What is Family Sharing?
Wevanta is designed for household finance. The primary account owner can invite family members (spouse, parents, children, siblings) to join their workspace. This allows the family to pool accounts for a unified net worth, while keeping individual ownership clearly marked on each account and transaction.
Adding a Family Member
Go to Profile → Family Members.
- Click + Add Member.
- Enter their Name, Relationship (Spouse, Child, Parent, Sibling, Other), and optionally their Date of Birth and PAN.
- Email Invitation: If you provide their email address, Wevanta will send them an invite link. When they click the link, they can set their own password and log in to the family workspace.
- If you do not provide an email, the member acts as a "dummy" or "managed" profile. They cannot log in, but you can assign accounts and transactions to them for tracking purposes (e.g., tracking a young child's savings account).
How Data is Shared
Currently, the family workspace is fully shared. A family member who logs in can view all accounts, transactions, and goals within the household. However, on the Dashboard and in Reports, they can use the "Member" filter to isolate only the assets explicitly tagged to their name.
Removing a Family Member
You can remove a family member from the Profile → Family Members page. If you remove an invited member, their login access is instantly revoked.
Note: You cannot delete the primary account owner.