Halis
Help article

What others can see of my money

Joining a group does not automatically reveal all your personal accounts. Group expenses and account access you grant are separate kinds of sharing.

Visibility depends on the shared space and active access. A group and a shared account provide different views: first check where you are recording information and who has access to that space.

What belongs to the group

Members with group access can see its shared expenses, splits between people, settlements and resulting balances. An expense’s description, amount, currency, date and payer help explain the common transaction.

Participating in just one expense is not a privacy rule within the group. Selecting people for a split identifies who covers a share; it does not create a private conversation between those people.

Before confirming a purchase, check the displayed group and description. Do not add a detail intended only for personal tracking to a group description on the assumption that others will not see it.

What group roles allow

An observation role permits reading. A contribution role allows participation and expense actions; administration adds group management through the provided commands. Seeing a transaction therefore does not mean being able to edit it or invite someone.

To check this context, inspect group members and rights. Expense correction options also depend on who paid; open its detail to see available commands.

What a shared account shows

View opens the relevant account’s balance and transactions. Add also allows adding, correcting and deleting transactions. Manage adds actions including balance adjustments and management of existing access.

Sharing provides a view of that account’s journal, including information recorded before sharing began. Do not treat it as access restricted to one purchase or a selection of recent transactions.

Your other accounts, envelopes and personal goals do not automatically become accessible through this sharing. For example, sharing the household cash account does not by itself open your separate personal account.

Examine access one item at a time

  1. Inspect the shared account’s people and their rights.
  2. Check the relevant groups’ members separately.
  3. Check other accounts that may be shared with the same person.
  4. Change or remove each access that no longer matches your arrangements.

The same person can be a group member and have access to several accounts. Removing one access does not remove the others. Account invitations and group roles are separate mechanisms.

Understand what removal changes

Removing account access does not erase transactions already in its journal. The history still serves the tracking of people who retain access. Do not delete real transactions simply to change a list of people.

A rights change needs to be reflected through exchanges with the service. If a device is offline, do not infer from an old screen that every access has just been updated. Sharing concerns Halis data; it does not provide direct bank access.