Sharing with your family

On every paid plan you can share a workspace read-only with up to 5 people: your partner, a son or a daughter. They see the spending, the months, the vendors, the search and the insights. Only you, the owner, change anything.

Invite someone

Open Settings → Workspace → Share with your family.
Type their email and press Send invitation.
They get an email from ReceiptFold with an Accept the invitation link. The link is for that email address and works for 14 days.

Pending invitations show in the same list; Cancel invitation withdraws one. Sending a new invitation to the same address replaces the old one.

What the person you invited does

Already uses ReceiptFold with that email: the link opens a page with Accept and open it; one click and the workspace opens.
New to ReceiptFold: the page offers Continue as [email protected]; they get a sign-in link by email, and signing in creates their account, joins the workspace and opens it. Nothing else to set up.

The invitation only works for the address it was sent to.

What a viewer can and cannot do

A viewer can	Only the owner can
See Spend, Vendors, Search, Insights, months and receipts	Add sources, import history, scan receipts
Download the CSV and the PDF report from Search	Change categories, rules, budgets, notes
Switch between their own workspaces and the shared one	Review receipts, use Ask, change settings and the plan

The app shows a viewer a line saying who shared the workspace, and hides everything that changes data; the server refuses any change from a viewer as well.

Their own workspace

A viewer is a normal ReceiptFold account. They can create a workspace of their own any time (Create your own workspace), with their own receipts, sources and plan, and switch between theirs and the shared one from the menu.

Removing someone, or leaving

The owner removes a person with Remove in the same list; their access ends at once.
If the owner's account goes back to the Free plan, sharing pauses until a paid plan is back.