My wife and I have a joint account, but when I try to do a budget using that account she can't see it on her end. How do we use the new budget tools to share a budget?
We also have some accounts that aren't joint that I bring into my budget. Can those be shared as well into the budge so we both can see it and interact with it?
If it's just a tool only one person can use then I don't see much value in it for married couples. Otherwise it's fantastic.
Evening @Summerlife, there may be a way to grant access in order to view the balances. For best assistance please chat with us via USAA.com or the mobile app. This way a representative can walk you through the process. I hope this is helpful we look forward to chatting with you soon. -Emily