Sharing

Sharing

How to give someone else your plan, so they see exactly what you see.

Contents

• Share the whole plan
• What's in the file

Share the whole plan

To give someone everything (settings, categories and rules, the CSV files, your budgets and budget edits) so they see exactly what you see:

1. Send: Settings › Share plan › Save plan as a file (or, in the Mac app, menu-bar icon › Save Plan as File…). You get one file like Household Budget 2026-11-06.zip. Send it by AirDrop or Messages.
2. Open: in the Mac app, menu-bar icon › Open Plan File… and pick the file (a new user gets the same option on the first launch). If they already have a plan, they choose Keep Both or Replace (the old plan is kept as a backup folder next to it). On the command line: financial_plan import FILE.

Double-clicking the .zip in Finder also works: the folder it makes is a plan you can open with Change Plan Folder….

What's in the file

• Your config (config/*.yaml) and your CSV files: your real transactions. Share it privately.
• If "Include my budget edits and saved budgets" is ticked (the default): the numbers you changed on the page, your saved budgets, the summary-row and chart choices, and your return / inflation presets. Untick it to send only the settings and data.

To keep a copy for yourself, save the same file somewhere safe: it's a complete backup of the plan.