Not yet a family member
Your account is signed in but has not been added to the family space yet. Ask the admin to add you.
Committed — next 30 days
Spend this month
Net worth
Due this week & overdue
Net position — what we owe
Paid this month — by member
Notifications
Get an alert when your bills are due, go overdue, or a debt payment is coming up.
Debt payback — tracking over time
Import bank statement
Upload a statement CSV (Monzo or similar). Recurring payments are detected and proposed as monthly bills — nothing is added until you approve it. Items land in the space you're currently in.
Recent payments
Recently received
Buffer — rainy day fund
Nationwide BufferA standalone pot. Money in and out is recorded here only — it is not reconciled against bills, expenses or accounts. The figure is simply what is left.
Remitly rate
USD amounts convert to pounds at the mid-market rate less this margin. The mid updates itself nightly; when Remitly's everyday rate moves, type it here and the margin recalibrates.
Budgets this month
Set a monthly figure per category; the bar shows what has actually been spent against it this month.
Quick expense
Recent expenses (60 days)
AI capture
Paste a bill, email or statement. Claude will propose items to add to the planner — you review before anything is saved.
Financed assets (from Debts)
Assets recorded against a loan or mortgage in the Debts tab — value, what's owed, and equity. Edit them there.
Payback planner
What-if: choose a debt, set what you could pay, and see when it clears and what the interest costs — against what you're paying now.
Recent debt payments
Monthly close — last 6 months
In vs out vs debt paid down. Net positive months build the position; negative months erode it.
Monthly totals — bills + expenses
Category breakdown — last 90 days
Budgets — this month
Export
Download the data as CSV for the accountant or your own spreadsheet.
Family members
Add an existing login account to the family space by email. Creating new login accounts and resetting passwords stays in your GTD console.
Accounts
Not bank reconciliation — these mark money held by people or in transit: floats held by a family member, cash pots, money with an intermediary. Tag payments with them so held money is traceable.
TRJ Farms access
Members ticked here can enter and see the TRJ Farms space. Family, private and business data stay unaffected.
Backups
A full backup runs automatically every night at 02:00 UTC and lands below (60-day retention), with an off-platform copy to SharePoint when configured. Manual export remains for the before-migration snapshot. Restore procedure: BACKUP-AND-RESILIENCE.md in the repo.
WhatsApp notifications
Set up per person — they don't need to do anything technical beyond a one-off opt-in from their phone: save +34 644 44 21 48 as a contact, WhatsApp it "I allow callmebot to send me messages", and it replies with their personal API key. Enter it below with their number, switch them on, and tick exactly which events notify them.