Novice Money

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Household and settings

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4 articles

Set up and troubleshoot email reminders

Choose reminder content and delivery preferences, including why an empty daily summary is not sent.

Share finances with a household

Understand Owner, Editor, and Viewer roles, invitations, and household switching.

Understand and manage AI connections

Review household consent, read and change permissions, and how to revoke an AI connection.

Understand financial backups and restores

Review saved household snapshots, their contents and limits, and the effects of restoring.

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