Added by
The name of the person who created the transaction. Preserved, also after edits.
Share your ledger
One ledger. Multiple people. Everyone sees the same.
Share your ledger with your partner, family members or housemates — with control over who can view, who can edit, and always see exactly who made which change. Invitation to revocation takes 30 seconds.
01 · How it works
Done in 3 steps
01
Invite
Go to Profile → Sharing, enter the email of the person to invite. Choose what they can do (view or edit). Done.
Last edited by
If someone else changes the amount or category, an "edited by" label appears. So you always see who adjusted something.
Receipt uploaded by
For transactions with a receipt you also see who added the photo. Handy for audits later.
Timestamp
Exact date and time per action. Handy as evidence at tax time or when you settle up together.
Does my partner see bank statements or only what I enter?
Only what's in the shared ledger. Okidoky is not a bank app and doesn't link to your account — we don't see bank statements. Your partner sees exactly those transactions and receipts that someone (you or your partner) entered manually or via CSV import.
Can I turn sharing off again?
Yes, any time. Go to Profile → Sharing, click the person and choose "Revoke access". Immediate effect. The other person gets a notification that their access has ended and can no longer reach the ledger — but keeps their own Okidoky account.
What if an invitation went to the wrong email address?
No problem. Invitations only become active after acceptance via the unique link in the email. If the wrong person doesn't open the link, nothing happens. You can always revoke the invitation via Profile → Sharing before it's accepted.
Do all invited people see each other's personal data?
Everyone in a shared ledger sees the same transactions and receipts — that's the point. Not shared: email addresses of other users (only the owner sees those), personal 2FA settings, and accounts of other ledgers the same people may have.
Does sharing also work on the mobile app / PWA?
Yes. You can access the same shared ledger through the web app and the available mobile and Windows apps. Use your own account with access to the shared ledger.