Download backup
Refreshes Supabase first, then downloads a dated JSON backup.
Ready.
Household position i
Included income, planned budget and the monthly amount left.
Needs attention
Only checks that could change how you read the plan.
Bucket position i
Needs, Wants and Savings against the planning guide.
Monthly split i
A quick sense check of the household plan.
Category summary i
How active budget lines add up by category.
Backups and reports
Protect the plan, restore a backup or share a clear household summary.
Financial adviser report
Creates a household planning summary with income, pensions, categories and budget lines.
Ready.
Restore backup
Use a Monitree JSON file only when you intend to replace the current plan.
No import running.
Quick export
Downloads the data already loaded on this device without refreshing Supabase first.
Data health
Read-only checks for links, review state and core records.
Loading checks...
Supabase activity guard
Secondary monitoring for scheduled database reads that keep the free project active.
Loading live activity...
Build the household plan
- Record baseline and variable income.
- Group spending into Needs, Wants and Savings.
- Keep paid amounts, monthly equivalents and schedules current.
Review before you rely on it
- Use Review for Monitree data quality.
- Use Handoff to update Emma from the plan.
- Mark records when they need a deliberate check.
Protect and share the data
- Download a backup before major changes.
- Use the adviser report for financial planning conversations.
- Keep service-role credentials out of browser files.