Private household records
Family Assets
Features for households that need a record, not another pile of notes.
Explore the core parts of Family Assets, from the family workspace itself to permissions, people records, documents, transactions, and household inventories.
Core platform
Start with the product capabilities that make the household record usable
Each page explains the feature itself, where it removes friction, and which use cases it supports.
Family workspace
Create one family-scoped operating context for people, assets, documents, and household history instead of spreading them across separate tools.
Roles and permissions
Let family members and trusted helpers work from the same record with explicit family-scoped access instead of informal forwarding and oversharing.
People records
Keep a structured directory of the people in the household so ownership, responsibilities, and related records stay attached to real individuals.
Relationship records
Represent partner, spouse, parent, and child relationships directly in the system so family structure stays visible during planning and transitions.
Document vault
Keep receipts, contracts, proofs, and supporting files connected to the people, assets, and transactions they explain.
Transaction history
Track purchases, recurring costs, and related proofs so household financial context survives beyond the statement line.