Family Ledger
Accumulate household assets scattered in banks, brokerages, real estate, liability and cash accounts into a self-managed set of monthly snapshots, earnings review and risk diagnosis workstations.
Lazy cat OIDC login has been integrated. ##Functional characteristics - Monthly or weekly household ledger: Organize family collaboration around "opening cycles, filling in balances, closing cycles, and viewing results", and does not require regular bookkeeping one by one. - Account overview and division of labor among members: Unified management of six types of accounts including cash, stocks, wealth management, real estate, and liabilities, and collection of family net assets by members. - Income and risk analysis: Built-in XIRR, TWR, net asset trend, CPI purchasing power line, M2 comparison line, account physical examination and AI interpretation. - Financial goals and decision-making assistance: Support target tracking such as retirement, education, and contingency funds, as well as analytical views such as rebalancing, early repayment of loans, and liquidity reminders. - Hot update on the management page: Brand, membership, cycle, exchange rate, reminder, indicator set, AI integration and other configurations will take effect immediately after being saved, and there is no need to restart the container. - Data can be exported and backed up locally: Support account ledger CSV, full CSV ZIP export, and MySQL automatic backup of sidecars. ###Daily usage 1. When recording daily numbers, enter 'fill in' first, fill in the month-end balance according to the account, and then make up for several large amounts of income and expenditure such as salary, mortgage, tuition, travel, and red envelopes; this application is still mainly a "cycle snapshot" and is not required to be recorded one by one. 2. When you need to add an account, enter `Account Book-> + Add Account (Open Wizard)` and prioritize the template card at the top; after the card is selected, the `Template/Type/Currency` at the bottom will be immediately backfilled together. For example, if you click on 'Alipay (balance + balance treasure)', it will be directly backfilled into a cash RMB account. 3. In the 'Account Book', you can view the division of accounts by family members; in the current actual measurement example, Chinese account names such as 'China Merchants Bank Savings Card-Salary' and 'Alipay-Daily Expenses' will be directly displayed in the account list for easy verification by person. 4. Clicking on `ledger 'in the account line or on the account details page will export the CSV of the account. If the period has not yet been opened, the exported empty account book will only have a header: `Month, Opening, Entry, Outbound, Transfer-in, Transfer-out, End, Period Profit and Loss, Cumulative Profit and Loss`. 5. Only after the cycle is actually created and filled in will the dashboard, report, and asset physical examination enter the result view; if it is an empty account period or an instance that has just been installed, complete the cycle opening-> filling in first. Looking at the analysis page will be more in line with the actual usage path.
