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iAmRich

Family Budget

What Is This

Section titled “What Is This”

Family budget allows multiple users to maintain shared expense tracking. All family members can see and add records to the shared list.

Creating a Family

Section titled “Creating a Family”
  1. Go to Profile via the sidebar menu
  2. Find the Family Budget section
  3. Click Create Family
  4. Enter a name (e.g., “The Smiths” or “Shared Budget”)
  5. Click Create

Adding Members

Section titled “Adding Members”

You are the family owner (marked with a crown). To add a member:

  1. Open the family card
  2. Click Add Member
  3. Find the user by:
    • Name
    • Username
    • User ID
  4. Click Add next to the found user

Switching Between Budgets

Section titled “Switching Between Budgets”

You can have multiple families and a personal budget. To switch:

  • Activate family - click the “Activate” button next to the desired family
  • Return to personal - click “Switch to personal”

When switching:

  • The expense list updates to show the selected budget’s data
  • All new records will be added to the active budget
  • Personal data is not lost - you can always switch back

Family Management

Section titled “Family Management”

Owner (creator) can:

  • Add and remove members
  • Delete the entire family

Members can:

  • View shared expenses
  • Add new records
  • Leave the family