MONDAY · YOUR FAMILY AT A GLANCE
Good to see you
Keep important family information organised in one secure place.
Today
Quick actions
Shortcuts for common tasks
Upcoming reminders
Renewals, payments and scheduled services
◷Nothing scheduled yet
When you add reminders, upcoming items will appear here.
Family space
Everyone shares the same family records
Sensitive sections will ask for the separate shared family security PIN.
LIFEDESK MODULE
Module
This section is part of your LifeDesk family workspace. Its record forms and data views will be added in the next development steps.
Module structure added · Record management in progress
FAMILY OVERVIEW
Reports
Explore family records, upcoming obligations and important dates using detailed filters.
Report filters
Combine filters to create a focused report.
Report results will appear here.
FAMILY & RECORDS
Insurance
Keep policies, premiums, nominees, claims and their supporting documents together for your family.
♧No insurance policies yet
Add your first policy to start tracking premiums and renewals.
FAMILY & RECORDS
Vehicles
Manage vehicle details, registrations, renewals, servicing, costs and supporting documents.
▣No vehicles yet
Add a vehicle to track its documents and maintenance.
FAMILY & RECORDS
Home maintenance
Track household appliances, routine servicing, maintenance dates and related documents.
⌂No maintenance items yet
Add an appliance or household maintenance item to get started.
FAMILY & RECORDS
Property
Keep your property details, house tax and water bill payments in one place.
No properties added yet
Add a property to manage its records and payments.
FAMILY & RECORDS
Warranties
Keep product warranties, expiry dates and supporting documents together.
No warranties added yet
Add a product warranty to track its expiry date.
FAMILY & RECORDS
Family records
Add and manage multiple identity documents for every family member.
No family records yet
Add essential details for a family member.
FAMILY FINANCES
FD / RD & Investments
Keep fixed and recurring deposits together.
No FD / RD deposits yet
Add a deposit to start keeping track.
FAMILY FINANCES
Mutual Fund Investments
Keep your family's mutual fund holdings and investment values together.
No mutual fund investments yet
Add a holding to start tracking your family's portfolio.
PRIVATE & INVESTMENTS
Private Reminders
FD / RD maturity dates only. Protected by the Family Security PIN.
Private reminders will appear here.
PRIVATE BUSINESS RECORDS
Business Expenses
Record and manage business expenses, payment status and due dates.
Business Expenses
PRIVATE BUSINESS RECORDS
Business Income
Manage client projects, payments received and outstanding balances.
Business Income
PRIVATE BUSINESS RECORDS
Business Reports
Review income, outstanding balances, expenses and upcoming or overdue payments.
Business Reports
PRIVATE & INVESTMENTS
Private Reports
Combined reports for FD / RD, Mutual Funds and Personal Documents.
Private reports will appear here.
FD / RD maturity dates & reminders
FD / RD maturity dates
Maturity reminders will appear here.
FAMILY PLANNING
Reminders & Calendar
Automatic dates from LifeDesk records and your own reminders, together.
No dates scheduled
Dates from your LifeDesk records and reminders you add will appear here.
FAMILY & RECORDS
Bills & payments
Keep household bills, due dates and payment status together.
No bills added yet
Add a bill to track its amount and due date.
FAMILY & RECORDS
Medical records
Keep consultations, prescriptions, test reports and follow-ups organised for each family member.
No medical records yet
Add a consultation, test, prescription or medical note.
PRIVATE FAMILY VAULT
Personal documents
Store important family documents in one protected place.
⌑
Protected documents
Enter the shared family security PIN to view, upload or manage documents.
Saved documents
Shared with all family members
▤No documents yet
Upload a document to get started.