I want to use Westara with my family
Inviting people, individual and combined views, roles and ending sharing.
4 articles
- How do I invite people to my household? On the Family plan, you invite people under Settings → Household. The household has room for up to 6 people, including you as the Owner. Pending invites also take a seat.
- How do I switch between individual and combined views (Me / Person / All)? On the Family plan, the money pages have a filter: Me, another person in the household, or All. You'll find it on the Overview, Accounts, Actuals, Budget, Activity, Holdings and the reports.
- What can Owners, Admins, Members and Viewers do? Roles set what a person can manage in the household. They aren't a separate plan.
- How do I leave a household or end sharing? As an invited person, you leave under Settings → Household. Your own accounts and bookings stay with you, and afterwards you see only your own numbers again.
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