Collaboration

Collaboration

Curl Budget lets you share your financial tracking with others through workspaces. Whether you're managing finances with a partner, tracking household expenses with roommates, or keeping family finances visible, workspaces make it possible.

Why Collaborate?

Shared Financial Visibility

See the complete picture:

• Combined spending from all members
• Unified budget tracking
• Shared goals and progress

Different Perspectives

Multiple people can:

• Add transactions
• Categorize spending
• Manage budgets
• Review reports

Accountability

When finances are shared:

• Decisions become visible
• Patterns become apparent
• Goals stay on track

How Collaboration Works

Workspaces

A workspace is a shared financial environment:

• Contains accounts, transactions, budgets
• Can have multiple members
• Keeps data separate from personal finances

Roles

Members have different roles:

• Owner - Full control, can delete workspace
• Member - Can add and edit data
• Viewer - Can see but not modify

Invitations

Invite others to join:

• Send email invitations
• Assign roles during invite
• Manage pending invitations

Activity Tracking

The activity log shows:

• Who made changes
• What was changed
• When it happened

Common Use Cases

Partners/Couples

Share household finances:

• Both partners connect their accounts
• Shared view of combined spending
• Joint budgets and goals
• Keep individual accounts private if desired

Families

Track family finances:

• Parents as owners
• Children as viewers (if appropriate)
• See everyone's spending
• Shared household budgets

Roommates

Manage shared expenses:

• Track shared account spending
• See who paid for what
• Split expense visibility
• Household budget tracking

Business/Personal Split

Separate work and personal:

• Personal workspace for family
• Business workspace for work expenses
• Clear separation
• Different sharing settings

Getting Started

Create Your First Workspace

1. You automatically have a personal workspace
2. Tap "Workspaces" in settings
3. Create a new workspace for sharing
4. Give it a descriptive name

Invite Members

1. Open the workspace
2. Tap "Invite Members"
3. Enter email addresses
4. Choose roles
5. Send invitations

Connect Accounts

1. Each member connects their relevant accounts
2. Transactions flow into the shared workspace
3. All members see combined data

See Workspaces for detailed setup instructions.

Privacy and Control

What's Shared

In a shared workspace:

• Transactions from connected accounts
• Categories and tags
• Budgets and reports
• Activity history

What's Not Shared

Personal data stays private:

• Your Curl Budget login
• Other workspaces you belong to
• Accounts connected to other workspaces
• Your subscription status

Leaving a Workspace

You can leave any workspace you've joined:

• Your transactions remain (you added them)
• You lose access to the workspace
• Your connected accounts disconnect from it

Multiple Workspaces

Personal + Shared

A common setup:

• Personal workspace - Just your individual finances
• Family workspace - Shared with partner/family

Switching Between

Switch workspaces easily:

• Tap the workspace name
• Select a different workspace
• All data updates to that context

Account Connections

An account can connect to:

• One workspace at a time
• OR multiple workspaces (you choose)

This lets you:

• Keep some accounts personal
• Share others
• Maintain privacy where needed

Subscription Considerations

Who Pays?

Each workspace needs an active subscription:

• The workspace owner's subscription covers the workspace
• Members don't need their own subscriptions to access shared workspaces
• See Subscription for details

Family Sharing

If you use Apple Family Sharing:

• One subscription can cover family members
• See Family Sharing

Related Features

• Workspaces - Create and manage workspaces
• Roles & Permissions - Understanding access levels
• Invitations - Invite and manage members
• Activity Log - Track changes