Everything, together
Accounts and investments, property and possessions, loans and commitments, insurance and documents, and the people involved, from your accountant to your family.
Inside the desk
How Records works.
One statement for the whole household. Four things to know, pinned to one screen.
- 1What it is
The household record: every account, property, loan and policy, in one statement.
- 2What you see
What you own, what you owe and what is left, as of one date.
- 3Why it matters
Nobody holds the whole picture. Every other desk is written from this one.
- 4What stays yours
You choose what goes in, and who in the family sees it.
Held to
Reconciled, not estimated.
An illustrative household. The figures are examples, not advice.
What it does
Your family’s whole financial life, finally in one place.
One picture the whole family can trust
Both partners can be principals. Nothing important lives in one person’s head or one person’s inbox.
Kept current
When something changes, the picture changes with it. It is the actual picture, not a summary.
Including the things banks don’t see.
The house, the business interest, the art on the wall, the loan to a brother. Real family wealth rarely fits in a brokerage statement. Your office holds all of it.
The five desks
Five desks, one office.
Every desk is written from the same household record, so nothing is entered twice.