Documents vault · the More tab
Every document, where you can find it.
Housing, insurance, identity, work, loans, health and other. Signed uploads straight to storage, expiry reminders, and receipts that pre-fill an expense on your own Claude key.
- Categories7
- UploadsSigned, direct to storage
- Receipt readingPro, your key
What is inside
Three things the vault does, on real screens.
The vault is in Free. Receipts attached to expenses are part of Plus. Receipt reading needs your own Claude key, part of Pro.
In the app today
The vault, with a reminder before anything expires.
Documents are sorted by what they belong to, and an expiry date turns into a reminder 30 days before. Sign-in stays an email code.
- Housing, insurance, identity, work, loans and health
- An expiry date becomes a reminder 30 days before
- No password to forget, no card to start
Real screens from the app, captured on 23 September 2026 from a demo household. Names and figures are examples.
Documents vault, sorted by what each file belongs to
Sign in with an email code
Where it fits
Built for stage 1, useful from stage 1.
The vault is useful from the first payslip. Keep every payslip: loans, visas and rental applications will ask for them.
- First Job
- Getting Stable
- Growing
- Building Wealth
- Big Commitments
Questions
About the vault.
Are uploads scanned for malware?
Not yet. Uploads are signed, size-limited and stored privately, but there is no malware scan or metadata stripping today. It is on the roadmap and listed in the help centre under Limits.
Who can see my documents?
Your household. A viewer sees the documents area only if the owner switches it on for them.
Does receipt reading save the expense?
No. It pre-fills the form. You check the amount and category, then save.
