Help & support
Common questions about using FamilyFund.
How do I invite someone to my group?
Go to your group's Members page and click “Add member.” You can either send an email invite (they get access once they accept), or use “Create login” to set up their account and password yourself and hand it to them directly — useful for family members who'd rather not manage their own sign-up.
What's the difference between a Member and a Viewer?
Members can add contributions and expenses, and edit or delete their own entries. Viewers have read-only access — they can see everything but can't add or change records.
Can I change someone's role after inviting them?
Yes — owners and admins can change any member's role from the Members page, except the group owner's role.
How is the balance calculated?
Remaining balance = total contributions − total expenses, for the month you're viewing. Switch months using the picker at the top of the dashboard, contributions, or expenses pages.
Can I export my group's records?
Yes — the Reports page has CSV and PDF export for any month, available on the Premium plan.
Is my group's data visible to other groups?
No. Every group's records are isolated — only members you've invited (and who've accepted) can see a group's contributions, expenses, or reports.
What happens if I archive a group?
Archived groups become read-only for everyone — no new contributions or expenses can be added until an owner restores the group.
Still need help?
Reach out to your workspace administrator or app support contact.