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Multiple Profiles per user

Feature RequestHigh Priority

I have two separate budgets I keep track of. My personal budget vs my families household budget. It would be very useful to be able to switch to a personal profile (similar to how Netflix and Amazon user profile separation) with a different set of banks connected and different categories assigned. In my imagination this would be a totally new user with totally separate data but uses the same login and subscription status.

A bonus would be able to extend this capability to other’s in my household, allowing them to use the same 5 bank connection limit without having to pay a separate pro subscription fee with their own login.

I do understand that this is likely a very complicated undertaking with many edge cases touching all existing interactions and could impact user experience by increasing complexity for first time users if done wrong.

Posted by Kerem Karataş ·
Status: Completed3 comments

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Comments3

  • team@waypointbudget

    Team•

    Apr 2

    Hi Kerem,

    Hope you are well! I have some good news, we just launched the personal budget feature you requested! You can now keep a separate personal budget alongside your household budget.

    To try it out: click your name at the bottom of the sidebar, then select "Add Personal Budget." You can switch between your household and personal budgets anytime from the same menu.

    Each budget has its own income, categories, and transactions and is completely separate.

    Would love for you to test it and let me know if it fits your use case. Any feedback helps!

    • Kerem Karataş

      •

      May 11

      Thanks for the feature! working like a dream 🚀🚀

  • team@waypointbudget

    Team•

    Mar 4

    Hey Karem, this is definitely a valid requests. It’s been something on my mind and I will add it to the roadmap, see how I can make it simple for new users so the whole family sharing concept doesn’t become too complicated.

    One thing I wanted to clarify first was that you do have a 5 bank connections limit across the household right now. If you have a Pro tier your partner is added onto your limit usage.