With WealthNX

  • Household members are added to a shared view of accounts
  • Members see the shared accounts, budgets and goals themselves
  • Shared goals show progress to the household; more on the savings goal tracker

How Different Households Share Money in WealthNX

A family budget app fits more than one kind of household.

  • Couples

    Both partners can view shared household accounts, budgets and goals, based on their sharing permissions.

  • Families

    Family members follow shared goals in one place.

  • Friends who share a home

    Shared costs are easier to follow when everyone sees the same view.

Ask Wealth Genie About Sharing Money

Wealth Genie answers general questions about sharing money with a partner or family, with no data needed.

  • How do couples usually split shared bills?
  • What is yours, mine and ours budget?
  • How do families usually plan a shared savings goal?
  • How do partners usually agree on a joint budget?

Questions About Sharing Money

What does the Members feature in WealthNX allow me to do with my family finances?

The Members feature in WealthNX helps families and couples get a clearer picture of their household finances in one place. As a family finance management app, WealthNX allows members to share visibility into financial information from their connected accounts, making it easier to understand household income, spending and overall financial health. Whether you're managing shared expenses, planning household costs or working towards common financial goals, having access to this information can make joint financial planning easier. It helps everyone involved stay informed without having to manage everything separately.

Is WealthNX a good budget app for couples who want to track finances together?

WealthNX can be useful as a budget app for couples who want to better understand and plan their household finances. Through the Members feature, couples can review financial information made available through supported sharing settings, helping them discuss expenses and plan their budgets together. As a couples money management app, WealthNX provides a convenient way to understand shared financial activity while keeping access to individual information subject to the permissions available in the app.

Can WealthNX work as a family budget app for households with more than two people?

The Members feature in WealthNX supports households with more than two people, making it useful as a family budget app. Family members can join the household setup, connect their own financial accounts and access the Members feature. This can be helpful for families with multiple earners or people contributing towards household expenses, giving them a convenient way to review financial information and discuss their budgeting needs.

Does the joint finances app feature in WealthNX let members have separate views too?

The Members feature in WealthNX allows multiple household members to connect their own financial accounts and access the feature. As a joint finances app, WealthNX helps families bring their financial information into one place, making it easier to review finances and discuss shared responsibilities. Each member can participate in the household setup without needing to use the same bank account, making it convenient for families who manage their finances across different accounts.

How does WealthNX handle shared expenses between members?

The Members feature in WealthNX helps families manage their financial information across multiple connected accounts. Household members can connect their own accounts and use the available financial information to review expenses such as groceries, utilities, rent and other household costs. This can make it easier to discuss shared expenses, understand financial responsibilities and plan household budgets together. WealthNX provides financial visibility rather than handling payments or splitting bills between members.

Can WealthNX help couples align on household budget goals?

WealthNX can help couples better understand their household finances and plan their budgets together. Through the Members feature, partners can connect their financial accounts and access financial information available to them within the app. This can support household budget tracking by helping couples review expenses, discuss spending priorities and make more informed decisions about their household costs. While couples can use this information to plan together, shared goal tracking is not currently available through Members.

Is the data secure when multiple members access the same WealthNX household view?

The Members feature in WealthNX follows the same security and privacy safeguards as the rest of the app. WealthNX is ISO 27001 certified, and connections to financial institutions are read-only, meaning the app cannot move money or initiate transactions from connected accounts. Banking credentials are not stored on WealthNX servers, and members connect their own financial accounts through supported connection methods. Members can access household financial information through the app without being given the ability to transact through another person's bank account.

Can the Members feature in WealthNX help a household budget stay on track month to month?

Yes. The Members feature in WealthNX can help families stay more involved in managing their household finances. Members can connect their own financial accounts and review financial information available to them within the app. This can support household budget tracking by making it easier to discuss monthly expenses, review spending habits and identify areas that may need attention. Families can use this information alongside WealthNX's budgeting tools to review their spending and make adjustments to their budgets when needed.

How many members can be added to a household view in WealthNX?

WealthNX allows more than two people to join a shared household view through the Members feature. Each member can connect their own supported financial accounts and access the feature, making it suitable for couples, families and households with multiple members. The exact number of members that can be added depends on the limits supported by the app.

Accounts, Budgets and Goals, All in One App

When household members can access shared accounts, budgets and goals, it's easier to discuss money together.

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