🧪 Demo mode — data is stored only in this browser so you can try the workflow. Switch CONFIG.mode to 'api' after deploying to use the shared Cognito/DynamoDB backend (your data, both of you, from anywhere).

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Income

Entered rows ghost out — click the pencil cell to edit

Person	Label	Paycheck	Amount	Received	Date

Bills & Obligations

Mark bills paid on the 📒 Legacy tab — each row shows which paycheck(s) it was paid from

Bill	Type	Funding	Due	Amount	Paid from	Balance	APR %	Remind	Paid

Debt Payoff Plan

Set APR on your loans & cards — see where extra money does the most good

Strategy: Extra $/mo

Spending & Variable Expenses

Type a monthly total, or click ▾ to log individual purchases

Renewals & Memberships

Cards, subscriptions, travel programs — cost, expiration, keep-or-cancel. Persists across months.

Name	Type	Cost	Cycle	Charged to	Renews / Expires	≈ / yr	Decision	Perks / Notes

Month-over-month

Spending by category

Is anything creeping up?

📊 Reports & Trends

Range:

Cash flow

Income vs. expenses, and what's left over

Net savings per month (income − expenses) — below the line is a shortfall.

Spending by category

Where the money goes, month to month

Health trends

Weight, sleep & activity over time

Credit card spending

How much went on each card, and on what — for the range above

Bills — month over month

Drag the sliders to compare any window of months

Health

Health profile

Glanceable basics — click a card to edit

Appointments

Doctor · dentist · bloodwork — soonest first. Email reminders: 2 days before + ~2 hours before (recurring appts reset each cycle).

When	Title	Type	Provider	Person	Every	Done

Episodes & symptoms

BPPV · colds · flu · injuries — start one, add a day until you recover, and see how often it happens. Ongoing episodes show at the top of the tab and prompt "still sick?" on app open.

Condition	Person	When	Days	Peak	Trend

Weight

Date	Person	Weight	Unit

Walks & hikes

Active minutes this month feed the dashboard tile

Date	Person	Type	Minutes

Sleep

Hours per night

Date	Person	Hours

Meals & calories

Date	Person	Meal	Calories	Note

Blood pressure

Systolic / diastolic (mmHg) — category by AHA ranges

Date	Person	Sys	Dia	Pulse	Category

Other logs

Anything else — blood sugar, temperature, O₂, etc.

Date	Person	What	Value	Note

Vaccinations

One record per shot — COVID, flu, tetanus, etc.

Date	Person	Vaccine	Note

📅 Important Dates

🔒 Locked

Birthdays, anniversaries, trips & more

Click ✏️ Edit to add or change dates. Reminders email you (and pop up here) ahead of time.

Name	Date	Type	Who / for	Yearly	Day of	2 days	Days before	Keep

🕓 History

Past one-time dates you chose to keep — e.g. last bloodwork, a quote

Name	Date	Type	Who / for

👥 Contacts

🔒 Locked

Your people

Click ✏️ Edit to add or change people. A birthday/anniversary can feed 📅 Dates; emails power 🎁 Cards. 🎂 Anyone with a birthday + email is auto-sent a card on the day, from both of you.

Name	Email	Phone	Relationship	Birthday	Anniversary	Tags	Notes	Auto	From	Related to	🎉	🎁	📅

🎁 Send a Card

Emails a styled card from holiday@batilo.com · reply-to you

Compose

Pick who it's from, the occasion, a card, and a recipient.

From

Occasion

Card

Recipient (from contacts)

…or type a name

Recipient email

Personal message (optional)

Add contact

Just a name is required — the rest is optional.

Name

Relationship

Phone

Birthday

Anniversary

🔐 Trusted URLs

🔒 Locked

Safe links to pay your bills

🛡️ Anti-phishing habit: a “your bill is due” email is only a nudge. Never click a pay link inside an email — come here and tap the link you saved and trust. Always check the domain shown matches the real one before paying.

Manage trusted links

Biller / name	Category	Trusted URL	Pays bill	Notes

🗄️ Documents

🔒 Locked

Disaster-ready copies of your important papers

Passports · birth & marriage certificates · titles · policies

🔒 Private & encrypted. Files (PDF or photo) are stored in a private AWS bucket — no public access, encrypted at rest, opened only through short-lived secure links. Access is gated to your household (you & Vanessa). Keep document numbers here so you can request replacements fast after a fire, flood, or theft.

Manage documents

Add details + attach a PDF or photo, then 🔒 Lock

Name	Type	Document #	Whose	Issued	Expires	Notes	File

✈️ Travel

🔒 Locked

Vacations, work trips & recurring travel

Click ✏️ Edit to add or change trips. Reminders email you ahead of each trip.

Trip	Type	Start	End	Where	Every (mo)	Day of	2 days	Days before

🕓 Past trips

Where you've been — kept for your records

Trip	Type	When	Where

📒 Legacy

This month's paychecks

Each paycheck is a column; type a bill's amount under the check you paid it from — that marks it paid (who + when), and the leftover sweeps to bank. Fill a paycheck's header amount once that check has arrived. Columns come from your Income schedule automatically; add an extra check or bill row as needed.

Green = Paid bill / Received paycheck Amber = Partly paid — still owes No color = Not yet − Red total = check over-allocated Finance & Legacy stay in sync — editing either updates the other.