Sharing access to a single budget in an account

My father is in assisted living in another state and I'm managing his finances in a separate YNAB budget from my personal budget. My sister lives in yet another state and she handles his medical stuff (i.e. we've distributed the workload). However, if I get hit by a truck, while I have a system in place to ensure she can get all of my credentials (via 1Password) so she'd have access to my YNAB account, currently she has no way of even seeing his consolidated financial status that YNAB has enabled me to set up and maintain.

What would be the best way for me to provide her direct access to his budget, aside from paying for a second YNAB account? Ideally she wouldn't be able to see my personal budget. If something doesn't already exist, this may be an interesting feature request. Additionally, many tools (e.g. Grafana) can have multiple logins with differing permissions, i.e. reader, editor, admin, etc. Something like that for YNAB could potentially be useful.

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  • This isn't a new request and apparently something is "in the works" (no timeline, but coming sometime) which will hopefully address this situation.

    However, at this moment, if you want your sister to be able to see only your father's budget and not yours, the only option is a separate new account (which, yes, would be another annual fee)

    you can submit a feature request (located at the top of the forum, link along right side panel) indicating that you would be very interested in this feature, though.

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  • If you do not want to purchase a separate YNAB account you can always export the budget to spreadsheets and share those with your sister.

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  • ynaber2613 said:
    If you do not want to purchase a separate YNAB account you can always export the budget to spreadsheets and share those with your sister.

     Actually I just experimented with this method and it is not very clean, a lot of data manipulation and formulas will have to be created to present the data with running balances.  

    Another option would be for you to use YNAB to manage the budget and get her to use Mint to automatically import account data.  That would give her a visual of all balances and transactions.

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  • The issue is that she needs to be able to access and manage the data directly if I am no longer around, or at least to be able to review his currently financial status without having to log in to multiple accounts. I realize that's not an existing feature right now or in the near future, so I'll just keep my eye open for future features along these lines.

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    • Justin As Bruce suggested, please do submit a Feature Request so we know what you're looking for! So many YNABers are in your shoes, and I hope we're able to meet your needs in a future release. ❤️

      In the meantime, the best way to handle this is to either:
      1) Create an agreement with your sister that she'll not access your budget and set up an Apple or Google SSO for her to access your father's budget through your account now without giving her your credentials.
      2) Set up a new YNAB account specifically for your father's information that you both have access to. This would involve setting up a new budget for him. Historical data would be in *your* account, but current and future information would be in the new account.

      All the best to you and your family!

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  • Can you explain how to do this..."set up an Apple or Google SSO for her to access your father's budget through your account now without giving her your credentials.

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