Question 1

How budgeting works when you join

Accepted Answer

Understanding what happens to your transaction history and when budgeting begins.

Question 2

How to invite your partner

Accepted Answer

Learn how to add your partner to your household so you can start managing finances together.

Question 3

Understanding the dashboard

Accepted Answer

A quick tour of your main dashboard and what the different numbers mean.

Question 4

Setting up income for fair splitting

Accepted Answer

Configure your monthly income to enable proportional expense splitting.

Question 5

Adding a manual transaction

Accepted Answer

How to record an expense if you haven't connected a bank account.

Question 6

Marking transactions as Mine, Theirs, or Shared

Accepted Answer

Control privacy and splitting by setting the correct transaction type.

Question 7

Understanding transaction categories

Accepted Answer

How to organize your spending with categories.

Question 8

Creating transaction rules

Accepted Answer

Save time by automating how recurring transactions are categorized, split, and tagged.

Question 9

Creating custom categories

Accepted Answer

Organize transactions your way with custom categories and split ratios.

Question 10

Using tags to organize spending

Accepted Answer

Track spending across multiple categories with tags for vacations, projects, and reimbursements.

Question 11

Understanding the Recurring page

Accepted Answer

Overview of the Recurring page and its features.

Question 12

How recurring detection works

Accepted Answer

How Halfway automatically identifies your recurring expenses.

Question 13

Reviewing suggested recurring bills

Accepted Answer

How to confirm or dismiss automatically detected recurring expenses.

Question 14

Adding recurring expenses manually

Accepted Answer

How to add a recurring expense that wasn't detected automatically.

Question 15

Using the calendar view

Accepted Answer

Visualize when your bills are due throughout the month.

Question 16

Upcoming bills and renewal reminders

Accepted Answer

Never miss a payment with bill reminders.

Question 17

Creating a shared budget

Accepted Answer

Set spending limits for household categories like Groceries or Rent.

Question 18

Creating a personal budget

Accepted Answer

Track your own private spending without affecting the household view.

Question 19

Understanding 'Left to Spend'

Accepted Answer

How we calculate what you have remaining in your budget.

Question 20

Budget rollover explained

Accepted Answer

What happens to unspent budget money at the end of the month?

Question 21

Connecting your bank account via Plaid

Accepted Answer

Link your accounts to automatically import transactions.

Question 22

Why isn't my bank syncing?

Accepted Answer

Troubleshooting common connection issues.

Question 23

Disconnecting a bank account

Accepted Answer

How to remove a linked account and stop syncing.

Question 24

Which institutions are supported?

Accepted Answer

Information about bank coverage.

Question 25

What's included in Premium?

Accepted Answer

Overview of the benefits of upgrading to Halfway Premium.

Question 26

Does Premium cover both partners?

Accepted Answer

One subscription covers the entire household - either partner can subscribe.

Question 27

How to upgrade to Premium

Accepted Answer

Steps to subscribe to the Premium plan.

Question 28

How to cancel Premium

Accepted Answer

Instructions for ending your subscription.

Question 29

What happens if the Premium subscriber leaves?

Accepted Answer

How Premium is affected when the account that purchased it is removed or deleted.

Question 30

How expense splitting works

Accepted Answer

The math behind shared expenses.

Question 31

Setting a custom split ratio

Accepted Answer

How to split specific transactions differently (e.g., 60/40 or by amount).

Question 32

Understanding who owes whom

Accepted Answer

How the running balance is calculated.

Question 33

Recording a settlement payment

Accepted Answer

How to clear the balance after paying your partner.

Question 34

Handling refunds for shared expenses

Accepted Answer

How to properly handle refunds and returns for transactions that were originally split.

Question 35

Changing your profile information

Accepted Answer

Update your name or avatar.

Question 36

Updating notification preferences

Accepted Answer

Control which emails and alerts you receive.

Question 37

Exporting your data

Accepted Answer

Download your transaction history.

Question 38

Removing a household member

Accepted Answer

What happens when you remove your partner from the household.

Question 39

Deleting your account

Accepted Answer

Permanently remove your data from Halfway.

Question 40

How is my data protected?

Accepted Answer

Information about encryption and security measures.

Question 41

What can my partner see?

Accepted Answer

Understanding privacy within a household.

Help Center

Getting Started

Transactions

Recurring Bills

Budgets

Bank Accounts

Premium

Splitting & Settle Up

Account & Settings

Privacy & Security

Ready to try Halfway?