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Diogo Cardoso
Enable users to categorize accounts and transactions as "Mine," "Theirs," or "Ours" (shared) for household financial management. Provides clear visibility into individual vs. joint financial activity for couples and partners.
Key Features:
  • Account-level attribution (assign entire accounts to individual or shared)
  • Transaction-level attribution (mark specific transactions as mine/theirs/ours)
  • Filtered views by ownership (toggle between personal, partner, and shared perspectives)
  • Contribution tracking and reporting
  • Split expense calculation
  • Individual and combined net worth displays
  • Budget allocation by ownership type
Use Cases:
  • Couples managing joint and separate finances
  • Tracking personal vs. household spending
  • Understanding individual contributions to shared goals
  • Simplifying tax preparation for dual-income households
  • Fair expense splitting in cohabiting relationships
Potential Views:
  • Dashboard filtered by "My Finances," "Their Finances," or "Our Finances"
  • Contribution summary reports
  • Spending breakdowns by person
  • Shared goal progress with individual contributions visible