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How to Switch from Cozi/TimeTree to Family Manager (Step-by-Step Guide)

Switching to Family Manager is fast and simple. You can recreate your family's schedules, lists, and routines in under 10 minutes.

Here's a clean, beginner-friendly migration process.

⭐ Step 1 — Create Your Family Manager Account

Go to:

👉 Create your free Family Manager account

  • Sign up with email (no credit card needed).
  • Then invite your family members (up to 5 free).

⭐ Step 2 — Recreate Your Calendar Events

For Cozi users:

  • Open Cozi → Calendar → Month View
  • Transfer recurring events (school, work shifts, sports)
  • Add birthdays/anniversaries
  • Set monthly & yearly reminders (Family Manager supports all repeat types)

For TimeTree users:

  • Open TimeTree → Check shared calendars
  • Add events manually into Family Manager (rarely takes more than 3–5 minutes)

Tip: Use color-coded categories for each family member for a smoother transition.

⭐ Step 3 — Move Your Shopping Lists

Cozi = Lists tab
TimeTree = Memo/Notes section

Copy/paste your:

  • Grocery lists
  • Household item lists
  • Shopping routines
  • Pantry refill items

Family Manager auto-syncs them in real time across all devices.

⭐ Step 4 — Add Your Notes & Household Info

Family Manager offers a dedicated Notes section perfect for:

  • Packing lists
  • School reminders
  • Monthly payment reminders
  • Vacation checklists
  • Kids' routines
  • Chores assignments
  • Pet care notes

Just move your notes from Cozi/TimeTree into their new categories.

⭐ Step 5 — Import Your Expenses (Optional but highly recommended)

Family Manager includes:

  • Expense tracking
  • Receipt scanning
  • Auto-categorization
  • Monthly budget planner

Use this section to track:

  • Bills
  • Groceries
  • Kids activities
  • Gas
  • School supplies
  • Vacations

You'll likely find this replaces 2–3 apps you previously used.

⭐ Step 6 — Set Up Meal Planning (Bonus Feature)

Unlike Cozi or TimeTree, Family Manager includes:

  • Weekly meal planner
  • AI-generated recipes
  • Automatic ingredient lists
  • Auto-sync with shopping list

Try one weekly plan — it's a huge time-saver.

⭐ Step 7 — Invite Your Family

Each member gets access to:

  • Calendar
  • Lists
  • Notes
  • Expenses
  • Weekly reports
  • Recipes & meals

Real-time sync means no more:

  • "Did someone add this?"
  • "Who's picking up groceries?"
  • "Did we pay this bill?"

🎉 Done! Your Family Is Now Fully Set Up

Switching from Cozi or TimeTree typically takes:

  • ⏱ 5–10 minutes
  • 📱 One device
  • 👨‍👩‍👦 No technical skills needed

And then everything stays synced automatically.