Optional, authorized financial evidence
Requires provider setup · review availability below
Private Financial Connections
Where enabled, review supported institution evidence privately and explicitly decide what becomes part of the shared home financial record.
What you can do
- Review connection availability and the requested read-only financial permissions before authorizing a supported institution.
- Keep private account/transaction evidence separate from shared household records; sharing is an explicit reviewed choice.
- Review posted outflows, split household expense allocations and supported reversals rather than automatically creating spending.
- Disconnect or reauthenticate a supported connection while keeping manual home finance available.