Rise Budget logo
Rise BudgetRise Budget
Guides
Managing Budgets

Using Members

Track spending by household member

Overview

Household members let you track income and spending per person without changing your main categories.

Adding members

Add the people in your household before assigning them to transactions.

  1. Open Settings and go to the Members tab
  2. Add each household member
  3. Save your changes

Assigning members to transactions

You can assign a member during import or when editing a transaction.

  1. Open the Transactions page or start a CSV import
  2. Find the transaction you want to update
  3. Select the member from the dropdown

Filtering by member

Use the member filter on the Transactions or Budget pages to show only one person's activity. This makes it easy to answer questions like 'How much did Mick spend on groceries last month?'

Use cases

  • Track spending per person in a shared household
  • Compare individual contributions to shared bills
  • Plan budgets around each person's income and expenses