Set up a shared account

A shared account helps a household or business keep receipts together. Open Account, then tap Create Shared Account. In this walkthrough, we'll create a household account using fictional demonstration details.

Choose Household for family expenses, or Business for your small business. Enter an Account Name, such as Taylor Household, then tap Create Account. Wait for the success message and tap OK.

Creating an account does not automatically switch you into it. Return to Account, tap Switch Account, and select your new shared account. Look for Active beside its name before adding receipts or inviting members.

With the shared account active, open Account, then Manage Members. Tap Invite New Member. Enter the email address of the person you want to invite, and choose their role.

Choose Member for someone who needs to view and contribute receipts. Choose Admin for someone who should also manage the team and account settings. Check the email address and tap Send Invitation. The invitation appears as Pending until it's accepted.

The invited person opens the invitation link from their email. They need to sign in, or create and verify a Receipto account, using the invited email address. If they opened the link before signing in, they should open it again after signing in. Then tap Accept when Receipto asks to confirm.

After accepting, select the shared account in Switch Account and confirm that it's Active. The account owner can return to Manage Members to check membership. Both people can now work in the shared account, with access based on their roles.

Before adding each receipt, confirm that the intended account is active. For email receipts, copy the inbox address while that shared account is selected. To return to your own receipts later, use Switch Account and select your personal account. Your shared account is ready.