Find your way around and update your profile

Find features in the grouped menu, use mobile floating add buttons and open your own profile from the avatar without signing out.

The main menu

• Wealth: Assets, Holdings and ISA manager.
• Cashflow: Cashflow, Income and Spending.
• Loans & credit: Loans receivable, Loans payable and Credit cards.
• Planning: Dividend Manager and Giving.
• Household: Settings, including Members and your own Profile.

Dashboard remains the first item. Unused Tax, Goals and Documents navigation entries have been removed; this does not delete retained donation evidence, dividend documents or financial records. Tax planning is available within Income, Giving and Dividend Manager where supported.

Add on mobile

The green floating plus opens the same standard entry panel as the page's main action. On ISA, Giving, Dividend Manager and Income it stays available across tabs when you have write access, and is hidden while the main entry panel is open. In an Income scenario it adds a proposed stream, not a live receipt.

Your profile and sign-out

Tap your avatar at the top right, or select Settings → Profile. The page identifies the signed-in member; it does not open another household member's profile. Edit your name and optional date of birth or contact mobile number, then choose Save profile. Your sign-in email is read-only here. Changing a contact number is not mobile verification or a security-settings change.

Opening the profile does not sign you out. To end the session, use the labelled Sign out button at the bottom of the navigation menu. On mobile, open the menu first. Owner-only household administration remains in Members.

First-visit introductions

Feature introductions are being reviewed as a separate prototype. They are not yet an enabled production onboarding feature. Dashboard and Settings are excluded from that proposal.