Family & Team Accounts

JE-PFM supports team accounts that let multiple people share a view of the same financial data. This is designed for couples, families, or small groups who want to coordinate their finances without maintaining separate copies of the same information.

How Team Accounts Work

A team account is a shared workspace where multiple users can see the same accounts, transactions, budgets, and reports. Each team member signs in with their own credentials and accesses the shared data through the team workspace.

The person who creates the team account is the owner. The owner can invite other users and control their access level.

Inviting Members

To add someone to your team:

1. Go to Settings > Team Members.
2. Click Invite Member and enter their email address.
3. Choose a role: Admin or Member.
4. The invited person receives an email with a link to join the team.

Once they accept the invitation, they can access the team workspace from their own dashboard.

Roles

• Owner — full control over the team, including billing, settings, and member management. Can delete the team.
• Admin — can import files, manage accounts, and edit budgets. Cannot manage team membership or delete the team.
• Member — read-only access to accounts, transactions, and reports. Can view budgets but cannot edit them.

Use Cases

• Household budgeting — both partners import their respective bank files into the same team workspace and track a shared budget.
• Family finances — parents and adult children share visibility into shared accounts while keeping personal accounts private.
• Small business — a freelancer and their bookkeeper can both access the same transaction data.

Privacy

Each user can also maintain a personal workspace alongside the team workspace. Accounts and transactions in your personal workspace are not visible to team members. Only data explicitly imported into the team workspace is shared.

You can switch between your personal workspace and any team workspace from the account switcher in the sidebar.