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How to Share a MoneySpaces Space With Your Partner

Written by MoneyCoach Team
How to Share a MoneySpaces Space With Your Partner

Sharing one Space gives both partners the same list of transactions, balance, and conversations. Agree on the Space's purpose before inviting anyone—for example, shared household costs only, not every personal purchase.

Before you invite your partner

  • Both people need a compatible Apple device and iCloud enabled.
  • Update MoneySpaces to the latest available version.
  • Decide which transactions belong in the shared Space.
  • Do not put passwords, account credentials, or sensitive identifiers in transaction notes.

Share the Space

  1. Create or open the Space you want to share.
  2. Open its member or sharing controls.
  3. Choose the option to invite a person.
  4. Send the invitation through the available Apple sharing method.
  5. Ask your partner to accept the invitation on the Apple account they use for iCloud.
  6. Add a harmless test transaction and confirm it appears on both devices.

Image: Invite partner 1024x576

The exact icon and menu position can differ from this older screenshot because MoneySpaces received a major interface redesign. The current app also includes tutorials under Settings → Tutorials.

Set a simple working agreement

Decide:

  • who records recurring bills;
  • whether each person records their own purchases;
  • which tags you will use;
  • how corrections are handled; and
  • when you review the Space.

A weekly five-minute review prevents duplicates and missing expenses. Use transaction comments to clarify a purchase rather than editing over each other's work.

If the invitation or sync does not work

Check that both devices are online, signed into iCloud, and running the latest MoneySpaces version. Confirm that the invitation was accepted with the intended Apple account. Close and reopen the Space after acceptance.

Do not repeatedly create replacement Spaces while diagnosing the issue; that can split the records. If a test transaction still does not appear, use the in-app support route and include the app version and device OS—never account passwords.

For the distinction between this dedicated shared Space and sharing a full MoneyCoach dataset, see MoneyCoach vs. MoneySpaces.

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