Add Partner/Sig. Other To Account
under review
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.