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Dashboard widgets will live here.
Monthly trends, budgets, and alerts are planned for the next iterations.
RentMonthly · due on 1st
850.00InternetMonthly · due on 12th
39.90InsuranceYearly · review required
240.00Settings navigation
Clicking Settings in the sidebar only expands this submenu. Choose a nested item to open a dedicated management page.
User and family
Family profile
Family
Family metadata and role management will be extended here.
Bank accounts
Account rules
Every record belongs to an account.
Later we can add visibility, archive state, account groups, and balance correction entries.
Categories
Category design
Shared by the family.
Each category has a name, icon, color, and income or expense type.
Labels will allow cross-category tagging.
Examples: Vacation, Business, Reimbursable, Kids, Medical.
Templates will speed up repeated records.
They will prefill type, account, category, amount, merchant, and note.
Saved filters will appear here.
They will preserve category, person, account, type, date range, and amount constraints.