Separate ledgers
Give each life its own net worth, expenses, and goals instead of colour-coding one spreadsheet.
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Profiles
Separate household finances into profiles, switch the active ledger, and share a read-only view when someone should see the numbers without changing them.
Why keep household finances in separate profilesGive each life its own net worth, expenses, and goals instead of colour-coding one spreadsheet.
Tap a profile to open that workspace. The header shows which ledger you are in.
A goal stays on one profile. Goal Manager can still count another profile’s holdings toward it, without merging the two ledgers.
Invite the verified account that matches the profile email. They accept, look, and cannot edit. You can revoke.
Practical guide
A Kochi household stops mixing three lives in one spreadsheet, then opens a read-only window so a parent can see her own numbers without changing anyone else’s.
11 min readYes, if that profile allows cross-profile data access. The goal stays on the profile you are in. The holding stays on its own profile. Only the current value is counted.