Understanding Categories, Items, and Detail Pages

In Trustworthy, your information is organized into a simple, two-level structure: Categories and Items. Categories are the main organizational folders for your vault, and Items are the individual records you store within them. Understanding this structure is key to keeping your family's information secure and easy to find.

Categories are the primary way information is grouped in your vault. You will find the complete list of Categories in the main navigation menu on the left side of your screen.

A category's appearance tells you its status:

• Bolded: A category in bold text (e.g., Family, Finance) contains at least one item.

• Grayed-out: A grayed-out category (e.g., Legal, Business) is currently empty.

When you click on a Category, you will see all the Items it contains. Items are the specific pieces of information you've added, such as a bank account, a passport, or a property deed. By default, items are displayed in a grid of tiles.

You can change this view by clicking the three-dot menu icon next to the category title and selecting View as list.

There are two ways to add a new Item from a category page.

• Manual Addition: Click the blue plus (+) icon at the top of the category page. This will open a dropdown menu where you can select the specific type of item you want to create (e.g., Checking Account, Auto Loan).

• Guided Addition: Click the yellow lightbulb icon. This opens a panel with two options:

Clicking on any item tile will take you to its details page, where you can manage all its associated information. This includes

• Details: Displays all the key information about the item, much of which is automatically extracted from your uploaded documents.

• Connections: Allows you to link this item to other related items, such as connecting a vehicle to its insurance policy.

• Documents: Contains all the files and documents associated with this item.

• Notes: A space to add any freeform text or notes related to the item.

• Reminders: Set up and manage reminders for important dates, like a policy expiration or a registration renewal.

To change the name of an item, navigate to its details page and click the pencil icon next to the title. Type the new name and click away to save the change.

Each item has its own file storage area. Here, you can upload related documents.

• To create a new folder for better organization, click the + Add button in the Files section and select Add folder.

• Give the folder a name (e.g., "Statements," "Expenses") and click Create.

Connections allow you to link the item to other people or items in your Trustworthy vault. For example, you can connect a family member to a bank account they have access to.

Reminders are proactive notifications designed to alert you about upcoming dates and deadlines. Trustworthy creates and manages reminders in two ways, giving you a complete system for tracking everything that matters.

• Automatic Reminders: When you add a document with a clear expiration date—such as a driver's license, passport, or insurance policy—Trustworthy automatically identifies that date and creates a reminder for you.

• Custom Reminders: You can manually add a reminder for any task or event. This is perfect for tracking things that don't have an associated document, like renewing a parking pass, paying an annual fee, or scheduling an appointment.