In short
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.
Steps
Open Settings → Household.
Invite a person and choose the role: Admin, Member or Viewer. You stay the Owner.
The invited person signs in with their own Westara account.
What's shared and what isn't
- Each person's accounts, Actuals and investment activity stay on their own account. Sharing doesn't turn them into the paying person's ledger.
- Members see household numbers according to their role. You can't hide single bookings or share just one particular current account.
- The paying person keeps the Family plan. Invited people use the Family features while they have a seat. Anyone who leaves doesn't take the plan with them.
In the app
- Household
You’ll find these areas in Westara after signing in.
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Related articles
- 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 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.