> ## Documentation Index
> Fetch the complete documentation index at: https://docs.sure.am/llms.txt
> Use this file to discover all available pages before exploring further.

# Family Sharing

> Share accounts and collaborate on finances with family members

# Family Sharing

Family sharing allows you to share specific accounts with other members of your family, enabling collaborative financial management while maintaining privacy and control over your data.

## How Family Sharing Works

Each Sure family can have multiple members with different permission levels. You can selectively share accounts with specific family members, giving them either view-only or edit access.

### Permission Levels

| Permission | Description                      | Can View | Can Edit |
| ---------- | -------------------------------- | -------- | -------- |
| **Owner**  | Full control over the account    | ✅        | ✅        |
| **Editor** | Can view and modify transactions | ✅        | ✅        |
| **Viewer** | Read-only access                 | ✅        | ❌        |

## Sharing an Account

To share an account with family members:

1. Navigate to the account you want to share
2. Click the **Share** button or access sharing settings
3. Select the family members you want to share with
4. Choose their permission level (Viewer or Editor)
5. Click **Save**

The account will now appear in the selected family members' account lists with the appropriate access level.

## What Gets Shared

When you share an account, the following information is accessible to family members:

* **Account balance** and balance history
* **Transactions** and transaction details
* **Holdings** (for investment accounts)
* **Trades** (for investment accounts)
* **Account settings** and preferences

## Privacy and Scoping

Family sharing respects privacy boundaries:

* **Scoped views**: Each family member only sees accounts shared with them
* **Reports**: Financial reports are scoped to only include accounts the user has access to
* **Budgets**: Budget calculations only include shared accounts
* **Totals**: Net worth and other totals reflect only accessible accounts
* **Providers**: Third-party provider connections are scoped per family
* **Merchants**: Merchant data is shared across the family for consistency

## Managing Shared Accounts

### Viewing Shared Accounts

Shared accounts appear in your account list with an indicator showing they're shared. You can filter your account list to show:

* Only your accounts
* Only shared accounts
* All accounts

### Editing Shared Accounts

If you have **Editor** permission on a shared account, you can:

* Add, edit, and delete transactions
* Update account settings
* Record trades (for investment accounts)
* Categorize and tag transactions

If you have **Viewer** permission, you can only view the account data without making changes.

### Removing Access

Account owners can remove sharing access at any time:

1. Open the shared account
2. Go to sharing settings
3. Remove the family member or change their permission level
4. Click **Save**

The account will immediately disappear from that family member's view.

## Family Roles

### Admin Role

Family admins have additional privileges:

* Manage family members
* Configure family-wide settings
* Manage third-party provider connections
* Access all family accounts (if shared)

Only admins can manage provider integrations to ensure security and consistency across the family.

## Use Cases

### Couples Managing Joint Finances

Share checking, savings, and credit card accounts with your partner. Both can track spending, categorize transactions, and monitor budgets together.

### Parents Teaching Financial Literacy

Share specific accounts with children in view-only mode, allowing them to learn about budgeting and money management without making changes.

### Household Budget Collaboration

Share household expense accounts with all family members who contribute to bills, enabling transparent tracking of shared expenses.

### Investment Portfolio Oversight

Share investment accounts with a financial advisor or trusted family member for oversight while maintaining control over trading decisions.

## Security Considerations

* **Encryption**: All shared data is encrypted at rest and in transit
* **Access control**: Permissions are enforced at the database level
* **Audit trail**: All changes to shared accounts are logged
* **Revocable access**: Sharing can be revoked instantly by the account owner

## Best Practices

1. **Start with view-only**: Give new family members viewer access first, then upgrade to editor as needed
2. **Regular reviews**: Periodically review who has access to your accounts
3. **Clear communication**: Discuss financial goals and boundaries with family members
4. **Use categories consistently**: Establish category conventions for shared accounts
5. **Respect privacy**: Only share accounts that genuinely need collaboration

## Limitations

* Sharing is limited to members within the same family
* Provider credentials are managed at the family level by admins
* Some account types may have restrictions on sharing
* Recurring transactions are scoped to the family, not individual users