User guide

Full reference for the app on your iPhone: onboarding, Home (Upcoming reminders and 30-day list), Money (Income · Budget · Net worth, optional log spending), Plan (Goals, Analysis, Estate, Family, and Docs upload), You (local reminders & notifications, security, PDFs), and how your data stays on device.

Prefer a shorter path? See Explore the manual on the home page. Estate planning guide (purpose & benefits). Content below is generated from the project’s master document (screenshots omitted in this view).