Browse by topic
Getting started
8 articles
Create your account, sign in, finish guided setup and find your way around.
Households & people
7 articles
Households, the people in them, roles and permissions, invitations and sharing.
IDs & documents
8 articles
Add, scan and summarise documents, bulk intake, previews, masked values and expiry dates.
File storage
7 articles
Choose where files live — Personal360, Google Drive, OneDrive, Dropbox or your own NAS.
Medical & health
9 articles
Health profiles, medications, medical reports, lab analysis and comparisons.
Finances, home & planning
5 articles
Bank accounts, property and utilities, history timelines, appointments and alerts.
AI assistant
4 articles
Ask questions about your records, what the AI can and cannot see, and Telegram.
Privacy, security & your data
5 articles
Encryption, the activity log, exporting and deleting your data, keeping your account safe.
Administration
6 articles
Master-admin tools: admins, AI providers, AI insights, cloud and billing, the Help Center.
Troubleshooting
5 articles
Fixes for the most common problems — sign-in, previews, alerts, the assistant and lab values.
Start here
- Find your way around Personal360A tour of the Personal360 layout - the sidebar sections, the household selector, the search and ask bar, the setup progress strip and your account menu.
- Set up your household with guided setupGuided setup walks you through five steps - household, people, file storage, documents and health - with a progress ring, a recommended next step and optional skips.
- Add a person to your householdAdd yourself, family members or anyone whose records you keep. Government IDs and phone numbers are encrypted and shown masked by default.
- Add an ID or documentRecord a passport, licence, policy or any other document against a person, with its number encrypted and its expiry date watched for renewals.
- Choose where your files liveDecide, per household, whether document files are kept encrypted by Personal360 or stay in your own Google Drive, OneDrive, Dropbox or NAS.
- Household roles and permissionsEach household member has one role - Owner, Adult, Limited or Member - that controls whether they can edit, reveal masked values, export data or manage access.
Recently updated
- Add an ID or documentRecord a passport, licence, policy or any other document against a person, with its number encrypted and its expiry date watched for renewals.
- Ask the assistantAsk plain-language questions about your household records, or how to do something in Personal360, and get a short answer with the records it used.
- Bank accounts and financesRecord each person's bank accounts with encrypted, masked account and routing or IFSC numbers, and see every account in the household on the Finances page.
- Can't sign inFix common sign-in problems — wrong password, Google sign-in errors, expired or used reset links, being signed out, and an empty account after signing in.
- Choose where your files liveDecide, per household, whether document files are kept encrypted by Personal360 or stay in your own Google Drive, OneDrive, Dropbox or NAS.
- Create a householdA household is the vault that holds your people, documents and records. Create one from the People page and you become its Owner.
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