Invite your partner into the picture.
Use the intended recipient’s email address.
DIME SHIELD / account sharing
A shared budgeting app for your life together.
A shared budgeting workspace for you and your partner. Review the same spending, bills, budgets, and goals before deciding what comes next.
Build my money planTHE BIG PICTURE
Bring your partner into the same financial workspace so you can review the plan together, with less passing screenshots back and forth.
Talk about the plan with the same context.
Review category plans together.
Keep shared access intentional.
Review pending invitations.
01 / A CLOSER LOOK
Invite your partner into the picture.
Open Account Sharing and invite your partner using their email address. They receive a six-character invite code to enter in the app. Review the sharing information before accepting: joining gives access to a shared workspace, not just a report.
- Use the intended recipient’s email address.
- Review the invite and acceptance steps.
- Confirm the active partner in Account Sharing.
Your plan, at a glance
SAMPLE DATAGroceries$320 spent of $500
64%Transportation$90 spent of $150
60%Entertainment$75 spent of $200
38%Planned amounts and actual activity, together.
02 / A CLOSER LOOK
Talk about the plan with the same context.
Both users see the shared financial workspace. Review accounts, spending, budgets, and goals together so a conversation can start with the same information. Discuss what you intend to share before connecting or adding sensitive financial information.
- Review category plans together.
- Discuss upcoming bills and goals.
- Check shared activity before changing the plan.
03 / A CLOSER LOOK
Keep shared access intentional.
The sharing screen displays your current relationship and management options. Use the available removal or cancellation controls when access should end. Do not assume sharing is read-only or that it exposes only selected accounts; read the current product permissions.
- Review pending invitations.
- Check who currently has access.
- Manage sharing from the account-sharing screen.
GOOD TO KNOW
Your questions, answered.
Where do I find this feature?
Open Share Account in the desktop navigation or Account Sharing in the app menu.
Can I use it on more than one device?
Use the same Dime Shield account across supported devices. Device capabilities and permissions can differ; review the relevant settings on each device.