How to run a shared budget with a partner or family
To run a shared budget in Tetri, the owner opens access to a workspace: the wallets, budgets and transactions that the invited people then see. A member accepts the invitation and gets the Editor or Viewer role, and the owner can change the role or end access.
Why share a workspace
When money is shared, for example in a family, a couple or a small group, everyone needs the same wallets, budgets and transactions. The owner invites people, and each member's role sets what they can do. A personal budget can stay in a separate workspace that invited people never see.
How to give access to a workspace with a link
Open "Settings", the "Workspace" tab and the "Members" section, then click "Create invite link". In the form, choose the "Access level": "Editor" or "Viewer".
The link is visible once, works once and expires in 14 days. You send it to the person yourself. Before you create a link, the workspace needs at least one wallet and one budget.
Create invite link
access level: editor · valid for 14 days
How to accept an invitation to a workspace
The link opens the "Workspace invitation" page with who invites you, the workspace name and your role. Click "Join workspace" to enter, or "Decline" to refuse. After you join, the other members see your account's name, email and avatar, and your private "People" list stays private.
Workspace invitation
Home · invited by Anna · editor role
What each role can do
A viewer only reads the workspace data. An editor reads it and adds transactions using existing wallets, categories, budgets and people. The owner manages members and settings. In "Roles and access", the owner can turn on extra permissions for editors, such as changing their own transactions or managing budgets.
Edit own transactionsEditors can change transactions they created.
Manage budgetsCreate budgets and change only budgets they created.
How to run a shared budget with family
One of you sets up a workspace with a wallet and a budget and sends the other a link with the "Editor" role. After joining, you both see the same wallets, budgets and transactions, and each change shows its author and time. While one of you edits a transaction, the other sees the "Editing" mark and cannot change it until the first one finishes.
Annaactive here nowEditing
Who to invite to a workspace and who to add to "People"
For payments, reimbursements and debts, adding a person to the "People" list is enough: they get no access to the workspace. A member signs in to Tetri and works with the shared data according to their role. Invite someone to the workspace only when they need to work with the data, and add a partner, client or lender to "People".
How to change a role, end access or leave a workspace
Change a member's role in the "Members" section: each row has a role choice. "Remove" ends the access at once, and the transactions the member added and the change history are kept.
Cancel an unused link in "Pending invitations" with "Revoke". A member leaves on their own: "Leave workspace" is on the "Workspace" tab, and the data stays with the owner.
Unused invitation linkexpires Nov 21Editor
What to do when your role does not allow an action
When the role does not allow an action, the message tells you to ask the workspace owner.
In the "Ask the workspace owner" window, describe what to do and why, for example to create or change a budget, then click "Send request".
The owner gets a notification and opens the request. The owner can reject it with a reason or mark it resolved once the change is made. The request itself shows its status: "Pending", "Approved", "Rejected", "Resolved" or "Cancelled".
Ask the workspace owner
what to do and why
Create a budgetrequest from an editorPending
Time zone, deletion and activity in a shared workspace
Dates, month boundaries and reporting periods use the workspace time zone, not the time zone of a member's device.
Deleting a workspace removes its data for every member, so export it first.
Only the owner sees member activity, and the owner turns on Assistant access for members with a separate switch.
While a workspace you own still has members, you cannot delete the account until you remove them.
Frequently asked questions
Create an invite link in the "Members" section and send it to your partner. The role you choose sets what they can do.
The link has expired, was already used or was revoked. Ask the workspace owner for a new link.
Yes. After joining, the members see your account's name, email and avatar, and your private "People" list stays private.
Yes. One person can belong to several workspaces, with a separate role in each.
The transactions stay in the workspace together with the change history, and the member's access ends at once.
Yes. Choose the "Viewer" role in the link, and the data is read-only.
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