• View and manage Space members

  View and manage Space members The member list shows who is active in a Shared Space and what actions are available. Steps Open the Space and go to Manage members. Review the list of active members and actions available to your role. Manage membership from the relevant Space. What to know Management options depend on your role. Make sure you are in the correct Space.Few readers

• Join a Shared Space

  Join a Shared Space Joining gives you access to a Shared Space after you accept a valid invitation. Steps Open an invitation link or choose Join a Shared Budget in Settings. Enter the invitation code if prompted and review the Space information. Follow the steps to accept and join. If the code fails, ask the owner to check or renew the invitation. What to know Make sure the invitation comes from a Space owner you know before continuing.Few readers

• Invite a member to a Shared Space

  Invite a member to a Shared Space Invitations let other people join a Shared Space you manage. Steps As the Space owner, open member management for the Space. Create or display an invitation code or QR code using the available controls. Share it with the person you want to invite. They must complete the joining process to become an active member. What to know Share the code or QR only with intended invitees and check the member list after they join.Few readers

• Remove a member from a Shared Space

  Remove a member from a Shared Space An owner can manage Shared Space access by removing a member who no longer needs it. Steps As the owner, open Manage members for the Space. Choose the member to remove and review the confirmation. Confirm only after checking the member and Space. The removed member loses access under the Space policy; review the effects on history and sync for the situation. What to know Check the member name and confirmation. Do not use this action meFew readers

• Leave a Shared Space

  Leave a Shared Space Leaving a Shared Space lets you give up access to a Space owned by someone else. Steps Open the management options for the Shared Space you joined. Choose the leave action and read the explanation. Confirm if you want to give up access to that Space. What to know Read the displayed effects before confirming, especially if you still need its data.Few readers

• Delete a Space

  Delete a Space Deleting a Space removes a Space you no longer need through the flow available to your role. Steps Open the Space selector or management options and choose the Space. Select delete Space if your role permits it. Read the explanation of effects on data and members, then confirm only if you are sure. What to know Review the effects on data and members before confirming. The complete behavior must be verified for the released version.Few readers

• About Personal and Shared Spaces

  About Personal and Shared Spaces Spaces help separate financial records by purpose, such as personal and shared spending. How it works Personal Space separates your personal records. A Shared Space lets joined members record and view data according to their access. Choose the appropriate Space before creating or reviewing transactions. What to know Personal and Shared Spaces have different members and access rules; check the active Space.Few readers

• Currency in All Spaces reports

  Currency in All Spaces reports All Spaces can include records in several currencies, so it is important to understand the totals shown. How it works All Spaces can contain transactions in multiple currencies. Rinci states the main total in one currency and shows other currencies separately. Rinci does not convert or add amounts from different currencies. What to know Rinci does not use exchange rates to combine different currencies; other amounts are shown separately.Few readers

• Create a Space

  Create a Space A new Space is useful when you want separate records for a different purpose. Steps Open the Space selector and choose the option to create a Space. Enter the requested Space information and continue. Once the Space is created, you can manage invitations or close the flow. Creating and sharing Spaces depends on account access. What to know Check its name and details before creating it. Creation and sharing depend on account access.Few readers

• Do invited members need Pro

  Do invited members need Pro A Shared Space owner and its members can have different subscription plans. How it works An invited member does not need a Pro subscription to join a Shared Space. An active Free member can sync ordinary transactions when the Space owner is verified Pro, subject to the sync policy. Recurring has separate rules: the owner’s Pro access does not unlock Shared Space recurring for a Free member. What to know Ordinary transaction sync and recurring havFew readers