Expanse Planner

Cashflow guides

Share Your Cashflow With Your Family

One file in iCloud Drive, shared from Files or the Finder with the people you budget with.

Everyone opens the same file in Expanse Cashflow. Sharing is iCloud’s: the file stays in your own iCloud Drive, and who can open it is set there.

Put the file in iCloud Drive

  1. On iPhone or iPad, when you create a cashflow, choose iCloud Drive as where it lives. For one you already have, open Files, touch and hold the file, choose Move and a folder in iCloud Drive.
  2. On the Mac, save it in iCloud Drive, or drag it there in the Finder.
  • Every device signed in with your Apple Account sees it.

Invite someone

  1. In Files on iPhone or iPad, touch and hold the file and choose Share. On the Mac, select the file in the Finder and choose File ▸ Share.
  2. Choose Collaborate, not Send Copy, so you both work on one file.
  3. Choose who can open it and whether they Can make changes or View only, then send the invitation in Messages or Mail.

Open a cashflow shared with you

  1. Accept the invitation.
  2. In Files, choose Shared. On the Mac, the Finder’s iCloud Drive has a Shared folder.
  3. Open the file. It opens in Expanse Cashflow like any other.
  • With View only, you can read the cashflow but not change it.

When you both make changes

  • It is one file. When the other person saves, your copy reloads within a few seconds.
  • Take turns on an item. A change the app hasn’t saved yet when the other person’s save arrives doesn’t survive the reload, so finish the item, then move on.

Stop sharing

  1. In Files or the Finder, choose the file, then Manage Shared File.
  2. Remove a person, change what they can do, or choose Stop Sharing.
Note: Expanse Cashflow sends nothing to us and keeps no copy of a shared cashflow. Who can open the file, and whether they can change it, is set in iCloud and can be changed or stopped there at any time.

Related

Written for this site, 2026-11-09. The app’s own Help doesn’t cover this yet.