Household Record

Step 1 of 5

What must stay visible?

Household

Who is this record for?

These answers become the local source of truth that shapes every Household Return.

Household name Household type Governance premise

Steward

Who can approve decisions?

Sprint 1 runs in solo Steward mode. The role is visible now; complex permissions wait.

Primary steward

Steward

Can complete returns, approve decisions, and export the record.

Rhythm

When does the household return?

Rhythm counts before perfect data. These schedules make return visible.

Daily Pulse Weekly Review Monthly Return

Account Map

Add the first account and name its job.

This is not bank sync. It is the account-purpose source of truth.

Account draft Name the account by its job.

Each account needs a purpose before it belongs in the Household Record.

Account name Purpose / job Layer Allowed use

First Rule

Choose the first rule in force.

Rules arrive lightly in Sprint 1. They become fully active in Sprint 3.

Primary Goal

What is the first visible anchor?

A primary goal gives the Household Record one thing to keep in view without turning Sprint 1 into a scorecard.

Goal name

Target amount Current amount

Household Record

What needs to stay visible?

Search Workspace

Source of TruthReady

Setup saved locally.

Current DriftNo open correction yet

Drift has not been named yet.

Last PreservedNo entry yet

The first return preserves the first entry.

Primary GoalEmergency fund reaches $1,000+

Manual evidence can update progress.

Workspace Boundary

Stored on this device

No account, sync, or shared backend is connected in Sprint 1.

Sign in locally to claim this browser record before the cloud backend exists.

Choose Return

Start the next Household Return.

What Is True

What needs visibility?

Cash position Inflow Outflow Negative accounts Credit card Goal amount

Reality summary

Major inflows Major outflows Upcoming obligations Missing or stale information

What became visible?

Stewardship Reconciliation

What income cycle needs reconciliation?

Income date Income source Gross income Taxes Fees Net received Source account

USAA Emergency Fund

Expected: $0.00

Initiated amount Initiated date Destination posted amount Destination posted date Status override Override reason

Suggested: missing

Morris Family Storehouse

Expected: $0.00

Initiated amount Initiated date Destination posted amount Destination posted date Status override Override reason

Suggested: missing

What Drifted

What drifted?

Drift named

One Correction

What is the next governed adjustment?

Correction Corrections or follow-up items Open issues

What Was Decided

What decisions enter the record?

Decision Decision records Rules applied or created

What Returns Next Week

What did this return protect?

Protected What must be revisited next? Carry forward

Returning from prior records

No unresolved items are returning from the prior record.

Schedule

Close the return.

Completion status Next return date

Household Record

Entries

Rules

Rules in force

Sprint 1 records the first rule as context only. Enforcement, exceptions, and rule history arrive in Sprint 3.

First rule selected

Emergency fund rule

Account Map

Account purpose cards

Scorecard

Prepared, not scored.

Sprint 1 proves rhythm and preservation. Scores wait until enough returns exist to show status without pretending at precision.

Return RhythmNot Scored

Complete the first return to begin rhythm evidence.

Money VisibilityNot Scored

Manual evidence is not yet enough for a score.

Emergency Fund ReadinessNot Scored

Enter goal progress during a return.

Leakage ReviewNot Scored

Categories wait until later sprints.

Debt GovernanceNot Scored

Debt review waits for the scorecard sprint.

Settings / Export

Your governance record is portable.

Export includes household profile, Steward role, account map, cadence schedule, return summaries, record entries, corrections, and goal data.

Open your governed workspace.

Set up the Household Record

What must stay visible?

Who is this record for?

Who can approve decisions?

When does the household return?

Add the first account and name its job.

Choose the first rule in force.

What is the first visible anchor?

Household Record

Start the next Household Return.

What needs visibility?

What income cycle needs reconciliation?

What drifted?

What is the next governed adjustment?

What decisions enter the record?

What did this return protect?

Close the return.

Entries

Rules in force

Account purpose cards

Prepared, not scored.

Your governance record is portable.

Return to the Household Record

What changed?

Open your governed workspace.

What must stay visible?

Who is this record for?

Who can approve decisions?

When does the household return?

Add the first account and name its job.

Choose the first rule in force.

What is the first visible anchor?

Household Record

Start the next Household Return.

What needs visibility?

What income cycle needs reconciliation?

What drifted?

What is the next governed adjustment?

What decisions enter the record?

What did this return protect?

Close the return.

Entries

Rules in force

Account purpose cards

Prepared, not scored.

Your governance record is portable.

Profile

Return to the Household Record

What changed?

Return recorded. A new Household Record Entry has been saved.

Your Household Record is ready for its first return.

Edit profile photo

Leave without saving?

Household Record is a local return workspace.