What are Aligned Accounts?
Aligned Accounts let you and your partner see each other's financial pictureâno more guessing or screen shotting balances. You can toggle between profiles to view connected accounts for each person in one place.
đŁ How to Add a Partner
Go to Profile > Profile Settings
Tap â+ Add Profileâ
Enter your partnerâs name
You'll get a unique invitation code (e.g.,
SAFE-NROF9665)Share this code with your partner
Your partner downloads/opens their app, goes to the same screen, and enters your code into the "Enter invitation code" field
Once the code is accepted, your profiles will be linked!
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đ Privacy SettingsYouâre in control of what your partner can see and do.
When you add a partner, youâll be taken to the Privacy Settings screen where you can customize exactly whatâs shared:
âđ Notifications
Toggle this on if you want your partner to see your spending/activity notifications (like new transactions or Safe to Spend updates). Toggle off if youâd prefer to keep that private.đď¸ Transaction View
Turn this on to allow your partner to view your full transaction history for the accounts youâve connected. Turn it off if youâd like to keep transactions private, while still showing balances.
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You can select all to fully share, or turn off either setting anytimeâitâs always editable under your partner profile.
âĄď¸ Tap Complete when youâre ready, and your preferences will be saved.
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