Family

Add family members, set savings goals, and share dashboards.

Family Feature

This feature requires a Family subscription or higher. Learn about plans →

Overview

The Family feature turns TrendingBudget from a personal tool into a household financial hub. Add your spouse and children, set savings goals for kids, and share a family dashboard.

Member Roles

  • Owner — The primary account holder with full access to everything.
  • Spouse — Invited via email or SMS. Gets a shared family dashboard with visibility into budgets, accounts, and transactions.
  • Child — Added by the owner. Has a kid-friendly dashboard focused on savings goals and allowance tracking.

Savings Goals

Children can have savings goals attached to their profile — pick from common presets (New Bike, Video Game, College Fund, etc.) or create custom goals.

  • Progress is shown as a percentage bar on both the family page and the child's dashboard.
  • The owner can add or subtract from the current amount.
  • Goals can be edited or deleted at any time.

Access & Invitations

  • Send Link — Spouse members receive an invite via email or SMS.
  • Access Levels — Spouses can be granted Full or Limited access (limited hides balances and sensitive data).
  • Revoke — Remove any family member at any time, immediately revoking access.

Family Dashboard

  • Combined budget progress across the household.
  • Children's savings goal progress.
  • Family member status and recent activity.