Share with boundaries

Share what matters. Keep the rest yours.

Create a group for the people in a shared financial picture, then choose exactly which accounts and transactions belong there. Your personal accounts stay private by default—so a household, roommate, or family setup never means giving up your boundaries.

Nothing is shared by default

Separate groups for separate relationships

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A group is a boundary, not a merger

Your financial life stays in your hands.

Groups create a shared view for the accounts and activity you choose. They do not combine everyone’s accounts into one profile, and they never expose a personal account just because you joined a group.

Create the group

Set up the shared space for the people involved—a partner, roommates, or family.

Add the members

Invite people directly, or add a placeholder for someone who doesn’t need a ClearCash login yet.

Choose what to share

Select the specific accounts and transactions that group should see.

Every account starts private. Nothing is shared until you complete step 3.

Create the group first, then decide what it can see.
Keep a personal account outside every group when it is not part of the shared picture.
Use distinct groups for distinct relationships and responsibilities.

Learn about groups and sharing

People have clear roles

Give the right people the right level of access.

A group’s role controls who can administer the shared setup without changing what is private. Owners manage the group; editors can help keep it current; members can see what the group shares.

	Owner	Editor	Member
Manage group settings	Owner: included	Editor: not included	Member: not included
Add or remove members	Owner: included	Editor: included	Member: not included
Manage shared transactions	Owner: included	Editor: included	Member: not included
Manage their own sharing	Owner: included	Editor: included	Member: included
View shared information	Owner: included	Editor: included	Member: included

Invite active participants when they should sign in and work with the group directly.
Add a placeholder member when someone belongs in the split but does not need access.
Update membership as life changes, without deleting the financial history you built together.

Learn about members and roles

Questions, answered

Sharing without the surprises.

Does creating a group share all of my accounts?

No. A group is only the shared structure. Your accounts and transactions remain private until you explicitly choose to share them with that group.

Can I belong to more than one group?

Yes. You can use separate groups for different parts of life, such as a partner, roommates, or family, without merging those relationships or their financial information.

Can someone be included without having a ClearCash login?

Yes. You can add a placeholder member to include someone in a group’s split structure without inviting them to sign in. Add an email later if they should participate directly.

What happens when I remove a member?

They lose access to the group’s shared information going forward. Removing a member does not erase the group’s historical transaction record.

A shared picture without a shared identity.

Bring the right accounts and people together while the rest of your finances stays exactly where it belongs: with you.

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