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6 guides
Getting started
Accepting an invitation to join a household
How a new household member accepts an emailed invitation from an owner, chooses a sign-in method, and lands on the onboarding flow.
Published guideRead the guideGetting started
Verifying your mobile number
How to verify your mobile number during onboarding or later from your profile, and what a verified mobile unlocks.
Published guideRead the guideGetting started
Completing your onboarding profile
How to fill in your name, date of birth, and mobile number on the onboarding profile screen, and what happens if you have more than two names.
Published guideRead the guideYour household
Inviting a household member
How a household owner invites another person to join the household by email, chooses their role, and manages the invitation until it's accepted.
Published guideRead the guideLoans & repayments
Managing loans receivable
Set up an agreement, review imported receipts and keep principal, interest and payment confirmations straight.
Release guide · review copyRead the guideDocuments & imports
Uploading spreadsheets for AI assistance
Choose the right worksheet, review extracted information and understand file limits and privacy.
Release guide · review copyRead the guideNo matching guides yet.
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