Rename your family members

On the Overview tab, click the name of any member card (it's underlined and editable inline). Type your family member's real name and press Enter. Repeat for each person. You can also add or remove members with the + Add Member button.

Set your household income goal

Go to Transactions → Household Settings. Click the green income goal value to edit it. Set your monthly target (e.g., $8,000/mo). This drives your progress bars and summaries.

Update your monthly expenses

Go to the Expenses tab. Click the ✏️ edit button next to each expense row to update the category name and amount to match your real household bills. Remove demo entries and add your own with the + Add button. You can also attach proof images (receipts/screenshots).

Configure your mortgage (optional)

Go to the Mortgage tab. Click any ✏️ Edit link under a stat to update it with your real property data. Edit contribution records to reflect who pays what portion of the mortgage. The equity bar will update automatically.

Log income & expenses daily

Use Transactions → Quick Add to log any income or expense for any family member. Select the member, choose Income or Expense, enter the amount, category, date, and optional notes. You can attach a receipt photo as proof.

Save & back up your data

Click 💾 Save in the top-right header to download a backup JSON file of your dashboard state. Use 📂 Load to restore from any backup. The purchased version also syncs across devices automatically via the cloud backend.