Personal · 7 min

Household

Invite one other adult on Personal Pro. Each person keeps their own login.

A household is two adults, not a shared account. Kids and dependents are out of scope.

Set it up

Subscribe to Personal Pro.
Open Account → Subscription.
Create the household and invite the other adult by email.
They sign in with their own login and accept. If they had their own subscription, accepting cancels it. They stay covered until they leave.

Sharing

On Household, mark each account Full, Balance, or Private.

Full: the partner can see findings and, on the household page, source pages.
Balance: totals without the underlying findings.
Private: the partner only sees that you have a private account. They never see the numbers.

Joint accounts are always Full. Only the person who linked a bank can reconnect or unlink it.

Together, you, and your partner

The workbench toolbar switches lenses. Together uses the split rule you set (even, income, or none). Changing the split notifies the partner. Business workspaces stay per person.

Where it works

Both adults should use Local Mode on their computers, or both should use Finipher Private Cloud (the same organization URL counts). Mixing Local with Cloud is not supported.

You'll know it worked when

Account shows the household members, and the toolbar can switch Together / each adult.

If this doesn't work

The invite expires in seven days. The owner leaving dissolves the household. A member who leaves needs their own subscription again.