Share a scenario

• Only the owner can share a Scenario.
• The recipient must already have a Cashflow Scenarios account.
• The email you enter must match the recipient's account email.
• Sharing availability and the number of owned Scenarios you can share depend on your plan.

1. 1

   Open the Scenario

   Open a Scenario you own and choose Sharing.

2. 2

   Open the invitation form

   On the Shared page, choose Share a scenario and select the Scenario you want to share.

3. 3

   Enter the account email

   In Collaborator email, enter the email connected to the recipient's existing account.

4. 4

   Select access

   Under Role, choose Viewer or Editor.

5. 5

   Confirm the invitation

   Choose Send invitation, then review the pending invitation under Shared by me.

The invitation appears under Invitations on the recipient's Shared page. The recipient can review the Scenario name, owner, assigned role, and invitation date, but cannot open the Scenario or see its financial details yet.

You can choose Revoke invitation under Shared by me before it is accepted. While pending, the Scenario counts as shared for plan-limit purposes.

After the recipient chooses Accept, the Scenario moves to their Shared with me section. It stays in your Shared by me section, where you can see the assigned role, choose Update role, add another collaborator, or choose Revoke access.

Acceptance does not transfer ownership or add the Scenario to the recipient's normal Scenarios page.

• No existing account matches the email entered in Collaborator email.
• That person already has a pending or accepted invitation for the Scenario.
• You entered the email connected to your own account.
• You have reached the shared-Scenario limit for your current plan.
• Scenario sharing is not included in your current plan.

Check the email and your plan's sharing availability, then try again. If a previous invitation already exists, manage that invitation or collaborator under Shared by me instead of creating a duplicate.