Invite someone as view only
A full member or the owner can invite a person who can read the household and cannot change it.
Where to find it
Settings → Household. The role menu on the invite row includes as view only. On a phone, Settings is under More.
View only is for someone who needs to see the household and must not edit it. A bookkeeper, a parent, or one partner during a tricky week. They are not a second copy of the budget.
- Sign in as a full member or the owner.
- Open Settings → Household.
- Enter their email, choose as view only, and press Send invite.
- They sign in with that email, using an email code, Google or Microsoft. There is no password.
They can read the household, including yearly costs and receipts already attached. The dashboard tells them: you can look through this household, and you can’t change transactions, plans or settings. The Household card says the same, and it hides the invite box from them.
To change someone who is already a member, the owner uses Make view only on their row.
What this does not do
They cannot change anything: the server refuses. Some older screens may still show an edit button; those actions still fail. View only is not read-only bank access. A bank feed, when one is on, is a separate look-don’t-touch connection through Akahu. See Security.
Related
Still stuck?
Email [email protected]. Say what you clicked and what you expected. Please don’t send account numbers, passwords or bank statements.
Jarful is a budgeting tool, not a financial adviser. Nothing on this page is financial advice.