Create a business profile
Set its name and currency; the sources and categories you already use come along.
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SHARED PROFILES
Track shared business finances with a partner
Invite a partner to a business profile with a single-use link. You both see the same income, expenses and balance, in real time, without sending spreadsheets back and forth.
In short
- A shared profile in MoneyWorks Lite is a business profile that two or more people use together.
- The owner creates a single-use invite link that expires in 7 days; members see the same data in real time and can leave at any time.
- Shared profiles are part of MoneyWorks Pro, on iPhone and Android.
HOW IT WORKS
One business, one set of numbers
Send a single-use invite
Create an invite link and share it with your partner. Each link works once and expires in 7 days.
Work from the same numbers
Both of you log income and expenses and see the same balance live. The owner manages members; anyone can leave.
WHY IT MATTERS
Partners should not have to reconcile two versions
When two people run one business, money usually lives in two heads: one remembers the client payment, the other remembers the expense. Every check-in starts with reconciling whose numbers are right.
A shared profile replaces that with one live picture. It also stays separate from each partner’s personal profile, so you share the business and keep your own finances private.
WHO IT’S FOR
- Business partners running a small company or studio together
- Family businesses where relatives share one set of books
- Couples with a side business who want it separate from household money
- Project teams tracking money for one shared project
WHAT IT COSTS
Plans and price
MoneyWorks Pro
Shared profiles are built on business profiles, which are part of Pro.
Every new user gets 7 days of full Pro. After that, MoneyWorks Pro is $6.99 a month or $69.99 a year (US App Store prices; other countries may differ). Without a subscription the free plan keeps working: Home, Calendar, Statistics, your personal profile and up to 3 tracked subscriptions. Compare Free and Pro.
QUESTIONS
Questions about shared business profile
How do I invite a partner?
Open the business profile, choose Share this profile and create an invite link. Each link is single-use and expires in 7 days.
Can my partner see my personal profile?
No. Only the shared business profile is visible to members; personal profiles stay private.
Can I remove someone later?
Yes. The owner can remove members, and members can leave a shared profile at any time.
Is it real time?
Yes. Income, expenses and balance update for every member as soon as someone logs a transaction.
MONEYWORKS LITE
Start managing money differently.
Free to download on iPhone and Android. Your income deserves more than a monthly report.
