Setup

Households

Manage households as subscription and access containers. Financial records remain linked to members, accounts and liabilities, not directly to the household.

Households
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0 active
Active members
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Login users
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Plan
No household selected

Households

A household groups member profiles and defines subscription limits. One normal subscription should usually map to one active household.

No households yet

A default household should be created automatically. You can also add one manually below.

Household members

Members are reused across account ownership and loan liability. Keep historical members inactive instead of deleting them.

No selected household

Create or select a household before adding members.