Rocket Money

How to share your Rocket Money account with a partner to manage finances together.

Account Sharing in Rocket Money

Learn how to share your Rocket Money account with your partner using the mobile app or website.

How to invite a partner to your Rocket Money account

Instructions for how to remove a partner from your Rocket Money account

Removing a partner's access to your Rocket Money account

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Learn more about sharing your Rocket Money account with a partner.

Sharing your Rocket Money account

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Create your workspace and invite the people you work with.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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