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EnvelopdEnvelopd Guide

Family

Family accounts let household spending use shared envelopes without making every envelope visible to everyone.

Set up a family

Section titled “Set up a family”
  1. Go to Family.
  2. Create or upgrade to a family account if prompted.
  3. Invite members by email.
  4. Wait for members to accept.
  5. Create shared envelopes for household spending.

Invite and manage members

Section titled “Invite and manage members”

Family admins can:

  • Send invitations.
  • Resend or cancel pending invitations.
  • Remove members.
  • Transfer admin ownership.
  • Review member access and activity.

Members can accept or decline invitations from the invite link.

Shared envelopes

Section titled “Shared envelopes”
  1. Create or edit an envelope.
  2. Mark it as shared if it should be used by the household.
  3. Decide which member needs a card.
  4. Issue the member card.
  5. Set card limits if available.

Personal envelopes stay personal. Shared envelopes are visible based on family permissions.

Member cards

Section titled “Member cards”

A family admin can issue, freeze, unfreeze, revoke, or update limits on member cards. A member may only be able to view and use cards issued to them.

Family activity

Section titled “Family activity”

Use Family Activity to review household spending by member, envelope, and activity type.