Understanding views in partner mode

Partner Mode allows you to toggle between three financial perspectives: My Accounts, Our Shared Accounts, and Your Accounts. Here's what each view means.

My Accounts:

• Displays only the accounts assigned to you.

• Great for viewing your individual finances separately.

Our Shared Accounts:

• Shows accounts labeled as shared between you and your partner.

• Ideal for joint planning, household budgeting, or big shared goals.

Your Accounts:

• Displays accounts assigned to your partner.

• Useful for understanding your partner's financial picture without mixing in your own.

Use Cases:

• Toggle between views during a budgeting session.

• Set goals based on shared income or assets.

• Avoid confusion by filtering out accounts that aren’t relevant to your specific task.

Remember: you can customize what you see at any time by selecting any combination of the three views with the new multi-selector.