Sharing your plan with a partner or spouse

You can share your plan with one other person, read-only. Open Settings, find Shared plan, enter their email address and create a link. ClarityTrack does not email them: you send the link yourself, however you normally talk. Anyone waiting to accept is listed under Outstanding invitations until they join.

What they can see: your plan and your balances, and which plan changes you made. What they cannot do: change anything. They sign in with their own login to a read-only view; it is not shared access to your account. Your reasons for plan changes, your bank connections, your journal entries and your open disputes stay yours.

Either of you can end the share at any time from the same place in Settings.

Sharing a password remains the wrong way to do this, for the reasons below, and it is no longer the only option.

Why we will not tell you to share a password

Shared credentials remove the two things that protect a financial account: knowing who took an action, and being able to cut off access for one person without disrupting the other. Two-factor authentication also stops working as intended, because the code goes to one person's device. We would rather say the feature does not exist yet than recommend a workaround that weakens your account.

Common questions

Can my spouse view my progress?

Yes. Invite them from Settings and they sign in with their own login to a read-only view of your plan and balances.

Can I give my accountant or financial advisor access?

No, for the same reason. Export the data they need and send that instead. An export is a snapshot, so you control exactly what they see and it does not carry your login.

What if we both want to track the same debts?

Each account is separate today, so you would each maintain your own. If the debts are joint, one of you tracking them and exporting updates is usually less work than duplicating everything in two accounts.