3 AS
← Sharma household

Who are you inviting?

What can they do in the household?

Choose a role · you can change it later from Family · member roles.

Note · roles control actions inside the household. They never affect what's shared with them — that's the next section.

What will they see of yours?

Their own data stays private. This controls how much of your ledger they can see.

  • Combined household view

    Always on — the household lens is the point of joining a family workspace.

  • Your detailed Expense rows

    Spouse can drill into "where did Aarav spend this month".

  • Your Portfolio holdings

    Per-symbol breakdown of your equity / MFs.

  • Your Tax Review

    Each filing stays per-PAN — this just lets your spouse see your refund / owe number.

Every grant + accept + access + revoke is logged to your DPDP audit trail. Revoke any time from Settings → Sharing.