When you link an account to your Shared Space, you automatically share all the transactions and balances associated with that account into that Shared Space.
If you’re only looking to share some of the transactions to your Shared Space, we suggest you simply connect this account and share the transactions from your Personal Space to your Shared Space.
If you have a Joint account with your Lumio partner, we suggest you connect and link your Joint account to your Shared Space.
There are two ways you can link an account to your Lumio Shared Space.
First, if you’ve already connected the account, follow these steps:
Tap on the dropdown profile bar in the top left of your screen.
Tap on the Settings for the Space you want to link an account to.
Tap on Linked Accounts
Select and tick the boxes you want to share with your partner.
If you haven’t yet connected the account you want to share. Follow these steps:
Go to the Accounts feed i.e Lumio Accounts page
Tap Connect account at the bottom of your account balances
Select what bank or provider you'd like to add (i.e. Monzo, HSBC, Nutmeg) - you can see our full list of connections here.
Select what type of account you want to connect (Personal / Joint / Both).
Once your account is connected - the final screen will give you the option to select and tick the boxes you want to share with your partner.