How to Share Slices with Family Members

Collaborate on shared expenses by sharing specific budget slices with your family members. Perfect for rent, groceries, utilities, and other household expenses.

Requirements:

• Family tier subscription ($20/month)
• At least one active family member invited
• Slice you want to share

Quick Start

1. Open any slice you own
2. Click “Share” button in the slice header
3. Select a family member
4. Choose their permissions
5. Click “Share Slice”

That’s it! The slice now appears in their account.

Step-by-Step Guide

Step 1: Open the Slice You Want to Share

1. Navigate to Slices page
2. Click on the slice you want to share (e.g., “Rent”, “Groceries”)
3. The slice details open on the right

Tip: You can only share slices you own. Slices shared with you cannot be re-shared.

Step 2: Click the Share Button

Look for the Share button in the slice header (next to Move Funds and Edit buttons).

If you don’t see the Share button:

• Verify you have a Family tier subscription
• Make sure you’ve invited at least one family member
• Confirm the family member has accepted the invitation (status: Active)

Step 3: Select a Family Member

The Share Slice modal opens showing your active family members.

What you’ll see:

• List of all active family members
• Their name and email
• Radio button selection (share with one member at a time)

Note: Family members who already have access won’t appear in the list.

Step 4: Configure Permissions

Choose what the family member can do with this shared slice:

Available Permissions

View slice details ✅ (always enabled)

• See slice balance and target
• View all transactions assigned to slice
• See contribution breakdown

Assign transactions

• Categorize their own transactions to this slice
• Useful for: Groceries, utilities, shared expenses

Move funds

• Transfer money in and out of the slice
• Use their Safe-to-Spend to fund the slice
• Useful for: Equal funding responsibility

Create automation rules

• Set up rules that assign their transactions to this slice
• Useful for: Automatic rent/bill categorization

Set up funding schedules

• Configure automatic slice funding from their paychecks
• Useful for: Regular monthly contributions

Set up auto-contributions

• Schedule periodic contributions to the slice
• Useful for: Saving goals, vacation funds

Permission Recommendations

Rent/Mortgage (View + Assign):

✅ View slice details
✅ Assign transactions
❌ Move funds (owner manages)
❌ Create rules
❌ Funding schedules
❌ Auto-contributions

Perfect for: Roommates or couples splitting fixed housing costs.

Shared Groceries (View + Assign + Move):

✅ View slice details
✅ Assign transactions
✅ Move funds
❌ Create rules (avoid conflicts)
❌ Funding schedules
❌ Auto-contributions

Perfect for: Variable expenses where both shop regularly.

Family Vacation Fund (Full Access):

✅ View slice details
✅ Assign transactions
✅ Move funds
✅ Create rules
✅ Funding schedules
✅ Auto-contributions

Perfect for: Equal partners saving toward a shared goal.

Step 5: Share the Slice

1. Click “Share Slice” button
2. Success message appears
3. Modal closes
4. Slice is now shared!

What happens next:

• Family member sees slice in their “Shared Slices” section
• They can view the slice immediately
• They can perform actions based on permissions granted
• Both of you see the same balance and transactions

Understanding Shared Slice Visibility

For the Owner (You)

In your Slices list:

• Slice appears in “Fully Funded” or “In Progress” section (as normal)
• Small badge shows number of people you’ve shared with: 👥 1
• Badge appears next to slice name

In slice details:

• Shows “Shared With: [Family Member Name]”
• Contribution Breakdown section showing who funded the slice
• Visual progress bars with percentages per person
• Fairness indicator (e.g., “15% difference”)
• All normal slice information
• Share button available to add more members
• Full control and ownership maintained

For the Family Member

In their Slices list:

• Slice appears in “Shared Slices” section at the top
• Blue section header: “Shared Slices (1)”
• Outline badge shows ”👥 Shared” next to slice name
• Separated from their personal slices

In slice details:

• Shows “Shared By: [Your Name]”
• Contribution Breakdown showing everyone’s funding
• See your own contributions vs others
• Can see all transactions assigned to slice
• Can see balance and funding status
• Actions limited to granted permissions

Email Notification:

• Receive email when slice is shared with you
• Email includes slice details and your permissions
• Direct link to view the shared slice

Contribution Tracking

How It Works

Contributions track who funded the shared slice:

• Moving funds from Safe-to-Spend → Slice
• Funding schedules (paycheck deposits)
• Auto-contributions (scheduled transfers)

Not counted as contributions:

• Assigning transactions (that’s spending FROM the slice)
• The contribution shows who PUT MONEY IN, not who spent it

Viewing Contributions

In shared slice details:

Contribution Breakdown
━━━━━━━━━━━━━━━━━━━━━
Total Contributions: $1,200

You        $700  58.3%  ████████████░
Partner    $500  41.7%  ████████░░░░░

2 contributors    16.6% difference

What you see:

• Total amount contributed by all users
• Your contribution amount and percentage
• Visual progress bar per person
• Fairness indicator (percentage difference)

Example:

• You move $400 into “Groceries” slice
• Partner moves $400 into “Groceries” slice
• Contribution breakdown shows: 50% / 50%
• Either person can assign grocery transactions
• Fair split confirmed! ✅

Managing Shared Slices

Viewing Who Has Access

1. Open the shared slice
2. Look at the slice details table
3. “Shared With” row shows all family members with access

Sharing with Additional Members

You can share a slice with multiple family members (one at a time):

1. Open the shared slice
2. Click “Share” button again
3. Select another family member (previously shared members won’t appear)
4. Configure their permissions
5. Share

Result: Both family members now see the slice, each with their own permissions.

Preventing Duplicate Sharing

The system automatically prevents re-sharing:

• Family members who already have access don’t appear in the share modal
• If all members have access, you’ll see: “All family members already have access to this slice”
• Prevents accidental duplicate shares

Unsharing a Slice (Coming Soon)

Currently, to remove a family member’s access:

1. Remove them from your family in Settings → Family Members
2. They lose access to all shared slices immediately

Future enhancement: Per-slice unshare and permission editing.

Real-World Examples

Example 1: Splitting Rent 50/50

Setup:

1. Create “Rent” slice with $1,600 target
2. Share with roommate
3. Permissions: View + Move funds

How it works:

• You move $800 from Safe-to-Spend → Rent slice
• Roommate moves $800 from Safe-to-Spend → Rent slice
• Contribution breakdown shows: You 50%, Roommate 50%
• Both see: “Rent: $1,600 / $1,600 ✓ Fully Funded”
• Either person can assign the actual rent payment transaction

Example 2: Family Groceries

Setup:

1. Create “Groceries” slice with $800 target
2. Share with spouse
3. Permissions: View + Move funds

How it works:

• You move $400 from Safe-to-Spend → Groceries slice
• Spouse moves $400 from Safe-to-Spend → Groceries slice
• Contribution breakdown shows: You 50%, Spouse 50%
• Either person assigns grocery transactions as they shop
• Clear visibility into who funded the grocery budget

Example 3: Vacation Savings

Setup:

1. Create “Hawaii Trip” slice with $5,000 target
2. Share with spouse
3. Permissions: Full access

How it works:

• Both set up funding schedules from paychecks
• Both can move extra money from Safe-to-Spend
• Both see progress toward $5,000 goal
• Celebrate milestones together!

Common Questions

Q: Can I share a slice with multiple family members? A: Yes! Share with each member one at a time. Each can have different permissions.

Q: Can family members share slices with me? A: Yes! Any family member can share their slices. Sharing is bidirectional.

Q: What if I share with the wrong person? A: Currently, remove them from your family to revoke all shared slice access. Per-slice unsharing coming soon.

Q: Can family members see my other slices? A: No. Only slices you explicitly share are visible. Everything else is private.

Q: Can I change permissions after sharing? A: Permission editing UI coming soon. For now, you’d need to remove and re-share.

Q: What happens if they assign a transaction but the slice is full? A: They can use their own Safe-to-Spend to fund the assignment (if they have “Move funds” permission).

Q: Can shared slices have different permissions per person? A: Yes! Person A might have view-only while Person B has full access to the same slice.

Q: Do shared slices count toward my slice limit? A: Shared slices count for the owner only, not for members with access.

Visual Indicators

Slice List View

Your slices (when shared with others):

🏠 Rent              👥 2    [Goal]
├─ Shows you've shared with 2 people
└─ Appears in your "Fully Funded" or "In Progress" section

Slices shared with you:

┌─ Shared Slices (2) ────────────────┐  ← Blue section
│ 💰 Household Bills  👥 Shared      │
│ 🛒 Groceries       👥 Shared      │
└────────────────────────────────────┘

Slice Details View

Owner’s view:

Type: Goal
Status: Active
Shared With: john@example.com, sarah@example.com  ← Who has access
Stashed: $1,200
Target: $1,500

Family member’s view:

Type: Goal
Status: Active
Shared By: Jane Smith  ← Who shared it with you
Stashed: $1,200
Target: $1,500

Best Practices

Start Simple

First shared slice:

• Choose a straightforward expense (rent, utilities)
• Use minimal permissions (view + assign)
• Get comfortable with the feature
• Expand permissions as needed

Communicate Permissions

Discuss with family:

• Who should be able to move funds?
• Who should set up automation?
• What’s the expected contribution split?
• How will you handle shortfalls?

Use Descriptive Slice Names

Good names:

• “Rent - Alex & Sam” (shows who’s sharing)
• “Family Groceries” (indicates shared nature)
• “Joint Vacation Fund” (clear purpose)

Avoid:

• “Shared Slice 1” (unclear purpose)
• “Bills” (too vague)

Set Clear Expectations

Before sharing, agree on:

• Who contributes what amount
• How often to review balances
• What happens if someone can’t contribute
• How to handle overspending

Troubleshooting

I don’t see the Share button

• Verify you’re on Family tier (Settings → Subscription)
• Check you’ve invited family members (Settings → Family Members)
• Make sure at least one invitation has been accepted (status: Active)

Family member doesn’t see the shared slice

• Have them refresh the page
• Verify the share was successful (check “Shared With” in slice details)
• Confirm they’re logged in to the correct account

Can’t share with a specific family member

• They might already have access (check “Shared With” list)
• Verify they’re status is “Active” not “Pending”
• Ensure they’re actually a family member of your subscription

Share button clicked but nothing happened

• Check for error toasts (red notifications)
• Verify family member email is correct
• Try again with a different family member

Related Guides

• Family Budgeting Overview - Complete family budgeting guide
• How to Create Your First Slice - Before you can share
• Assign Transactions to Slices - After sharing
• Move Funds Between Slices - Managing shared slice balances

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Ready to collaborate? Upgrade to Family tier and start sharing slices today!