Managing money rarely stops at just your own accounts. Between a spouse’s retirement accounts, a joint fixed deposit, or investments you track on behalf of your parents, most households’ finances are spread across more than one person. Finuary lets you bring all of it into a single account.
Household Members, One Login
Add family members to your Finuary account — each with their own name, date of birth, and risk profile — and track their investments right alongside yours. Everything rolls up into one consolidated household dashboard, so you can see your combined net worth, allocation, and goal progress at a glance, or drill into any one member’s holdings individually.
Free-tier accounts can track up to 5 household members; upgrade if your family is bigger than that.
Shared Goals, Individual Detail
Set a goal — a down payment, a child’s education fund, an early retirement target — and see contributions from every household member who’s saving toward it, without losing the ability to check any individual’s numbers separately.
A Safety Net for the Unexpected
Finuary also offers an optional check-in feature for each household member: if someone hasn’t logged in for a while, Finuary can notify a trusted person with a summary of their portfolio, so the people you care about are never left in the dark about your finances.
Add your household today and see everyone’s finances in one place.