Features & How-To

Accounts, transactions, budgets, goals, activities, the planner, and everything in between.

📄 17 articles
✨ Features & How-To 3 min read

🔔 Notifications — staying on top of what needs you

The bell in your header quietly keeps track of what's coming due, what's been assigned to you, and what's coming up — so you don't have to.

✨ Features & How-To 3 min read

🏦 Managing Accounts

Add bank accounts, credit cards, investments, and more. Track balances across your entire family.

✨ Features & How-To 3 min read

💸 Recording Transactions

Track income, expenses, and transfers between accounts with categories and recurring schedules.

✨ Features & How-To 3 min read

🎯 Setting & Tracking Goals

Set savings goals, debt payoff targets, and purchase plans. Track progress with visual indicators.

✨ Features & How-To 4 min read

💵 Budgets & Category Limits

Set monthly budgets with per-category spending limits. Track your pace throughout the month.

✨ Features & How-To 5 min read

✅ Family To-Do Lists

Create tasks, assign them to family members, set due dates, and track what gets done. Your shared family task board.

✨ Features & How-To 5 min read

✈️ Travel Plans & Vacations

Plan family trips from start to finish — flights, hotels, transport, activities, and ideas — all in one place.

✨ Features & How-To 5 min read

🏡 The Family Nook — Your Home Base

Your family’s homepage at a glance — what’s happening today, upcoming events, to-dos, milestones, and finances, all in one place.

✨ Features & How-To 4 min read

📅 Family Planner & Activities

Schedule lessons, appointments, and recurring activities for your family with calendar views and smart recurrence.

✨ Features & How-To 6 min read

🧾 Beanie Lists

Shared, categorized checklists for the stuff family life runs on — groceries, packing, chores, before-school routines. One-off or auto-repeating.

✨ Features & How-To 5 min read

🧑‍🤝‍🧑 Meet the Beans — Each Family Member’s Profile

Every family member is a “bean” with their own profile — favourites, funny sayings, milestones, health notes, and more. Here’s how to fill one in.

✨ Features & How-To 5 min read

🩺 Allergies & Medications (Care & Safety)

Keep each bean’s allergies and medications in one place — and a quick-reference page anyone caring for your family can check at a glance.

✨ Features & How-To 5 min read

🌟 Family Milestones

Catch the firsts and the big moments — first word, lost tooth, new job, new puppy — and keep them in one family timeline, with dates and photos.

✨ Features & How-To 4 min read

📖 The Family Scrapbook

A digital memory-book you can flip through — a page for each family member, plus an “Everyone” page — filled in automatically from the things you add to your beans.

✨ Features & How-To 4 min read

🍜 The Family Cookbook

Keep the recipes that get passed down — the story behind them, the photos, and a log of every time someone makes them.

✨ Features & How-To 3 min read

🆘 Emergency Contacts

Your family phonebook — doctors, school, dentists, sitters — kept where anyone looking after your family can find it.

✨ Features & How-To 4 min read

📷 Adding Photos

Attach photos to milestones, recipes, medications, activities, and your beans’ profile pictures — and understand how they’re stored.

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