How to create a family on the SmEx: Smart Expense Manager

A. Create a family

To create a family, you need to do the following:

1. Go to “Family Account”.

2. Enter the family name you want.

3. Each family will have a number code as shown in Picture 3.

4. Besides the number code, other members can join the family by scanning the QR code as shown in Picture 4.

B. Join the family

- To join a family, you need to do the following:

1. Go to “Family Account”.

2. Enter the family code you want to enter.

3. In addition to step 2, you can participate by scanning the QR code.

4. After entering the code, it is necessary to wait for the head of the family to accept in order to participate. 

- After another member requests to join the family, the family creator can do the following:

1 and 2. Agree/Deny to admit members to the family.

3. After agreeing to a family member, the family creator has the right to kick this member out of the family at any time.

- After joining the family, to see the data of other members as well as the whole family, you need to do the following:

1. Click on the avatar to select the account you want to view.

2. Family account. (You can see all notes of the whole family in the same Overview screen)

3. Accounts of the other family members.

4. After selecting the family account, the icon and data will update as shown in Figure 4. This data is for the whole family combined.