HomeBook User Manual

On this screen

• House illustration, "HomeBook" title, tagline
• 5 checkmarked value props (track things, warranties, maintenance, documents, family sharing)

Actions

• "Get Started" → Onboarding

On this screen

• 4-page swipeable carousel (Home / Organize / Money / Family themes)
• Dot page indicator

Actions

• "Skip" (hidden on last page)
• "Next" → advances; "Get started" on last page → Success

On this screen

• Email, Password fields (show/hide toggle)
• Mode toggle: Login ↔ Create Account
• "Continue with Google" (real Google logo)

Actions

• "Forgot password?" → reset-link dialog
• Submit → pops back on success; errors show in a red banner

On this screen

• Illustration + title + message

Actions

• Single CTA button (e.g. "Go to Home")

Header

• Time-of-day greeting + "Your Home"
• Bell → Notifications NEW (dot when something is unread)
• Search icon → Search
• "Needs attention" badge when things are overdue

Sections, top to bottom

• Keep your HomeBook safe / sync status card NEW — suggests signing in when you have data only on this phone; after sign-in shows "Syncing…" or "Waiting to sync" with Retry, and disappears once everything is synced
• Home banner — around a festival or family occasion it turns into a warm festive card NEW (see Family & Occasions)
• Needs attention (overdue reminders)
• Smart Capture pending review — with a line saying how many came from payment notifications NEW
• Quick access (Things/Vehicles/Documents/Reminders counts)
• Money overview + monthly spending + insights
• Upcoming reminders · Recent purchases
• Active recurring payments · Savings goals
• Recently added things

On this screen

• Search field
• Category filter chips: All / Appliances / Electronics / Vehicles (jumps to Vehicles) / Furniture / Other
• Filtered card list

Actions

• Header "+" → Add Thing
• Tap a card → Thing detail

Fields

• Name · Category (dropdown)
• Brand · Model
• Purchase date · Purchase price

Actions

• "Save / Update Thing"

On this screen

• Photo hero, name, brand/model
• "Active" warranty pill if applicable
• Purchase · Warranty · Maintenance (last/next service) sections
• Linked Expenses (total + recent 3)
• Documents · Reminders sections
• Attachments — photos and PDFs NEW

Actions

• "Add service" / "Edit thing"
• Per-section "+ Add" (warranty/expense/document/reminder)
• "Add file" in Attachments
• AppBar delete

On this screen

• Vehicle cards
• "Upcoming" section — insurance/PUC expiries sorted by date

Actions

• Header "+" → Add Vehicle
• Tap a card → Vehicle detail

Fields

• Photo (optional, camera/gallery)
• Name · Registration number
• Make · Model
• Purchase date
• Insurance expiry · PUC expiry

Actions

• "Save / Update Vehicle"

On this screen

• Photo hero, name, registration number
• "Vehicle health" — Insurance/PUC status
• 5 tabs: Overview · Service · Documents · Expenses · Reminders
• Overview tab: Attachments — RC, insurance papers, photos NEW

Actions

• "Add service" / "Edit vehicle"
• Per-tab "+ Add"
• AppBar delete

On this screen

• Search field
• Document cards, swipe/inline delete

Actions

• Header "+" → Add Document

Fields

• Document type (dropdown) · Document name
• Issue date · Expiry date · Document number
• Attachments — one or more photos / PDFs: take a photo, choose photos, or choose a file

Actions

• Add, open or remove files
• "Save / Update Document"

On this screen

• "OK" section
• "Expiring soon" section

Actions

• Header "+" → Add Warranty
• Delete via confirmation dialog

Fields

• Thing (dropdown — locked if opened from a Thing, or editing)
• Provider
• Start date · End date
• Warranty number (optional)
• Attachments — warranty card or invoice NEW

Actions

• "Save / Update Warranty"

On this screen

• "Upcoming" tiles
• "Recent services" tiles

Actions

• Header "+" → Add Service
• Delete

Fields

• Thing / Vehicle (combined dropdown — locked if preset or editing)
• Service date · Service type · Cost
• Provider · Notes
• Attachments — service bill or job card NEW

Actions

• "Save / Update Service"

On this screen

• Segmented toggle: Upcoming / Completed
• Cards with a mark-complete circle toggle

Actions

• Header "+" → Add Reminder
• Tap card → edit; toggle → complete/reopen; swipe → delete

Fields

• Title · Date
• Remind me (minutes-before dropdown)
• Repeat (stored for future use, not yet acted on)
• Related to — Thing/Vehicle (locked if preset)

Actions

• "Save / Update Reminder"

On this screen

• Month switcher (can't advance past current month)
• Monthly Overview — Available, Income, Committed, Saved, Spent
• Budget progress card · Insights

Link rows

• Upcoming Money · Next 7 days (with the amount to keep aside) NEW
• Planned expenses NEW
• Money Calendar · Money Timeline NEW
• Expenses · Spending analytics NEW · Recurring · Savings · Income
• Transfers NEW
• Money waiting for you · Money you owe NEW

On this screen

• Month switcher · Budget progress card
• "Category budgets" link
• Category breakdown · day-grouped list with daily totals
• Header buttons: Spending analytics and PDF statement NEW
• Each row shows an icon for what it was (Swiggy → food delivery, Airtel → mobile) — never a company logo — and "Category · Subcategory" NEW
• List | Notebook switch — Notebook View writes the month out day by day, like an expense notebook, with your notes and each day's total; the choice is remembered on your phone NEW
• "Filter" button NEW — active filters show as removable chips with a "N expenses · ₹total" summary

Filter sheet NEW

• Category · Subcategory
• Amount range (min / max)
• Payment method · Merchant name or note
• Related Thing/Vehicle · Paid by
• Added from: Manually / Shared / Receipt / Recurring
• "Reset" / "Show N expenses"

Fields

• Amount · Merchant · Category — a grid of large category icons, including Loans & Debt and Personal NEW
• More detail (optional) — subcategory chips, e.g. Food → Restaurant / Cafe / Delivery NEW
• Date · Part of a plan (when a planned expense covers that date) NEW
• Paid with — Cash, UPI, Credit card, Debit card, Bank transfer, Net banking, Other, or Not specified NEW
• Paid by — shown once the household has two or more members NEW
• Related to — Thing/Vehicle (optional)
• Odometer (fuel entries only) · Notes
• Attachments — receipt or bill NEW

Actions

• "Save / Update Expense"

On this screen

• Category icon + amount header
• Merchant, date, payment method, odometer
• Subcategory · Paid by NEW
• Related record card (tappable) · Notes
• Attachments NEW

Actions

• AppBar edit · AppBar delete

On this screen

• Month switcher (back to your first month with expenses)
• Month total · transactions · average per day · highest expense · no-spend days
• Change from last month, shown only once there's enough history; a month in progress is compared with the same days of last month
• Six-month trend (tap a month to open it)
• Categories chart with a ranked list
• Top merchants · Monthly insights

Actions

• Tap a category → its expenses for the month, with a "By type" breakdown (e.g. Loans & Debt → Home Loan EMI) NEW
• Tap a merchant → its whole history: total, count, average, last paid, trend
• "Statement" → PDF statement for what you're looking at

Choose

• Period: this month, last month, an earlier month, custom dates, or all time
• Filters: the same as the Expenses filter sheet
• Live count and total as you change them
• Style: Professional, or Notebook — expenses written out by day NEW

The statement

• Summary, categories and merchants, then every expense with page numbers
• Each expense shows its date, merchant, "Category · Payment" and your note NEW
• "Preview" opens it in your phone's PDF viewer
• "Share" · "Save"

On this screen

• One row per active category — icon, spent-of-budget (red if over)

Actions

• Inline amount field + checkmark to save, per row

On this screen

• 2×2 action grid: Scan Receipt · Paste Transaction · Share to HomeBook · Add Manually
• "Detect payment notifications" row with its status (Android) NEW
• "Needs review" list of pending candidates

Actions

• Scan Receipt → camera/gallery → OCR parse
• Paste Transaction → text dialog
• Share to HomeBook → instructions (actually triggered from another app's share sheet)
• Add Manually → Add Expense
• Detect payment notifications → Smart Expense Detection

On this screen

• Switch with status: Off · On — watching for payment notifications · "Notification access is currently disabled." with Enable
• How it works
• Privacy — notification text processed in memory on the phone, never saved or uploaded; only amount, merchant, date, payment method, category and a hashed reference kept until you review
• Turn off (when on)

Actions

• Switch on → HomeBook's explanation sheet → "Enable Notification Access" opens Android's Notification access page for "HomeBook payment detection"; "Not now" changes nothing
• Enable → Android's page again (only when you tap it)
• Turn off → stops immediately; a snackbar offers Android Settings to also remove the access

On this screen

• Confidence label — or, for a payment notification, what it looks like: Expense / Income / Refund / Transfer detected, or "Review transaction" NEW
• "Source: payment notification" line, and a hint for transfers and refunds NEW
• Duplicate-detection banner if flagged
• Editable pre-filled fields: Amount, Merchant, Category, Subcategory, Date, Payment method, Notes
• Payment method read from the message — UPI, credit or debit card, NEFT/IMPS/RTGS as bank transfer; UPI is filled in for payments from UPI apps NEW
• Merchant is optional: leave it blank and the expense is saved under its category name; a merchant you add is remembered for next time NEW
• Merchant memory: a merchant you've categorised before comes pre-filled with the same category and subcategory NEW
• "Suggested category — please check" when the category guess is uncertain NEW
• Raw source text shown in a muted box (pasted/shared/scanned only — notification text is never kept)
• Money received from a notification is reviewed as Income: Amount, Source, Date, Notes NEW

Actions

• "Ignore"
• "Confirm & Add" (or "Add anyway" if a duplicate was flagged) · "Add income" for money received
• Duplicate banner: "View existing" / "Use existing" NEW

On this screen

• Monthly total card
• "Upcoming" (next 3) · full list

Actions

• Per-row 3-dot menu: Edit / Pause-Resume / Delete
• "Add Recurring Payment" button

Fields

• Name · Amount · Category · Frequency
• More detail (optional) — e.g. Loan / EMI → Home Loan EMI; the expenses it creates are recorded under it NEW
• Due day (1–31) · Start date · End date (optional)
• Recipient/Provider · Notes

Switches

• "Reminder enabled" (+ days-before dropdown)
• "Auto-create expense"

On this screen

• Monthly-allocation total card
• Goal cards with progress

Actions

• "Add allocation" dialog per goal
• Per-row 3-dot menu: Edit / Pause-Resume / Delete
• "Add Savings Goal" button

Fields

• Name · Category
• Target amount · Monthly target
• Target date · Notes

Actions

• "Save / Update Goal"

On this screen

• Month switcher · monthly total card
• Income tiles

Actions

• Per-row 3-dot menu: Edit / Delete
• "Add Income" button

Fields

• Source · Amount · Frequency
• Date · Notes

Actions

• "Save / Update Income"

On this screen

• Toggle: Next 7 days / Next 30 days
• "Money to keep aside" total
• Items grouped by day ("In 2 days · Mon, 28 Sep")
• Recurring payments due, scheduled services with a cost, money you owe that's due
• Listed without an amount: insurance & PUC renewals, warranties ending, reminders, festivals, family occasions

Actions

• Tap an item → its screen (a festival or occasion opens Add Savings, to set money aside)

On this screen

• One card per plan: expected vs actual, with a progress bar
• "Remaining", "Right on plan", or how far over; "Ended" once its dates have passed

Actions

• "Add plan"
• Tap a plan → plan detail

Fields

• What's it for? (e.g. Diwali)
• Expected amount
• From · To dates
• Category (optional) · Notes

Actions

• Save

On this screen

• Expected · Actual · Remaining (or Difference)
• "Expenses in this plan"

Actions

• "Add expense" — opens Add Expense already linked to the plan
• Edit · Delete (only the plan is removed; its expenses stay, just unlinked)

On this screen

• Month switcher
• Month grid — each day shows what was spent

Actions

• Tap a day → sheet with that day's expenses and transfers

On this screen

• Everything that moved, day by day: expenses, "Sent to / Received from", "Lent to / Borrowed from", "Paid back"

Actions

• Filter chips: All / Expenses / Transfers / Lending
• Month switcher

Add Transfer

• Direction: Sent / Received
• Person name · Amount
• Date · Notes

List

• Every transfer, sent and received
• Header "+" → Add Transfer
• ⋮ menu → Delete

On this screen

• Tabs: Waiting for you / You owe, each with its total
• Cards with person, amount left, due date and status: Pending · Partially settled · Settled
• Per card: "Record payment" (part or all of it) · payment history

Add lent / borrowed

• Direction: I Lent / I Borrowed
• Person name · Amount · Date
• Due date (optional) · Notes

Adding a file

• "Add file" → Take photo · Choose from photos · Choose file
• JPG, PNG, WebP or PDF, up to 10 MB each
• Photos are shrunk to a sensible size first; the same file can't be attached twice

Each file shows

• Thumbnail, name, size
• Status: Waiting to sync · Uploading % · Synced · Upload failed (with Retry)
• ⋮ menu: Open · Remove

On this screen

• Recent notifications grouped Today / Yesterday / Earlier, each with its time or date
• Unread ones tinted, with a dot

Actions

• Tap → the screen it's about
• "Mark all as read" · swipe to dismiss, with Undo

Types

• Budget alerts — once each at 70%, 80%, 90% and 100%
• Upcoming payments · Reminders
• Vehicle insurance/PUC · Warranties ending
• Debt reminders
• Festivals & family occasions — with "Set aside" and "Maybe later"
• Spending insights — an occasional end-of-day note
• Backup reminders

Your controls (Settings)

• Switch each type on or off
• Quiet hours — nothing between 10 PM and 7 AM
• "Show amounts and names" — off keeps money notifications vague on the lock screen

On this screen

• Autofocus search field
• Results grouped by type: Things / Vehicles / Documents / Warranties / Service / Reminders
• Also Expenses, Transfers and Lending & Borrowing NEW
• Status chips where relevant

Actions

• Tap a result → its detail screen, or the matching tab

On this screen

• Member list — avatar initial, name, role
• Members now sync, so "Paid by" is the same on every device NEW

Actions

• Header "+" or tap a member → Member sheet (Name, Email, Role — a label only; it doesn't grant access)
• Footer: "Adding someone doesn't give them access to your HomeBook." NEW
• Delete button per row

On this screen

• Birthdays, anniversaries, housewarmings and other yearly days, soonest first
• Each shows its type, date, "In 5 days" / "Today", and years completed (e.g. "25 years")

Add / Edit occasion

• Occasion: 🎂 Birthday · 💐 Anniversary · 🏡 Housewarming · 🎉 Other
• Name (e.g. "Amma's birthday") · Date
• Mention it: 1 / 3 / 7 / 14 days before
• Save · Delete

When

• A festival within the next week (Sankranti, Ugadi, Vinayaka Chavithi, Dussehra, Diwali, Holi, Eid, Christmas, Republic Day, Independence Day)
• A family occasion within the next 3 days
• The day itself: "Happy Diwali!" or "🎂 Amma's birthday is today"

What changes

• Only Home's banner — a warm card with a greeting and illustration
• Before the day: a "Set aside" link to Add Savings
• Everything else in HomeBook stays exactly as usual

On this screen

• "Last backup" card (date + record/file count)
• Illustration shown only if never backed up

Actions

• "Back up now" → exports and shares a file
• "Restore from backup" → pick file → confirm (shows home name, record count, export date) → restore

On this screen

• Avatar (tappable if signed in) + home name

Rows

• My Home (rename) · Warranties · Maintenance · Money
• Sign in & sync (or Sync now/Sign out if signed in) — shows "Everything is synced ✓" or "N changes waiting to sync" NEW
• Family members · Backup & restore · App lock · Settings

Preferences

• Language (English/Telugu/Hindi)
• Reminder defaults · Notifications (switch)
• Notification types — one switch each, plus Quiet hours and "Show amounts and names" NEW (see Notifications)
• Smart Expense Detection — Off / On / "Notification access is currently disabled." → its own screen NEW (see Smart Expense Capture)
• Appearance (System/Light/Dark)

Security, storage & account

• App lock · Storage usage (read-only)
• About HomeBook · Privacy Policy · Terms & Conditions
• Delete account (signed-in users only) — also removes your household's cloud backup and files; records on this phone stay NEW

On this screen

• "App lock" switch
• "Change PIN" row (visible once enabled)

Actions

• Enable → set PIN, then confirm it (min 4 digits)
• Disable / change → requires entering the current PIN first

On this screen

• Lock illustration · PIN field

Actions

• "Unlock" — inline error on a wrong PIN

On this screen

• Heading + body sections, scrollable

Behavior

• Shows the Firestore-synced version when available
• Falls back to the bundled copy offline, with a visible note