Connections: Link Everything That Belongs Together

Most tools make you file every piece of information in one place and one place only. Trustworthy works the way your family actually works: the things in your life are related, so Trustworthy lets you connect them. Connections let you link any page to the other pages it relates to, without having to decide on a single "correct" folder for each one.

Instead of asking "where does this belong?", you can simply say how things relate. Your house in Property can be connected to the password for the garage door, the bank account that pays the mortgage, and the contacts who handle your landscaping and electricity. Your dog's page in Family can be connected to his care instructions and his veterinarian. Each page still lives in its home category, but its connections give you the full picture of how everything fits together.

You don't have to build all of this yourself. As Trustworthy reads the documents you add, it connects them to the people, accounts, and property they name. A brokerage statement connects to the account holder listed on it. A homeowners policy connects to the home it covers and to the people insured.

What happens next depends on what is at the other end of the connection:

• If both pages are already in your account, Trustworthy makes the connection for you, saving you time. It appears in the Connections section of both pages right away. For example, you might file a savings account statement to its page in Finance. Because the statement names you as an account holder, that account then appears in Connections on your page in Family.

• If the document introduces something new—an account or a policy you have not added yet—it waits in your Inbox for review. Accepting it there brings its connections with it.

Either way, nothing is permanent. If a connection is not useful to you, you can remove it—see Remove a Connection below. We encourage you to add your own as well, which we'll describe next.

You can connect almost any page in your account to any other, across every category. A few examples of the kinds of connections families create:

• A home connected to its mortgage account, homeowners insurance policy, the garage-door password, and the contacts for landscaping, electrical, and cleaning services.

• A vehicle connected to its auto insurance policy, auto loan, and the contact for your repair shop.

• A family member connected to their bank accounts and the contacts for their doctor and their school.

• A pet connected to their care instructions and their veterinarian's contact.

Because a connection simply links two pages, the same page can be connected to as many others as you like. Nothing is duplicated and nothing is moved out of its category.

You can add a connection from any page in a few clicks:

1. Open the page you want to connect from (for example, your home in Property).

2. Scroll to the Connections section and click Add.

3. In the search box, start typing the name of the page you want to link to. Trustworthy also suggests recently viewed pages.

4. Select the page from the results. The connection is added right away and appears in the page's Connections section.

A connection can show up in two places on a page, depending on how the two things relate:

• In the Connections section—a dedicated list of the other pages this page links to.

• Within the page's Details—some key relationships appear right alongside the page's other information. On a pet's page, for example, its owners and its home address appear under Details.

In most cases a connection appears on both pages you've linked, so you can find it from either one. Connections work the same way in the Trustworthy web app and the mobile app.

To remove a connection, open the page where you can see the connection, find the item in the Connections section, and choose to delete the connection. Removing a connection only unlinks the two pages—neither page and none of its files are deleted.