Family plans make it simple to manage and track your finances with a spouse or partner. You’ll both get access to all the features of a Genius+ plan as well as a shared budget so you can track your joint spending and manage your finances together.
With an Albert Family plan, you and your partner can:
- Build a budget and manage spending together
- Set spending limits and edit shared transactions
- Track your combined net worth and cash flow
To upgrade to a Family plan and start budgeting together:
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Go to the profile tab (👤).
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Tap “Family.”
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Follow the prompts to upgrade your plan.
The account owner is billed monthly for a Family plan, and they can invite up to 4 members to join their plan.
How it works
All participating members of a Family plan will be able to set and adjust spending limits for your shared budget and edit shared transactions (rename, recategorize, and mark transactions as recurring). You can easily toggle between viewing your shared family budget and just your own.
Once you link an account to Albert, that account’s balances and transactions will be visible to all members of the Family plan and automatically included in the calculations for your shared family budget.
Family members on the same plan cannot transact from each other’s linked accounts or view full details for linked accounts.
All members of a Family plan also get their own individual Albert accounts (Savings, Cash, Investing), which are not shared.
Pricing
Only the account owner who set up a Family plan will be billed monthly for Albert. All other participating household members can access Albert without being charged a monthly fee so long as they remain part of an active Family plan. Full billing details can be found here.