Household

Household

Household overview — manage people, assets, and who can sign in.

Profile people for attribution — not the same as login access.

Name Relationship Contributes income Notes

Add profile person

Household financial overview — yearly, year-to-date, and monthly summary.

Fixed costs first (rates, tax, insurance), then variable spend you can trim.

Drag and drop a file here

Bank and credit card statements: PDF only, for extraction. Other documents: PDF or image, upload only.

or

No file selected.

Your household document library. Filter by type, who owns it, and when it was uploaded.

Your data belongs to you. Clear any part of it—or everything—whenever you want. Deletions are permanent and cannot be recovered.

Statement data

Deletes all transactions and statement import history for this household. Keeps accounts, categories, uploaded files, and household people/assets.

Uploaded files

Deletes all original uploaded PDFs/files for this household (database records and stored bytes). Does not delete transactions already imported from those files.

People & assets

Removes household profile people and assets. Family is recreated automatically. Login access (who can sign in) is kept. Attribution links on transactions are cleared.

Reset everything

Permanently deletes transactions, accounts, statement history, categories, uploaded files, people, assets, and rebuilds a blank household. This cannot be undone.

Type RESET below to enable the destructive action.

Expense class

Name Description

Choose an account, year, and month to browse transactions.

Year-to-date rental totals for every property, then pick one to see the detail. Files stay under Household → Assets.

Income by household member — categories show where money comes from.

Expense by household member — categories show where money goes.

Fixed vs variable

Expenses extracted from credit card statements.

This is the Google account you use to sign in. Household people and assets are managed under Household.