Finances, home & planning
Bank accounts, property and utilities, history timelines, appointments and alerts.
- 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.
- Property and utilitiesTrack your home's services, such as electricity, water and internet, with provider, masked account number, monthly cost, autopay and contract renewal date.
- History timelinesKeep each person's job, address and travel history with dates, and review everyone's timelines together on the History page.
- Appointments and calendarAdd appointments and events by hand or import upcoming events from Google Calendar, link them to a person, and ask the assistant what's next.
- Expiry alertsPersonal360 emails your household before documents such as passports, visas and insurance policies expire, by default 90, 60, 30 and 7 days ahead.