How do I share my YNAB subscription?

So you use Spliiit to share your YNAB account? 

In this article, we'll give you the best practices to adopt so that everything goes smoothly.

Owner, how to invite members to a group

You can invite up to five additional members to join your YNAB Together group! They can be new or existing YNAB users.

1. Click on the name of your budget in the top left-hand corner of YNAB.
2. Select YNAB Together from the drop-down menu.
3. If you are using YNAB Together for the first time, press the Start button . Then enter your name and press Next.
4. If it's not your first time, click on Invite a member.
5. Follow the prompts to enter your guests' details:
   Their first name.
   Their e-mail address.
   Which budgets you'd like to share with them.
6. Click on Invite to send their invitation!

How to cancel an invitation

If you realize you've made a typo in an @ddress e.mail, or if you'd like to cancel an invitation for any reason, here's how!

1. Select the guests' names under Pending invitations.
2. Choose Cancel invitation. (You may need to scroll down).

How to resend an invitation

Here's how to resend an invitation in case your guest has deleted or not received the invitation e-mail:

1. Select the guests' names under Pending invitations.
2. Choose Resend invitation. (You may need to scroll down).

How to delete a group member

If a member is removed from the group, any budgets he or she owns will remain with his or her individual user account. The group manager will lose access to his/her budgets, and the user will also lose access to any budgets shared with him/her by other group members.

When a member is removed from the group, they will automatically start their own 34-day free trial under the same e-mail address.

1. Click on the name of your budget in the top left-hand corner of YNAB.
2. Select YNAB Together from the drop-down menu.
3. Select the member's name from the Members list.
4. Select Delete member.

Co-subscriber, how to join a group

If you are a new YNAB user

First of all, welcome to YNAB! To join the YNAB Together group, you must first create an account. A few things to keep in mind as you begin your YNAB journey:

1. The group leader will take care of billing, so you won't have to pay a thing (woohoo!).
2. All budgets you create will always be shared with the group manager. However, you can choose to share (or not to share) any of your budgets with other group members.
   

If you are an existing YNAB user

Get ready to enhance your YNAB experience! With YNAB Together, your group manager takes care of billing, so now you have one less subscription to worry about.

1. If you subscribed directly via YNAB, we will automatically cancel your subscription. If you have an annual subscription, we will refund you on a pro rata basis according to your original payment method. If you have a monthly subscription, no prorated refund is available, but we will cancel the subscription for you.
2. If you have subscribed via the Apple App Store or Google Play Store, please contact the support team from within the app to discuss your options. 
3. If you have a gift subscription, an academic year or a 34-day free trial, you'll lose any remaining time when you join a YNAB Together group.

How to leave a group

If a member leaves a group, any budgets he or she owns will remain with his or her individual user account. The group manager will lose access to his/her budgets, and the user will also lose access to any budgets shared with him/her by other group members.

1. Click on the name of your budget in the top left-hand corner of YNAB.
2. Select Account settings from the drop-down menu.
3. In the Subscription section, select Quit group.

Now you know all about sharing this subscription!

If you're looking for information on budget management, go to this page.