A shared workspace lets several people work with the same accounts, transactions, budgets and goals — ideal for couples, families and small teams. Everyone sees a consistent picture, with their access set by their role.
How it works
- Invite and assign roles. Give each person the right role — member to contribute, viewer to observe.
- One shared picture. Everyone works against the same data, so a transaction one person adds shows up for everyone.
- See what changed. The Activity log records meaningful changes — what changed, when, and how — including changes made through Moza AI.
Limitations
- Everyone in a workspace shares its data according to their role; there's no per-member private sub-ledger.
- For separate finances, use separate workspaces.
Common Questions
Can my partner and I share finances?
Yes — invite them to your workspace as a member so you both manage the same accounts and budgets.
How do I see who changed what?
Open your Activity log (Settings → Activity) for a history of meaningful changes, including any made via Moza AI.