Log income, expenses, savings, debt, and net worth snapshots.
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Money module
Finances
Make personal finances visible without turning them into a full accounting system.
What it changes
Finances makes this part of life easier to see and act on.
Create budget categories and track expenses.
Manage recurring subscriptions.
Review charts, records, and trends.
Selected screenshots
The Finances module in use.
The selected Finances screenshot shows the core module surface clients will use most often.
Finances dashboard
The primary Finances screen in HourLife.
Workflows
How Finances fits into the client workflow.
Open
Start from the module when this context matters.
Use Finances when money needs a calm recurring check-in.
Capture
Record the important details.
Open Finances and use Snapshot, Budget, and Subscriptions. Log the month, keep expenses current, and review trends over time.
Organize
Keep the record findable.
Use the module structure so the information does not disappear into memory or scattered notes.
Connect
Link the module to surrounding context.
Related goals, tasks, people, calendar dates, or review flows make the record more useful.
Review
Return when planning or reflecting.
The module becomes part of the client’s ongoing life system.
Act
Turn signal into the next useful step.
When the record implies action, send it back into Today, Tasks, Goals, or the relevant module.
How I use it
How a client uses Finances.
Finances gives clients a dedicated place to manage this part of life without scattering it across memory, notes, and unrelated tools.
- 1 Open Finances when this part of life needs attention.
- 2 Open Finances and use Snapshot, Budget, and Subscriptions. Log the month, keep expenses current, and review trends over time.
- 3 Add the important context while it is fresh.
- 4 Review the module when planning or closing the loop.
- 5 Connect the record to the wider HourLife system when it matters.
Features
What Finances includes.
Log income, expenses, savings, debt, and net worth snapshots
Log income, expenses, savings, debt, and net worth snapshots.
Create budget categories and track expenses
Create budget categories and track expenses.
Manage recurring subscriptions
Manage recurring subscriptions.
Review charts, records, and trends
Review charts, records, and trends.
Connected system
Finances connects to the rest of HourLife.
The module is strongest when its records can inform Today, reviews, and the surrounding life system.
Today
Calendar
Goals
Life Areas
Compass
Next step
Use Finances as part of the Life OS.
It gives clients a focused module that still connects to the wider HourLife system.
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