- Open the Spaces tab and tap Create a new Space.
- Name your space - 'Sharma Family', anything you like.
Pick the instruments you want to share. Each type has its own sharing level, shown before you select it:
- Bank accounts: just the total balance, no transactions (and you can pick accounts one by one)
- Mutual Funds, Holdings, NPS: just the total portfolio value
- Loans: only the debt value
- Cash on Hand: just the total value
EPF and PPF can be connected or added here too.
- Invite your people: pick contacts from your phone and they get an SMS invite. A Fold account is necessary to join a Fold Space - once they accept, they pick what they share, and both of you see each other's chosen instruments in the space.