Managing Lists

Opening list options

1. Open the list you want to manage.
2. Tap the three dots in the top right corner of the list screen.
3. Smart Lists opens the list menu with the management actions available for that list.

Renaming a list

1. Open the list.
2. Tap the three dots in the top right corner.
3. Select the option to edit or rename the list.
4. Enter the new name and save it.
5. The new name appears inside the list and on its Home tile.

Pinning and unpinning a list

1. Go to Home and find the list tile you want to pin or unpin.
2. Tap the pin icon on that list tile to select it and pin the list.
3. Tap the selected pin icon again to unpin the list.

Sharing a list

1. Open the list.
2. Tap the share icon.
3. Create an invitation code.
4. Send the invitation code to the person you want to add.

Viewing members

1. Open the list.
2. Tap the three dots in the top right corner.
3. Select “Members”.
4. Smart Lists shows the members who currently belong to that specific list.

Changing list settings

1. Open the list.
2. Use the settings control shown for that list type.
3. Review the options currently enabled and change only the settings you need.
4. “Budget” Lists can expose additional settings such as Payer Tracking or Balance Sync.

Leaving a list

1. Use “Leave list” when you want to remove yourself from a shared list without deleting the list for everyone else.
2. Open the list options and choose “Leave list”.
3. Read the confirmation message before continuing.

Deleting a list

1. Use Delete when the list itself should be removed.
2. Open the list options and choose the delete action.
3. Read the warning carefully, especially if other people use the list.
4. Confirm only when you are sure the list should be deleted.

Difference between leaving and deleting

Leaving removes you from a shared list while allowing the list to continue for the remaining members when supported.

Deleting removes the list itself.

Use the action that matches what you actually want to happen.