Download backup
Downloads a dated JSON copy of the whole plan, refreshed from Supabase first.
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Household position i
Included income, planned budget and the monthly amount left.
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Needs attention
Only checks that could change how you read the plan.
Coming up i
Starting, ending or renewing soon.
Bucket position i
Needs, Wants and Savings against the planning guide.
Monthly split i
A quick sense check of the household plan.
Payment calendar i
What leaves on which day.
Year ahead i
When the big renewals land.
50/30/20 over time i
Each month's split against the 50/30/20 guide.
Category summary i
How active budget lines add up by category.
Income calendar i
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.
Appearance
Light or dark. Auto follows this device's setting.
Plan history
Downloads the monthly Needs, Wants and Savings snapshots as a CSV file for a spreadsheet.
Restore backup
Use a Monitree JSON file only when you intend to replace the current plan.
Data health
Read-only checks for links, review state and core records.
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DeveloperMaintenance tools for the Supabase project. Not needed for everyday use.
Supabase activity guard
Secondary monitoring for scheduled database reads that keep the free project active.
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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.
- Flag records when they need a deliberate check.
- Select any line to edit it; Delete is inside the edit window.
Protect and share the data
- Download a backup before major changes.
- Use the adviser report for financial planning conversations.
- Backups hold your whole plan, so store them somewhere private.