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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
Documents vault screen

What is inside

Three things the vault does, on real screens.

Documents vault screen

The vault is in Free. Receipts attached to expenses are part of Plus. Receipt reading needs your own Claude key, part of Pro.

In design

The vault, with the missing files listed.

Documents are filtered by what they belong to, and the vault says which files landlords and lenders will ask for that you have not added yet. Sign-in stays an email code.

  • Filters by housing, insurance, identity and loans
  • Missing: Aadhaar, salary slips, listed once
  • No password to forget, no card to start

Design preview from the redesign in progress. Layout and copy can change before it ships; figures are examples.

  • Design preview: Documents vault with the missing files listed
    Design preview

    Documents vault with the missing files listed

  • Design preview: Sign in with an email code
    Design preview

    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.

  1. First Job
  2. Getting Stable
  3. Growing
  4. Building Wealth
  5. 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.

Your money, growing up.
Start with an email.

No password. No card. Cancel anytime.