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You’ve got this. Here’s what needs your attention today.
The KPIs an executive would track for any operation — recalculated from what you enter across the other tabs.
Income is calculated automatically from the active income streams saved in your Profile. Recurring bills are configured once in Settings and tracked here automatically.
Your monthly targets are set in Settings. Here, simply enter what you actually spent in each category and VidaHQ will calculate what remains and whether you are on track or over budget.
| Category | Monthly Budget | Actual Spend | Remaining | Status |
|---|
Generated automatically from Bill & Account Setup. Mark bills paid, or adjust this month's amount without changing your permanent setup.
| Bill / Vendor | Amount | Due | How Paid | Status | Amount Paid | Access |
|---|
See where your money is actually going: budget use, category patterns, month-to-month change, and the spending habits VidaHQ can identify from your purchases.
| Month | Bills Tracked | Total | Paid |
|---|
| Year | Total tracked | Avg per Month |
|---|
A house, paying off debt, a car, a savings cushion — whatever you're working toward.
Every balance you're carrying — this feeds your debt-to-income KPI on the Overview tab.
| Creditor | Balance | Min. Payment | APR |
|---|
Pay minimums on everything, throw every extra dollar at your smallest balance first, then roll that payment into the next one once it's cleared.
Add the purchase details and attach the receipt once. VidaHQ suggests a category from the store name so you rarely have to pick it yourself.
| Item | Amount | Store | Category | Date | Return By | Receipt |
|---|
Your recurring commitments at a glance. Add or change subscription account details once in Settings.
| Service | Amount | Cycle | Next Charge | Category | Account Access |
|---|
Vaccinations, checkups, prescriptions — anyone in the household.
| Person | Record | Date Given | Next Due |
|---|
Vaccines, vet visits, flea & heartworm treatments.
| Pet | Record | Date Given | Next Due |
|---|
Filters, services, registrations, warranties.
| Item | Category | Belongs To | Last Done | Next Due |
|---|
A year-by-year record of filings and documents.
| Year | Status | W2 | Filed | Refund/owed | Document |
|---|
Your household filing cabinet — taxes, leases, insurance, IDs, warranties, vehicle records, and more.
| Category | Document | Whose | Date | Expires / Renews | File | Notes |
|---|
Enter the original date once — this repeats every year automatically.
| Name | Occasion | Date | Next Up |
|---|
The people you actually need on hand — family, sitters, contractors, doctors.
| Name | Role | Phone |
|---|
A simple place to steer the week — priorities, to-dos, things you're waiting on, and reminders that need your attention.
| Type | Item | Date | For Whom | Notes | Calendar |
|---|
VidaHQ rolls forward automatically. Dated items from prior weeks remain here for reference — there is nothing to reset or close out.
Your household calendar in one place. VidaHQ automatically brings in dated items it already knows about, and you can add your own events too.
VidaHQ is your household calendar — it doesn't pull in outside calendars, so it never goes stale or duplicates what you've already entered here. Push VidaHQ events out to the calendar you already carry with you.
Enter each recipe once. Reuse it from Weekly Menu anytime, and edit the saved recipe only when something changes.
Filled automatically from your meal plan using your Master Grocery List products and shopping quantities — add one-off items directly when needed.
Add from your Master Grocery List
| Item | Qty | Category |
|---|
Tell VidaHQ how your household works once. Come back here only when something changes.
Set up the household CEO once. VidaHQ reuses this identity throughout your command center.
Set each household spending target once. Money uses these targets for the monthly budget performance view.
Add each source of household income once. VidaHQ converts recurring amounts into a monthly household total for Money.
| Income Type | Belongs To | Amount | Frequency | Monthly Value | Status |
|---|
Add the people, pets, and vehicles VidaHQ should recognize. Other sections reuse these names so records stay connected instead of being re-entered.
Enter each recurring household bill once. VidaHQ uses this setup automatically; return here only when the vendor, amount, due date, payment method, or account information changes.
| Bill / Vendor | Typical Amount | Schedule | Payment | Account Access |
|---|
Enter each recurring subscription once, including account-access information. Update it here only when something changes.
Set up the groceries your household buys repeatedly. Save the product, the specific type or description, how it is packaged, and the usual quantity. Example: Cereal → Cinnamon Toast Crunch → Box → 2. You can return anytime to add more products or update your staples.