Groups let you share finances with the people you trust — a partner, roommates, family members, or a business partner — without merging your personal accounts together. Each group has its own member list, split structure, and shared view of whichever accounts and transactions you choose to include.
What you can do with a group
- Share accounts and transactions — each member sees the shared picture without losing their own private view
- Split expenses — apply percentage-based splits so ClearCash can show each person's share of shared costs
- Monitor finances for others — set up read-only access for a child's accounts or an elderly parent's finances
- Track business partnerships — separate a shared venture from personal finances while keeping everything in one place
- Time-limited sharing — grant a financial professional temporary access to specific accounts, then revoke it
How groups work
A group is a shared container, not a merged account. Creating a group does not automatically expose anything — each member still controls what they share into it. Once an account or transaction is shared, ClearCash uses the group's split percentages to determine each person's portion.
Split percentages are tracked on a timeline. If the split changes, ClearCash applies the new percentages from that date forward and keeps historical data intact.
In this section
- Creating a group — set up a group, add members, and configure the initial split
- Adding members — invite people, assign roles, and manage access
- Splitting an expense — mark a transaction as split and see each member's share
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