Money management is a team sport
Invite your partner, parents, or roommates to manage household finances together. See who's online, avoid overwriting each other's changes, and stay on the same page โ literally.
Join the BetaSarah is editing the budget...
How collaboration works
Real-time features that make teamwork effortless.
Real-Time Presence
See who's online and what page they're on. Know when household members are also looking at the budget.
Editing Locks
When someone's editing a page, others see it locked. No more "wait, I just changed that!" moments.
Role Permissions
Owner, Admin, Editor, Viewer โ give each member exactly the access they need. Nothing more, nothing less.
Audit Trail
See who did what and when. Full transparency keeps everyone accountable and on the same page.
PII Masking
Sensitive data like SSNs and account numbers are automatically masked. Each member only sees what they need.
Consent Tracking
Track who consented to data sharing and when. Built for compliance from the start.
Everyone gets the right access
Four roles to fit every household situation.
Owner
- โข Full access to everything
- โข Manage all members
- โข Delete household
- โข Transfer ownership
Admin
- โข Full financial access
- โข Invite new members
- โข Manage member roles
- โข View audit logs
Editor
- โข Add/edit transactions
- โข View all finances
- โข Cannot invite members
- โข Cannot change settings
Viewer
- โข View finances only
- โข Cannot make changes
- โข Perfect for kids/parents
- โข Read-only access
Know who's working on what
Real-time presence shows you exactly who's online and which page they're viewing. No more guessing, no more conflicts.
And when someone starts editing, the page shows a gentle lock icon. You can still view, but you won't accidentally overwrite their work.
- See online members in the sidebar
- Know which page each person is viewing
- Editing locks prevent conflicts
- Automatic unlock after 5 minutes of inactivity
Sarah Mitchell
โ๏ธ Budget Overview
Mike Mitchell
Bills
You
This page
Recent Activity
Sarah marked Electric Bill as paid
Just now
Mike added expense: Target $87.34
15 min ago
Sarah updated vacation goal to $5,500
1 hour ago
Mike logged income: Paycheck $3,200
Yesterday
Full transparency, always
Every change is logged. See who added an expense, who marked a bill as paid, who updated a goal. No more "I didn't do that" debates.
The audit trail makes everyone accountable and helps you understand exactly how your finances have been managed over time.
Easy to get started together
Send an invite link via email. Your household member signs up, accepts the invite, and they're in. No complicated setup, no confusing permissions dialogs.
Send invite
They accept
Start together
Ready to manage money as a team?
Join NestDuck and invite your household members. It's free to start.
Get Started Together