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Feature·4 min read

Household Members

Add family members, assign accounts, and see individual spending while keeping your household finances unified.

Why Household Members?

Managing household finances with a partner or family often means navigating a mix of personal and shared accounts. You might have your own credit card, your partner might have theirs, and then there's the joint checking account for household expenses.

Household Members lets you see everything together while still understanding who is spending what. It's the best of both worlds: unified visibility with individual accountability.

How It Works

The concept is simple: each account belongs to a specific household member or is designated as "Joint."

Add Members

Go to Settings → Household to add up to 4 members. Each gets a unique color for easy identification across the app.

Assign Accounts

When adding or editing a member, select which accounts belong to them. Unassigned accounts remain "Joint" and appear for everyone.

Filter Your View

Tap any member's avatar in the header to filter the view to just their accounts and transactions. Tap "Household" to see everything.

What Gets Filtered

When you select a specific member, some views filter to show only their data, while others remain household-level:

Filtered by Member

Accounts list
Transactions
Expense charts
Cash flow summary
Income sources
Recurring calendar

Always Household

Safe to Spend
Net Worth
Goals
Future Lab
Debts
Journal

This design reflects how household finances actually work: your Safe to Spend and Net Worth are shared resources, but who spent what can be tracked individually.

Use Cases

Couples

See combined finances while still tracking individual credit cards. Understand who's spending more on dining out without judgment—just awareness.

Families

Track a teen's spending card to help them learn financial responsibility while keeping the household budget unified.

Roommates

Manage shared expenses while keeping personal finances visible only to each person. Great for splitting rent and utilities.

Privacy Note: Household Members is a labeling system within your single Luna account—it doesn't create separate logins. All members with access to your account can see all household data. For true data separation, each person should have their own Luna account.

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Disclaimer: The content, tools, and resources on Luna Money are intended solely for informational and educational purposes and should not be construed as professional financial, investment, or tax advice. Our materials are designed to provide general guidance and are based on the input and data provided by users. Luna Money makes no guarantee of the accuracy, completeness, or applicability of this content to individual circumstances. The Safe-to-Spend calculations, budgets, and insights provided are estimates only. We strongly recommend consulting a qualified financial professional who can provide personalized advice based on your unique financial situation before making any significant financial decisions. Luna Money is not a bank and does not hold funds. Bank connections are securely handled through Plaid. All content and tools on Luna Money are provided without any guarantees or warranties of any kind.