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 a shared workspace where family members can safely track their assets and debts together
- Set custom privacy settings to control what financial info each family member can view
- Store important family documents like wills and tax returns in one secure place
- Get a real-time overview of everyone's net worth on a single dashboard
- Share tasks and manage family contacts while keeping sensitive details private
