The "Share with a Partner" feature is designed to enhance collaboration on your Billroo account, allowing you to invite a partner to access and manage shared financial data. This feature is available exclusively to users on the Billroo Plus plan. You can upgrade to Billroo Plus by navigating to the Manage Subscription section on either the mobile app or the website.

To share your Billroo account with your partner, please follow these steps:

1. Log in to the Billroo website.

2. Select "Account" from the left-hand menu

3. Select "Shared Access."

4. Select "Invite a User" or "Invite an Editor"

5. In the pop-up box, enter the name and email address of the person you would like to add

6. Tick the box to confirm your consent for them to access your Billroo account and data.

7. Click "Send Invite."

This action will send an invitation link to your partner, allowing them to join your account.

Editors have the ability to view and update shared account data, which includes:

• Transactions

• Categories

• Budgets

• Bank connections

• Reports

However, it is important to note that editors cannot manage your subscription or billing, delete your account, or invite/remove other users. You will remain the account owner and can revoke access at any time.

Your partner can add their bank accounts through the standard Bank Connection process. However, please keep the following important note in mind:

IMPORTANT NOTE: If you have joint bank accounts, it is crucial that only one of you selects that specific bank account to link to Billroo. If both account holders connect the account separately, the transactions will be duplicated in Billroo.

If you have any questions or require further assistance, please feel free to reach out to us at support@billroo.com.