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For couples

One budget.
Both of you.

One shared household budget, giving plan, and set of goals. Invite your spouse from Settings; each of you signs in separately, and there is no extra seat fee.

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7 days free · Cancel anytime · Private, never sold

Your entire household

Your entire household in one dashboard.

  • Bring separate and joint accounts together into one view, each marked as yours, theirs or shared.
  • See how you spend as a household, no matter who made the purchase, and how net worth grows together.
  • Switch to a solo view when you want only your own accounts and activity.

Accounts

The Carter Household · sample

Net worth

$349,765.73

+$5,100.00 this month

  • Everyday Checking

    Chase · 4821

    $8,420.16

  • Joint Savings

    Ally · 0093

    $21,750.00

  • Sapphire Card

    Chase · 1180

    −$1,840.55

  • Roth IRA

    Fidelity · 7702

    $64,310.42

  • 401(k)

    Vanguard · 5521

    $138,905.70

Review together

Review together, without the spreadsheet.

  • Mark a transaction as reviewed, or as one person's, so nothing is double-counted or forgotten.
  • Categories, tags and rules keep the list tidy for both of you.
  • Reports for any month, quarter or year make the money check-in short.

Recent transactions

Sample household

  • Trader Joe's

    Groceries · May 30

    −$86.42

  • Grace Community Church

    Tithe · May 30

    −$650.00

  • Shell

    Transportation · May 29

    −$52.18

  • Acme Corp Payroll

    Take-home Income · May 29

    $4,180.55

  • Netflix

    Subscriptions · May 28

    −$15.49

Go further, together

Go further, together.

  • Agree on goals you both feel good about and follow the progress side by side.
  • Each goal reads its balance from a real account, even when you keep your money in separate accounts.
  • Solomon answers from the household's numbers, so a question gets the same answer for both of you.

Goals

Sample household

  • Emergency Fund (6 months)

    $18,950.00

    Peace of mind — so one bad month never becomes a crisis.

    63% of $30,000

  • Missions Trip — Guatemala

    $2,800.00

    Go and serve as a family — and bring the kids.

    62% of $4,500

  • Debt-Free: Auto Loan

    $6,200.00

    Own the car outright and free up $450 a month.

    33% of $18,680

  • Giving Fund

    $1,650.00

    Be ready to give on the spot when a need shows up.

    33% of $5,000

How it works

Two people, one plan.

Review the same household accounts and plans together. Bank data updates as Plaid receives it.

One shared picture

Both of you see the same connected accounts, budget, and goals. Bank transactions update as Plaid receives them; a new purchase may not appear immediately.

See the features

Give together, off the top

Set your giving as a household and fund it first, before anything else gets divided up. Giving stops being one person's quiet line item and becomes something you decide on together.

Plan your giving

A shared starting point

One shared view of the household’s accounts and plans gives you the same starting point for a money conversation.

How sync works

Your spouse, included free

Your spouse is on every plan at no extra cost. Money is a household thing, so the whole household is in — one plan, one price.

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What changes

The money talk, made short.

Two incomes, one budget

Open the household budget together, review recent spending, and decide what needs to change before the next payday.

A household that gives on purpose

Choose a giving amount together, include it in the budget, and compare the plan with gifts made during the month.

Questions people ask

Does it cost extra to add my spouse?

No. Your spouse is included on every plan. Invite them from Settings; they sign in with their own account and see the same household.

What can my spouse see?

Everything in the household: connected accounts, transactions, the budget, giving, goals and Solomon. Each of you can switch to a solo view that shows only your own accounts and the rows marked as yours.

Can we keep separate accounts and still budget together?

Yes. Connect each bank under your own sign-in; the accounts sit side by side in one household budget, and each can be marked as yours, theirs or shared.

Can we set joint goals?

Yes. A goal reads its balance from an account you choose, so a shared savings account funds a shared goal and a personal account funds a personal one.

Start together

Get on the same
page about money.

Start free for 7 days and invite your spouse — their seat is included at no extra cost. One calm place for the whole household. Card required. Cancel before day 8 to avoid a charge.

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