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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.

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