Invite by email
Share any Tika account with anyone by email. They join with the access level you choose — no separate admin panel needed.
Account Sharing
Collaborate on finances without losing control
Share any account with a partner, family member, or accountant. Set viewer or editor permissions and revoke access at any time.
Viewer or editor access
Viewers can see records and reports. Editors can add transactions, categorize, and manage budgets. You stay in control.
Revoke at any time
Remove a collaborator instantly. Access ends immediately — no waiting, no residual permissions.
How it works
- 1
Open sharing settings
Go to the account settings for the account you want to share. Open the collaborators panel.
- 2
Invite by email
Enter the collaborator's email address. Tika sends them an invite — no account required before they accept.
- 3
Choose a permission level
Viewer: read-only access to records and reports. Editor: can add, edit, and categorize transactions.
- 4
Collaborator accepts
When the invite is accepted, the account appears in their Tika dashboard alongside their own accounts.
- 5
Review the activity log
Every action taken on a shared account is logged with the collaborator's name and timestamp. You always know what changed.
Related guides
Learn the workflow before turning it into a repeatable system.
Personal finance system guideHow to build a shared household financial routine using Tika.Budget planning guideCoordinate monthly budgets with a partner using a shared account view.Data SecurityUnderstand how shared account access is protected and audited.Expense TrackerTrack shared household spending from a single account.
Ready to make your money easier to review?
Start with accounts and transactions, then add budgets, goals, debt tracking, and reports that keep decisions visible. No credit card required for Free.
Get monthly money tips
Subscribe for practical budgeting, statement-import, and review-workflow tips.