This task can be performed using Sabal Finance
Turn Family Finances Into Teamwork — Without Oversharing or Losing Clarity
Best product for this task
Sabal Finance
fintech
Most financial tools are built for individuals, not families. Sabal creates shared financial workspaces for couples, siblings, and people supporting aging parents. Get one clear view of your family’s finances — with control over what each person sees. From tracking net worth and storing encrypted documents to assigning tasks and managing contacts, Sabal helps your family plan ahead, stay organized, and work together without oversharing.
What to expect from an ideal product
- Create private financial workspaces where family members see only what they need to see
- Track shared expenses, assets, and net worth in one central dashboard
- Store important financial documents securely with military-grade encryption
- Assign money-related tasks to specific family members and track completion
- Keep a shared contact list of financial advisors, accountants and other professionals
