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Households & Members

Create households, invite your partner by email, understand roles, and record income for income-based splitting.


What is a household?

A household in Evensum represents a shared living or financial arrangement — usually a couple, but it can also be a shared flat or family. All accounts, recurring costs, the ledger, and vehicles belong to exactly one household. You can belong to several households at once, for example if you live privately and also manage a shared flat's finances.

Inviting your partner

To plan together, you invite additional people as the household owner:

  1. Open the Members section of your household.
  2. Enter your partner's email address.
  3. Evensum sends an invitation email containing a personal link.
  4. When the invited person clicks the link and signs in via magic link, they're automatically added to the household.

An invitation is bound to the invited email address — only someone signed in with exactly that address can accept it. It is also valid for a limited time only. You can resend or withdraw a pending invitation at any point before it's accepted.

Roles: owner and member

Within a household there are two roles:

  • Owner: Automatically assigned to whoever created the household. Can invite and remove members, rename the household, and change all settings.
  • Member: Can view and edit accounts, recurring costs, the ledger, and vehicles just like the owner, but cannot invite or remove members, or delete the household.

This separation keeps household administration anchored in one place, while day-to-day tasks — logging an expense, recording a fuel fill-up — work equally for everyone.

Recording income

Some splitting modes, particularly proportional splitting by income, require Evensum to know each member's monthly net income. You enter your income in your household profile, for example:

  • Person A: €3,000 net/month
  • Person B: €2,000 net/month

You can record multiple income sources per member, each with a short description — for example "Salary €2,800", "Side job €400" and "Child benefit €250". The sum of all a member's sources automatically counts for splitting. Sources can be added or removed at any time; the total is recalculated immediately. All income sources automatically appear as income in the recurring items overview and feed into the monthly balance – no need to add them there again. Next to each member you'll also see their percentage share of household income, the basis for income-proportional splitting.

This is optional but required if you want to split proportionally by income. Without recorded income, only a 50/50 split or manually defined percentages will work reliably.

Changes to income take effect from the moment they're made and are recorded in the audit log, so both partners can see when the calculation basis changed.

Salary changes with an effective date

A raise doesn't have to apply immediately: for every income source you can use "Change amount" to schedule a new amount with an effective date. Until that date, shares, the settlement payment and account transfers keep using the old salary; from that date on they automatically use the new one — nothing to do on the day itself. Scheduled changes appear underneath the source and can be removed there (with confirmation) as long as the effective date is still in the future.

Evensum keeps the salary history: if you page back to an earlier month on the dashboard, shares and settlement are still calculated with the salary that applied back then. Future months already show the values after the raise.

Managing multiple households

If you belong to several households — for example after a move, or because you also manage a shared flat's finances — you can switch between them at any time within the app. Data is strictly separated per household: accounts, recurring costs, and statistics from one household aren't visible to members of another.

When a member leaves the household

If someone leaves the household — for instance after a breakup — the existing data remains intact for the remaining members. See the FAQ for details on how this is handled.

Practical tip

Set up income and your preferred splitting mode as early as possible. That way, Evensum calculates settlements correctly from your very first recurring cost entry, and you won't need to recalculate anything retroactively.