Team & Admin

Sharing your finances

Your money lives inside an organization, and you can keep it private or invite others to share it — a spouse, family member, or business partner. Roles control how much access each person has:

• Owner / admin — full access plus settings and team management.
• Editor — can record and change financial data.
• Viewer — can see the numbers but not change them.

This is what makes FinanceByScott work for shared household or small- business finances: everyone sees the same picture, with the right level of access.

Profile & security

Each person manages their own profile and can turn on multi-factor authentication (MFA) — worth doing given how sensitive financial data is. Security settings live in the admin area alongside team management.