Security
Your finances stay yours
Privacy and access control are built into how workspaces work.
The basics
How we protect your workspace
Four principles that shape how access works.
Authenticated access
Every dashboard request is checked against a valid session before any workspace data is shown.
Invite-only workspaces
People join a workspace only through an invitation from an existing member, so access stays intentional.
Workspace separation
Data belongs to a workspace and is only visible to its members, keeping separate parts of your life separate.
You stay in control
Manage members, invitations, and workspace access from settings whenever you need to make a change.
Every request is checked before data is shown
Dashboard requests are checked against a valid session before any workspace data is returned. If you are not signed in, there is nothing to see.
- A valid session is required for dashboard requests
- Workspace data is only shown after authentication
- Access is evaluated per workspace, not only per account
- Signed-out visitors only ever see the public marketing pages
Each workspace is its own space
Transactions, accounts, members, and totals belong to a workspace and are visible only to its members. Family money and business money never blur together.
- Data belongs to a single workspace
- Only members of a workspace can see its contents
- Switching workspaces switches the whole picture
- Use as many workspaces as your plan allows
You decide who gets in
People join a workspace only through an invitation from an existing member. Review and change access from workspace settings whenever you like.
- Invite people by email
- See members and pending invitations in one place
- Only invited people can join a workspace
- Make changes from settings at any time
Sharing
What happens when you invite someone
Sharing is always deliberate and always limited to one workspace.
A member sends an invitation
Enter the person’s email address from the workspace settings.
The person accepts
They join the workspace only after accepting the invitation.
They see that workspace only
Access is limited to the workspace they were invited to. Your other workspaces stay separate.
Your part
Good habits on your side
A few simple practices keep any account safer.
Use a unique password
A password you do not reuse anywhere else is the simplest protection for your account.
Invite people you trust
Anyone you invite to a workspace can see its contents, so share it with the people who should see it.
Review members now and then
Check the member list and pending invitations in settings and clean up what you no longer need.
Keep your email secure
Invitations and account messages go to your email, so protect that account too.
FAQ
Security questions.
Can’t find what you need? Reach out and we’ll help.
Who can see my workspace?
Only its members. People join through an invitation from an existing member.
Is my data mixed with my other workspaces?
No. Each workspace keeps its own transactions, accounts, members, and totals.
Can I remove someone?
You can manage members and pending invitations from workspace settings.
What do I need to be signed in to see?
Every dashboard request is checked against a valid session. Without one, no workspace data is shown.
How do I report a security concern?
Use the contact page and mention security in your message, and we will look into it.
Keep your money private and organized
Create a workspace and invite only the people who should see it.
- Free plan available
- Invite-only sharing
- Guided tour included