How do I add my partner’s finances to create a joint financial plan?

Adding your partner or spouse’s financial data so you can model your financial future together is easy. You do not need to create a second account for your partner. Instead, you can:

• Add your partner’s income, expenses, assets, and liabilities the same way you do your own and label them as belonging to your spouse.
• When adding incomes: Enter both your salary and your partner’s salary separately. You might label your salary as “My Salary” and your partner’s as “Spouse’s Salary.”
• For joint assets or liabilities: You may choose to label them as a joint income/asset/liability, or you may split them into two entries 50/50 or by another proportion you use.
• Use financial plans to toggle: You can toggle your partner’s income, expenses, assets, and liabilities on and off within the financial plans section. This will help you see how your financial plan changes with or without your partner’s contribution.

In order to unlock spousal items within the app, make sure you do the following:

1. Navigate to More in the lefthand menu and click on Settings.
2. Under Account, you will see "Spouse Settings".
3. Under Spouse Settings, enter your partner's birth year.