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Household & platform

Planned

Money is rarely a solo project

Share a financial picture with a partner under permissions you both understand, and keep firm control over your own data — what is stored, what is exported, and what is deleted.

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All features/Household & platform
The idea

Designed around the way money works in real life.

01

Nothing is shared by accident

Household access is granted explicitly, per person, and shown in a list you can revoke from at any time.

02

Individual and joint, together

Separate accounts and joint accounts roll into one household view without merging anyone's identity.

03

Your data stays yours

Export everything you have put in, and delete your account and its records when you want to.

What is planned

A status for every capability.

These are product plans, not a promise that a capability is available today. Dependencies and limitations are shown with the relevant item.

Household collaborationPlanned

Share a financial picture with a partner, with explicit permissions.

Legacy & estate planningPlanned

Educational guidance on organising a financial legacy.

Platform & data controlsIn development

Profile, notifications, subscription, data export and account deletion.

Household collaboration

  • Invite a partner into a householdPlanned
  • Individual and joint accounts in one viewPlanned
  • Shared budgetsPlanned
  • Shared goalsPlanned
  • Assign a transaction to a household memberPlanned
  • Household-level reportsPlanned
  • Role-based permissions per memberPlanned
  • Read-only access for an adviser or accountantPlanned

Legacy & estate planning

Educational material on organising a financial legacy.

  • Guidance on organising financial records for a legacyPlanned
  • A checklist of documents and decisions to considerPlanned
  • Will creationSolvMoney does not draft wills or provide legal services. Any future third-party option would be named, and its terms published, before being offered.Not offered

Platform, settings & your data

  • Profile and preferencesIn development
  • Notification preferencesIn development
  • Account security settingsIn development
  • Subscription managementNeeds a provider
  • Manage connected services and revoke accessIn development
  • Export your dataIn development
  • Delete your account and its recordsIn development
  • Privacy and data-sharing controlsIn development
  • Currency and locale preferencesPlanned
  • Responsive web applicationIn development
  • iOS and Android applicationsThe web application is designed to work on a phone browser. Native apps are not built.Planned
Known boundaries

What to expect from this area.

  • Household sharing is not built yet. When it is, access will be opt-in per person and visible to everyone in the household.
  • SolvMoney does not draft wills, review documents or provide legal services of any kind.
  • No native mobile application exists. The web application is responsive and works in a mobile browser.
Related areas

Continue exploring.

Budgeting

Budgeting & spending

Set a limit per category or one flexible spending target, then watch it against what you actually spend. When a category runs over, SolvMoney shows you where the money went instead of just turning the bar red.

AI assistant

AI insights

A conversational assistant that answers from your transactions, budgets and balances — and shows which records it used. Designed to explain what it found and flag what it is unsure about, not to hand down verdicts.

Cash flow & reporting

Cash flow & reporting

Income against expenses by month and by year, broken down by category, merchant and account. Every chart drills through to the transactions underneath it, so a surprising number is one click from an explanation.

A clearer picture starts here

Explore the sample interface.

See how the concepts in this feature area fit together in one sample household.

Explore the preview