Household

Collaborate with family

One home for your household’s money

Invite your partner or family. They get their own login — no extra cost. You choose what they can see.

See spend and bills across the household
Align on goals and track progress together
Keep wasiat and estate docs private unless you share them

Household Members

For family, partners, or anyone you manage money with. They sign in with their own username and password — free for your household.

FH
Farhan Hamid
Family Manager

What household members can see

You’re the family manager. Turn each piece on or off anytime. Private accounts stay hidden even when accounts are shared — manage those under Connections → Accounts.

Cash flow

Day-to-day money in and out.

Accounts & balances

Which accounts exist and their balances. Hide specific ones under Connections → Accounts.

Transactions

Spending and money in — merchants, amounts, categories, and notes.

Budgets

Monthly budget groups, limits, and how much is left to spend.

Bills & recurring

Upcoming bills, due dates, and recurring payments.

Goals

What you’re saving for and paying down.

Goals list

Names and targets for save-up and pay-down goals.

Goal progress

How much is funded and whether each goal is on track.

Forecast

Joint planning scenarios — income, savings, and timelines.

Net worth & reports

The bigger picture across the household.

Net worth

Household assets, liabilities, and how net worth changes over time.

Spending reports

Trends by category and month so you can spot where money goes.

Giving

Zakat, sadaqah, and waqf.

Zakat

Nisab, methodology, and what you’ve calculated or paid — obligatory charity.

Sadaqah

Voluntary giving you’ve tracked or set aside.

Waqf

Endowment plans and contributions for lasting benefit.

Grow & protect

Investments and cover.

Investments

ASB, EPF, Tabung Haji, and other growth holdings in the household view.

Protection

Takaful and insurance cover for the household.

Legacy

Off by default — turn on only what you want shared.

Wasiat

Your will (wasiat) — who inherits and how it’s written.

Hibah

Gifts you’ve planned to transfer during life.

Trust

Trust structures and who manages them.

Estate documents

Uploaded wills, certificates, and supporting files.

Advice

Guidance from shared household numbers.

Tips & insights

Suggestions based on shared household numbers.

Shared AI context

Let Advice use shared data when answering. Your personal chat history stays private.

What they can do

Editing only applies to areas you’ve shared above. View-only if everything here is off.

Edit transactions

Categorise, tag, split, and mark transactions as reviewed.

Edit budgets

Change budget amounts and move money between groups.

Edit bills

Add, update, or mark recurring bills as paid.

Edit goals

Create goals, update targets, and log progress.

Edit giving

Update zakat calculations and record sadaqah or waqf.

Always private to you

Your login, password, and personal Assistant chat history stay yours. You can also hide individual accounts from the household under Connections → Accounts.

Financial Professionals

For advisors you work with. Access is through Sampul for Professionals — revoke anytime. Invites expire after 60 days.