Switching between households
If you belong to more than one household, you can switch between them without signing out. All your user data (name, email, password) stays the same; only the data context changes — which accounts, categories, rules, and reminders you see.
How to switch
- Click your name in the top-left to open the profile panel.
- Below your email, you'll see a list of every household you belong to. The one you're currently signed in to is marked with a Current badge.
- Click any other household in the list. LedgerBear switches context immediately and the page reloads into the new household.
What changes when you switch
The entire left sidebar and main view refresh with the new household's data:
- Accounts list (and their balances).
- Categories, rules, reminders.
- The Cashflow dashboard totals.
- Your role and therefore what buttons are available. You might be an Owner in one household and a Viewer in another; the Settings link appears or disappears accordingly.
The household name in the top-left updates to the new household's name.
What doesn't change
- Your name and avatar initials.
- Your email address.
- Your password and any in-progress sign-in state.
- Any open tabs in other browsers — those stay on whichever household they were on before.
The "default" household
LedgerBear remembers the household you were signed in to as your default for next time. When you sign in later (or refresh), you land in that household. You can switch and the new one becomes your default until you switch again.
If you only belong to one household
The profile panel's household section shows just that one, marked Current, with no click-to-switch behavior (since there's nowhere to switch to). It's still there for reference so you can see the household name.
When to use multiple households
Common patterns:
- Personal + Shared. One household for your own finances, another shared with a partner for joint accounts and expenses.
- Personal + Work. If you track a side-business in LedgerBear, keeping it in its own household prevents business activity from muddying your personal reports.
Because data doesn't cross between households, switching is just a display-and-scope change — there's no "merge" or "copy between" feature. Set up each household once with its own accounts and categories, then live in whichever one is relevant.