Collaborators
Last updated
Last updated
To get started, you will need to create a budget account with a personal Lunch Money account. As the admin of the shared budget account, you'll be inviting others to collaborate through their own personal accounts. That means you’ll be managing the same budget with the same bank accounts, assets and other settings, but each through their own account and login. When collaborating, you’ll also be able to see and track who linked which account and who added which transaction.
You can collaborate with any number of people on a budget, as the price you pay is per budget, not per person. Only the admin of the budget requires an active Lunch Money subscription, meaning that a collaborator can manage the shared budget without the need for their own subscription.
To invite someone to collaborate on a budget, go to the Settings page, and under the Collaborators card, enter their email address and click on "Invite".
Your invitee will receive the following invitation by email:
When a new account is added, whether synced or manually created, there is a label that will let you know which collaborator it was was added by. The 'Linked by' label is displayed with the account information in the 'Edit Account' panel:
Open the Accounts page
Locate the relevant account and click anywhere in that row to open the 'Edit Account' panel
At the bottom of the Account Information section, you will find the 'Linked by' details, as well as the date on which the account was created:
All email notifications for automatic imports are managed by rules. You can see the list of email rules on the Rules page, here.
Email rules are automatically created for budget admins when synced accounts are added, yet collaborators will not receive email notifications for existing synced accounts unless new email rules are set up.
Email rules will automatically be set up for the collaborators for any new accounts they add.
A collaborator can set up new email rules via the Rules page:
Click on "Add a new rule" to open the 'Create transaction rule' panel on the right
Under "If..", set the condition to "In account" and then select the relevant account
Under "Then..", set the action to "Send me an email"
To save the new rule, click on "Create & Apply"
