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Sharing a Transaction to a Shared Space
Sharing a Transaction to a Shared Space

Here's how to share a transaction from your Private Space to your Shared Space in Lumio.

Tom Richardson avatar
Written by Tom Richardson
Updated over 6 months ago

Sharing a bill, expense or one-off transaction within Lumio is part of our special sauce. Scroll down to read how to Share a transaction.

Most couples spread their shared expenses across their personal bank accounts, credit cards and Joint accounts. Lumio gives you a single source of truth across it all.

With Lumio, you can share transactions to a Shared Space one at a time, or bulk share lots of transactions at once. When it comes to sharing Recurring costs, you do this the same way as normal transactions.

To share any expense or bill into your Shared Space, just follow the below steps (or follow the screenshotted version below for guidance):

Sharing a Transaction to Your Shared Space

  1. Go to your (Personal) Private Space in Lumio, by tapping on the profile icon in the top left of the screen. Select your Private Space.

  2. In the Home tab, scroll down to 'Recent Transactions' and select 'See all'

  3. You'll see a list of 'My Transactions' - this contains a list of all the transactions of the accounts connected to your private space.

  4. Press & Hold one of the transactions you want to share to your Shared Space.

    1. To share a one-off transaction, tap 'Share'.

    2. To bulk share transactions, tap 'Select'.

      1. Multi-select all the other transactions you want to share.

      2. Tap 'Share Selected Transactions' at the bottom of the screen.

  5. On the 'Share to Space' screen, mark the box of your Shared Space.

  6. Tap 'Share to Selected Space' at the bottom of the screen.

Sharing a Transaction to Your Shared Space (with screenshots)

  1. Go to your (Personal) Private Space in Lumio, by tapping on the profile icon in the top left of the screen. Select your Private Space.

  2. In the Home tab, scroll down to 'Recent Transactions' and select 'See all'

3. Press & Hold one of the transactions you want to share to your Shared Space.

  • To share a one-off transaction, tap 'Share'.

  • To bulk share transactions, tap 'Select'.

    • Multi-select all the other transactions you want to share.

    • Tap 'Share Selected Transactions' at the bottom of the screen.

4. On the 'Share to Space' screen, mark the box of your Shared Space.

5. Tap 'Share to Selected Space' at the bottom of the screen.

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