Understanding the Finance Category

The Finance category helps you build a clear, complete view of your financial life in one place. It's where you organize key accounts — bank accounts, credit cards, investments, loans, and more — for each person in your household. In everyday life it keeps things organized; in a moment that matters, it helps the right person step in without guessing.

The easiest way to start is to upload documents — just drop them on the homepage of your account. You can also add an account manually with the + button next to Finance. Common starting points include:

• Bank and credit card statements

• Investment accounts

• Loan and mortgage documents

• Retirement accounts (e.g., 401(k), IRA)

• Education savings plans (e.g., 529)

When you add a file, Autopilot extracts key details, suggests connections across categories, and creates helpful reminders. For many institutions, it also fills in logos, website links, and contact information. If an institution or its details don't populate, flag it — we're continuously improving coverage.

Connect related information across categories. For example, if you store online banking credentials in the Passwords category, link that login to the matching account in Finance using the Connections section — so access is faster and more intuitive when you need it.

Not sure where to begin? Chat can guide you. Try:

• "What financial information should I add first?"

• "What am I missing for a complete financial picture?"

• "What would my family need access to in an emergency?"

Chat can generate simple checklists and next steps based on your situation.

Each financial page includes a Notes section — a great place for instructions or context a family member might need to understand how an account is used, accessed, or managed. You can also store supporting files like statements and set reminders for dates that matter, such as payment or renewal deadlines.