Parents and child reviewing household finances together at a laptop

Build Your Wealth, Together

Share your finances with family and friends, like that joint vacation fund you're planning together.

Savi household dashboard showing joint net worth, cash flow, and shared goals
Savi monthly spending and savings targets with progress barsShared household goals for a Hawaii vacation and first home, with contribution progress

Make teamwork your financial superpower.

  • Set shared savings goals, spending targets, and household budgets.
  • Track progress with a unified dashboard showing combined income and expenses.
  • See visual breakdowns of where money is going—so you can adjust and plan together.
Household privacy settings for sharing net worth, cash flow, accounts, and goalsHousehold member invitation screen with organizer, editor, and viewer roles

Empower household with transparency on your terms

  • Choose exactly what to share—income, expenses, net worth, spendable cash, and more.
  • Assign viewer or editor roles to keep control of who sees or edits what.
  • Create custom visibility rules for each member when setting up your household.
Household spending breakdown listing monthly costs for gas and electricitySavi household insights screen showing income, expenses, and planned savings

Smarter Planning with Shared Insights

  • See a detailed breakdown of income and expenses from all household members in one clear dashboard.
  • Set shared financial goals and create plans for savings, investments, or big purchases.
  • Assign specific portions of goals or plans to different members to stay aligned and accountable.

Set up a shared view without a shared login

Invite the people who share a household budget or goal, then decide which parts of the financial picture belong in the shared view. Each person keeps their own Savi account. A household is a collaboration space for the information you choose to share, not a reason to pass around one password.

Savi offers viewer and editor roles. Choose a role based on whether someone needs to review the household or make changes, and check the visibility settings for income, expenses, net worth, and spendable cash before you finish the setup.

Plan shared expenses and longer-term goals

A combined view can help partners or families discuss recurring bills, discretionary spending, and savings targets in one place. Use the shared dashboard to see the income and expenses that members have made visible, then agree on which categories or contributions need attention.

Shared goals give a group a common target for a trip, home project, emergency fund, or other milestone. Assign contributions or responsibilities so each member understands their part, and review the progress together when the target or timeline changes.

Keep permissions and expectations clear

Before inviting someone, agree on what the shared space is for: tracking household bills, planning a joint goal, or reviewing a broader budget. Narrow visibility settings to that purpose and revisit them if the arrangement changes. Members can collaborate without making every account detail part of the household view.

A Pro member can create a household. A member on Basic can participate when invited. Review the current plan details before creating a household, because plan access determines who can start one and which members can join.

Common questions

Do household members share one password?

No. Members use their own Savi accounts and join through an invitation, so a shared budget does not require a shared login.

Can I choose what other members see?

Yes. Household setup includes visibility choices and viewer or editor roles. Review those choices before inviting members.

Who can create a household?

Pro members can create a household. Basic members can participate when a household member invites them.

Start Your Shared Financial Journey Today.

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