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How to Create a Shared Space in Lumio
How to Create a Shared Space in Lumio

Creating a secure Shared Space in Lumio

Charlie Richardson avatar
Written by Charlie Richardson
Updated over 7 months ago

Since the 1st of April 2024, every new Lumio user (by default) has:

  • One Personal Private Space for your personal accounts and data.

  • One Shared Space for you and your partners shared expenses and accounts

However, not all accounts will have a Shared Space. To add a new Space:

  1. On any tab, tap on the dropdown top left (next to your profile picture or camera icon)

  2. Tap on the + New icon

  3. Enter your new Space name and tap Create Shared Space

  4. To invite your partner tap Invite Member (otherwise tap I’ll Do It Later)

  5. Tap the link icon and then Share Link to share the Space with your partner (through Whatsapp, Messenger, email or other channel)

  6. You’ll get a notification when your partner accepts your invitation - tap Got it

  7. Tap on all accounts you'd like to include in your new Space from those you’ve already connected to Lumio, or;

    1. Tap Connect More Accounts to link accounts to Lumio and add them to the Space

  8. Once you’ve connected all the accounts you want, then tap Continue, which will load the accounts, data and analytics into your new Space

Finished! You will now be able to flick between your personal Space, and your newly created Space by tapping the dropdown top left corner of any tab (next to your profile picture or camera icon).

If you’re having problems creating a Shared Space, please just get in touch via the in app messenger.

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