How Family Budgeting works in TimelyBills ?

Modified on Tue, 13 Jun 2023 at 06:57 PM

Groups in TimelyBills can be formed with your family or friends.

How it works :

Someone need to start, i:e someone need to first start inviting others to make a new group and this user becomes the group owner (who invites others to join the group).
- A user who is already part of some group can not create new group until he/she leaves the existing group.
A group owner can invite any numbers of user to be part of family/group budgeting (currently there is no limit but in future it may be)
As soon as group owner invites others, invitee gets the email notification.
Invitee user needs to either accept or reject the invitation.
If invitee user accept the invitation, he/she is proposed with 2 choices
1. If its email is already registered then he/she can join this group with its existing transaction (carrying its all transactions like income, expense, bills, transfers ) or without existing transactions (leaving behind the existing transaction ).
  - Imp : Budgets do not migrate from personal account to family account. A new user in the group will only see budget from group owner.
2. If its email is not registered then he/she is asked to join/register by its email id.
Once invitee get the success message after accepting the invitation, he/she need to logout from the app and login again to be part of group.
On login, invitee should be able to see all of group user's transactions (Income, Expense, Bills and transfer) including the group owner, automatically.
Account information is not automatically shared to one another in the group, it needs to be shared separately. Please follow this link to know more about it https://support.timelybills.app/en/support/solutions/articles/84000380016-how-does-a-family-member-share-their-accounts