Finvue

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Guides for the main Finvue workflows and concepts.

Getting started

Set up the household and understand the main Finvue workflow.

Understand the household snapshot and what Finvue is showing you.

Members, roles and ownership used across the finance records.

Category structure, stable codes and advanced transfer tools.

The core records used to model the household.

Bank accounts, cash wallets and the balance foundation.

Daily inflows, outflows, transfers and classification.

Card purchases, liability and repayment handling.

Loan schedules, payments and remaining principal.

Scheduled and recorded cash movement by date.

Forecasting and reporting views built from the household records.

Build and test forecasting rules.

Review monthly and yearly cash-flow reporting.

How Finvue protects a local-first finance database.

Backups, browser persistence, linked files and recovery boundaries.