Help › Your family file and sharing it
Your family file and sharing it
Everything you enter is saved in one family file, in iCloud Drive or on this device. Your spouse can open the same plan on their own device.
Steps
- To change an answer, tap Family, then the topic, such as Savings.
- To let your spouse open the plan, tap Family, then "Add your spouse", then "Make a code".
- Share the code or let them scan the QR code. They open the plan in AidAhead or Taxtirement and enter the code once.
- If the plan says it's locked on a device, tap "Join or recovery code", enter the code and tap Unlock.
Good to know
Recovery code
When the plan is first encrypted, AidAhead shows a recovery code once. Keep it somewhere safe: it's the only way back in if you lose access to your devices.
Spouse codes
A code for your spouse works one time, for 7 days. Make a new one if it expires.
One file, two apps
AidAhead and Taxtirement can share one family file. Each app changes only its own part and keeps the other's as it is.
Where it's kept
In iCloud Drive if you save it there, or on this device. AidAhead has no servers and never uploads it.