Add Partner/Sig. Other To Account
in progress
Shawn Cao
in progress
The basic workflow is ready for early adopters, we are finishing polishing it. Feel free to send your feedback.
Shawn Cao
We just released an early version to share account access with guests, view/edit scopes are optional in sharing.
Could you check out the instructions here https://www.fina.money/blog/how-to-share-fina-account-with-guests#how-to-share-your-account-with-guests
Looking forward to the early feedback, thanks!
Shawn Cao
under review
Shawn Cao
Hold your laptop and sit on the sofa with your significant other, open Fina and view it together, :)
I'm just kidding - Matt, thanks for the request, how do you envision the access sharing (options)? for examples:
1) share your credential
2) your significant other has Fina account too, and you can share a page with each other.
3) add your significant other's email login to your Fina account, and they can login your Fina account and have read-only view of everything you have.
It would be great if you can describe your expected/ideal scenario that you want to have. Thanks in advance!
Matt Gang
Shawn Cao: Thanks for the quick reply, Shawn! I think 2 & 3 would be the most relevant use cases. From my perspective, #3 (having a read only view of my linked Fina account) would be an adequate solution for my wife and I to always have a glimpse as to where things stand.
Now that my wheels are turning here...Potentially using this solution of granting another user a "read-only" view may also be useful for "Student-Parent" or "Child-Parent" to help "teach" financial literacy(i.e. spending vs budgets) Just a thought. Awesome product. Keep building!
T
Tyler Daniels
Shawn Cao: I agree with Matt. 2 and 3 but mainly 3 with the ability to add read multiple read only users.
Shawn Cao
Tyler Daniels: Roger that. Thanks for your vote!
Phee Friend
Shawn Cao: Building off the idea of #2: Could it be possible to share some accounts between the two FINA accounts but not others? Like seeing joint accounts but not seeing individual accounts.
Shawn Cao
Phee Friend: Thanks for joining the discussion!
Could you clarify if I'm wrong - I'm not sure I fully follow you just said, are you suggesting "two emails/logins to operate on the same Fina account"?
for example: Person A with email a@fina.xyz, Person B with email b@fina.xyz, when they both sign in, they see exactly the same Fina account (same profiles, connected accounts, transactions, pages, everything...)?
Phee Friend
Shawn Cao: Yes, but Person A can see accounts 1 & 2 and those transactions but Person B sees accounts 2 & 3 and the corresponding transactions.
Shawn Cao
Phee Friend: wow, never thought of that - basically you are proposing sharing an financial account from one Fina account to another Fina account, in your example - could be A shares account 2 with B, or the other way.
Phee Friend
Shawn Cao: exactly, perfect for couples that share accounts but still maintain their own separate account.