Module guides & methodology PDFs

A practical guide to the household snapshot, monthly totals, cards, alerts, and navigation.

Detailed expense capture, currency conversion, categorisation, attribution, recurring references, and reconciliation.

How income records, monthly enablement, expenses, currencies, and savings summaries work together.

Budget setup, effective limits, category spend, monthly overrides, usage states, alerts, and reconciliation.

Track upcoming obligations, due dates, status, reminders, and reconciliation without moving money.

Organize payment-card references, associate expenses, and review card-scoped activity safely.

Shared household shopping checklist with quantities, assignees, and shareable lists.

Create household events and reminders, understand recurrence and time handling, and distinguish reminders from financial records.

Goal targets, progress, contributions, dates, net-worth inclusion, and responsible interpretation.

Assets, debts, included goal balances, currency normalization, SIP growth and debt-amortization forecast concepts.

Detailed guidance for filters, aggregations, comparisons, trends, exports, currency, and reproducible interpretation.

How AccountHouse’s Insights Engine scans household spending, surfaces actionable cards, and supports guarded follow-up actions — without replacing Analytics charts or financial advice.

IntelliVis is AccountHouse’s intelligent visualization layer for Insights Engine findings — charts, evidence, and comparison views that explain why a suggestion appeared.

ReceiptVis scans receipt photos or PDFs and proposes a reviewable expense or Split payment draft — you always confirm before saving.

Qualitative financial-health pillars, input quality, interpretation, limitations, and improvement workflow without publishing proprietary weights.

Deep methodology for contributions, consumption shares, multi-payer obligations, deterministic rounding, settlement order, offsets, and privacy.

Household invitations, admin/member/viewer roles, client permissions, least privilege, and offboarding.

In-app, email, and push notification preferences, delivery limits, privacy, and troubleshooting.

Document organization, AES-GCM envelope encryption at a public-concept level, access controls, metadata caveats, recovery, and safe use.

Passwords, email and mobile-approval 2FA, session controls, app locks, security events, and incident response without exposing detection thresholds.

Android companion setup, permissions, sync, push, app lock, DocuVault, and lost-device response.

Prepare, validate, import, reconcile, and safely share household data files.

Authentication, authorization, resource patterns, high-level quotas, HMAC webhook verification, retries, idempotency, and secure integration.

Use AccountHouse AI features with appropriate verification, privacy, permission, and financial-advice boundaries.