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A shared account helps a household or business keep receipts together. Open Account, then tap Create

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Shared Account. In this walkthrough, we'll create a household account using fictional demonstration details.

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Choose Household for family expenses, or Business for your small business. Enter an Account Name, such

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as Taylor Household, then tap Create Account. Wait for the success message and tap OK.

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Creating an account does not automatically switch you into it. Return to Account, tap Switch Account,

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and select your new shared account. Look for Active beside its name before adding receipts or

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inviting members.

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With the shared account active, open Account, then Manage Members. Tap Invite New Member. Enter the

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email address of the person you want to invite, and choose their role.

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Choose Member for someone who needs to view and contribute receipts. Choose Admin for someone who

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should also manage the team and account settings. Check the email address and tap Send Invitation.

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The invitation appears as Pending until it's accepted.

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The invited person opens the invitation link from their email. They need to sign in, or

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create and verify a Receipto account, using the invited email address. If they opened the link

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before signing in, they should open it again after signing in. Then tap Accept when Receipto

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asks to confirm.

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After accepting, select the shared account in Switch Account and confirm that it's Active. The account

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owner can return to Manage Members to check membership. Both people can now work in the

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shared account, with access based on their roles.

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Before adding each receipt, confirm that the intended account is active. For email receipts, copy the

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inbox address while that shared account is selected. To return to your own receipts later, use

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Switch Account and select your personal account. Your shared account is ready.