Family Management

10 articles

how-to

How to add a child to the family Create a child profile so allowances, goals, loans, and tasks can begin.
How to create a child account inside a family Open a new child account so funds can be allocated to that child.
How to create a new family Start the family container that will hold balances, children, and shared settings.
How to delete a family Remove a family record when it should no longer be active.
How to deposit into a child account from the family Move funds from the family layer into one child account.
How to update family details Edit the family record when profile or administrative details change.

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