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Collaboration 🤝
Money management works better when you're not doing it alone.
Munyun isn't just for solo use. You can invite other people to see or edit your workspace – perfect for managing finances with a partner, getting help from family, or working with a financial advisor.
How to share your workspace:
Click your profile icon (top left)
Go to the "Workspace" tab
Type in their email address under "Guest Accounts" and hit Enter
Pick their role:
Viewer – They can see everything but can't change anything
Editor – They can edit your data, categories, transactions, all of it
They'll get an email invite. Once they accept (and create a Munyun account if they don't have one), they're in.
Switching between workspaces:
If someone shares their workspace with you, you'll have access to multiple workspaces – yours plus theirs. Just click the checkbox next to any workspace to switch between them.
Common ways people use this:
Family sharing: Managing money with your partner or helping parents with their finances
Financial advisor sharing: Give your accountant, financial planner, or money coach access so they can help you out
The whole point? You don't have to figure out your finances alone. Bring in the people who can help.