How can we help you?

LifeAxis lets you track all your bank accounts in one place, giving you a complete view of your cash position.

To add a bank account:

1. Go to Finance → Accounts
2. Click Add Account
3. Select your account type (current, savings, ISA, etc.)
4. Enter the account details and current balance

Features include:

• Balance tracking:Update balances manually as needed
• Account groups:Organise accounts by purpose or institution
• Joint accounts:Assign household members to shared accounts
• Net worth contribution:See how each account affects your total wealth
• Multiple currencies:Track accounts in GBP and other currencies

Tip: Set a regular reminder to update your balances. Weekly or monthly works for most people.

LifeAxis tracks all your regular outgoings and alerts you before payments are due.

To add a bill:

1. Go to Finance → Bills
2. Click Add Bill
3. Enter the supplier, amount, and payment frequency
4. Set the payment method and start date

Bill management features:

• Payment schedules:Track weekly, monthly, quarterly, or annual payments
• Link to assets:Connect bills to properties, vehicles, or insurance policies
• Payment tracking:Record which account or card pays each bill
• Price history:Track how bills change over time
• Categories:Organise bills by type (utilities, subscriptions, insurance, etc.)

Bills appear on your dashboard with upcoming payment dates highlighted.

LifeAxis supports comprehensive investment and asset tracking to give you a complete picture of your net worth.

Investment accounts:

• ISAs:Track Cash ISAs, Stocks & Shares ISAs, and Lifetime ISAs
• Pensions:Monitor workplace and personal pensions
• General investments:Stocks, shares, funds, and trading accounts
• Premium Bonds:Keep track of your holdings

General assets:

• Valuables:Jewellery, art, collectibles
• Equipment:Electronics, tools, appliances
• Other assets:Anything of value you want to track

All assets contribute to your net worth calculation, giving you a complete financial picture at a glance.

Navigate to Finance → Investments or Finance → Assets to get started.

The monthly planner helps you budget and track your spending on a month-by-month basis.

Creating a monthly plan:

1. Go to Finance → Monthly Plans
2. Click Create Plan for the current or upcoming month
3. Set your expected income and allocate amounts to spending categories
4. Track actual spending against your plan throughout the month

Features include:

• Budget vs actual:See how your spending compares to your plan
• Category tracking:Monitor spending across different areas
• Trends over time:Review past months to spot patterns
• Insights:Understand where your money goes

Tip: Start with a simple plan and add detail as you learn your spending patterns. A rough budget is better than none.

LifeAxis provides comprehensive property management for homeowners and renters alike.

For homeowners:

• Property details:Address, purchase price, current value, specifications
• Mortgage tracking:Loan amount, interest rate, deal expiry dates
• Linked bills:Council tax, utilities, insurance all connected to your property
• Documents:Store deeds, contracts, and property paperwork

For renters:

• Tenancy details:Start date, end date, monthly rent
• Landlord/agent info:Contact details for your landlord or letting agent
• Deposit protection:Track your deposit scheme and reference
• Guarantors:Record guarantor information

Properties automatically contribute to your net worth (equity for owned, excluded for rented) and connect to related bills and insurance.

Keep all your insurance policies organised and never miss a renewal with LifeAxis insurance tracking.

Supported insurance types:

• Home insurance:Buildings, contents, or combined policies
• Vehicle insurance:Car, motorcycle, van insurance
• Life insurance:Term life, whole life, critical illness cover

Features include:

• Renewal reminders:Get notified before your policy expires
• Premium tracking:Monthly or annual payment amounts
• Asset linking:Connect policies to properties or vehicles
• Document storage:Attach policy documents for easy access
• Not renewing option:Mark policies you're switching away from

View all your policies in Finance → Insurance or see them linked to specific properties and vehicles.

Your net worth is calculated automatically based on everything you track in LifeAxis.

Assets (what you own):

• Bank account balances
• Investment account values
• Property values (minus outstanding mortgages = equity)
• General asset values

Liabilities (what you owe):

• Credit card balances
• Outstanding mortgage amounts

Net Worth = Total Assets - Total Liabilities

Exclusions: You can mark any account or asset as "excluded from net worth" if you don't want it counted. Useful for accounts you don't fully control or assets that aren't easily liquidated.

Your net worth appears on the Finance dashboard with a trend chart showing how it changes over time.

LifeAxis doesn't connect to banks automatically, you can manually record transactions to track your spending in detail.

To record a transaction:

1. Go to Finance → Transactions
2. Click Add Transaction
3. Enter the date, description, amount, and category
4. Select the account the transaction relates to

Transaction features:

• Categorisation:Track spending by category
• Search and filter:Find transactions quickly
• Date range views:Review spending over any period
• Income and expenses:Track money in and out

Tip: You don't need to record every transaction. Many users track just significant purchases or review bank statements periodically to log key spending.

Your profile is the foundation of your LifeAxis experience, containing your personal information and preferences.

To complete your profile:

1. Click your avatar in the top navigation
2. Select Profile
3. Fill in your personal details, contact information, and preferences
4. Add your driving information if applicable

Profile sections include:

• Personal details:Name, date of birth, contact info
• Address:Link to a property or enter manually
• Driving information:Licence details, points, claims history
• Preferences:Notification settings and display options

Why complete your profile?

• Pre-fills information in forms throughout the app
• Enables relevant reminders (e.g., licence renewal)
• Provides context for AI-powered features

LifeAxis provides secure document storage for all your important paperwork, from contracts to certificates.

To upload a document:

1. Go to Identity → Documents or use the quick add menu
2. Click Upload Document
3. Select the file from your device
4. Add a document type, description, and tags

Security features:

• Encryption:Documents are encrypted before storage
• Google Drive option:Optionally store in your own Google Drive
• Access control:Only you can access your documents

Document organisation:

• Types:Categorise by type (passport, contract, bill, etc.)
• Tags:Add custom tags for easy searching
• Entity linking:Attach documents to properties, vehicles, or people

Access your documents anytime from the Documents section or from linked entities.

Keep a complete record of your career journey with the Work History feature.

To add work experience:

1. Go to Identity → Work History
2. Click Add Work Experience
3. Enter the company, job title, and dates
4. Add details about your role and responsibilities

Information you can track:

• Company details:Name, industry, location
• Role information:Title, responsibilities, achievements
• Dates:Start date, end date (or mark as current)
• Documents:Attach contracts, references, certificates
• Pay history:Record pay changes over time with dates and reasons, rather than overwriting your current figure
• Bonuses:Log ad-hoc bonuses, commission, and one-off payments separately from your base pay
• Holiday:Add a leave year, log days taken or planned, and see your remaining balance at a glance

Benefits:

• Always have employment details ready for forms
• See your career progression at a glance
• Store related documents in one place
• Track your pay history and holiday balance without digging through old payslips or emails

The "My People" feature lets you track household members, family, and other important contacts.

To add a person:

1. Go to Identity → My People
2. Click Add Person
3. Enter their name and relationship to you
4. Add optional details like contact info and date of birth

Benefits of adding people:

• Joint accounts:Assign people to shared bank accounts or credit cards
• Vehicle drivers:Track who drives which vehicles
• Insurance policies:Link family members to policies
• Birthday reminders:Never forget important dates
• Guarantors:Record guarantor details for rentals

People you add appear throughout LifeAxis wherever you can assign household members to accounts, vehicles, or policies.

Goals and habits work together in LifeAxis to help you achieve what matters and build positive routines.

Creating a goal:

1. Go to Identity → Goals & Habits
2. Click Create Goal
3. Define your goal with a clear description
4. Set a target date and break it into milestones if helpful

Building habits:

1. Within a goal, click Add Habit
2. Define the daily or weekly action
3. Track completion each day
4. Build streaks for motivation.

Examples:

• Goal: "Run a 5K": Habit: "Run 3 times per week"
• Goal: "Save £1,000": Habit: "Review spending daily"
• Goal: "Read 12 books": Habit: "Read for 20 minutes"

Your goals and habits appear on the dashboard so you can track progress daily.

Countdowns help you track and anticipate important upcoming events and deadlines.

To create a countdown:

1. Go to Identity → Countdowns
2. Click Create Countdown
3. Enter the event name and target date
4. Optionally add an image and description

Countdown features:

• Days remaining:See exactly how long until your event
• Custom images:Personalise with photos or graphics
• Dashboard display:Show countdowns on your home dashboard
• Goal linking:Connect countdowns to related goals

Example countdowns:

• Holiday departure
• Birthday or anniversary
• Moving day
• Project deadline
• Exam date

Countdowns appear on your dashboard so important dates are always visible.

Mindspace is LifeAxis's wellbeing area, focused on helping you understand and improve your mental and physical wellness.

Current Mindspace features:

• Sleep tracking:Log your sleep and identify patterns
• Wellness insights:Understand trends in your wellbeing data
• Wealth Assessment:Discover your relationship with money

Coming soon:

• Journaling and reflection
• Mindfulness exercises
• Mood tracking
• Wellbeing goals

LifeAxis recognises that true organisation is not just about managing tasks and money. It is about looking after yourself too.

Access Mindspace from the Mind section in the main navigation.

Sleep tracking helps you understand your rest patterns and identify ways to improve your sleep quality.

To log your sleep:

1. Go to Mind → Mindspace
2. Click Log Sleep
3. Enter when you went to bed and woke up
4. Rate your sleep quality
5. Add optional notes about factors affecting your sleep

Insights you'll gain:

• Average sleep duration:Are you getting enough?
• Sleep patterns:Trends over days, weeks, and months
• Consistency:How regular is your sleep schedule?
• Quality trends:Is your sleep improving or declining?

Tip: Try to log your sleep consistently, ideally each morning. Even a few weeks of data reveals useful patterns.

The Wealth Assessment is a psychological quiz that helps you understand your relationship with money and identify your "wealth personality".

What it covers:

• Money beliefs:Your underlying attitudes about money
• Financial anxiety:How money stress affects you
• Spending patterns:Your natural tendencies with purchases
• Saving behaviour:How you approach building wealth
• Money and relationships:How finances affect your connections

After completing the assessment:

• Receive your personalised wealth personality profile
• Get insights into your financial strengths and challenges
• Discover tailored tips for improving your money mindset

The assessment takes about 10 minutes and provides valuable self-awareness about your financial psychology.

Find it in Mind → Wealth Assessment.

The Plan pillar helps you manage everything you need to do with a flexible task management system.

To create a task:

1. Go to Time → Tasks
2. Click Add Task or use the quick add button
3. Enter the task title and any details
4. Optionally set a due date, priority, or project

Task features:

• Completion tracking:Mark tasks done with a single click
• Due dates:Set deadlines and see overdue tasks
• Priorities:Flag important tasks
• Projects:Group related tasks together
• Recurring tasks:Automatically recreate tasks on a schedule
• Frog tasks:Mark your most important task of the day

Your tasks appear on the dashboard so you always know what needs attention.

"Eat the Frog" is a productivity technique where you tackle your most important or challenging task first thing each day.

The idea comes from Mark Twain: "If it's your job to eat a frog, it's best to do it first thing in the morning."

How it works in LifeAxis:

1. Each day, mark one task as your Frog
2. This task appears prominently on your dashboard
3. Complete it first before moving to other tasks
4. Feel accomplished knowing your biggest task is done.

Benefits:

• Momentum:Starting with your hardest task builds momentum for the rest of the day
• Reduced procrastination:No more putting off that difficult task
• Clarity:Forces you to identify what's truly most important

Find your Frog in Time → Tasks and look for the frog icon.

Recurring tasks automatically recreate themselves on a schedule, perfect for regular responsibilities.

To create a recurring task:

1. Create a new task in Time → Tasks
2. Toggle on Make this recurring
3. Set the recurrence pattern (daily, weekly, monthly, etc.)
4. Choose which days or dates the task should repeat

Recurrence options:

• Daily:Every day or specific days of the week
• Weekly:On selected days each week
• Monthly:On a specific date each month
• Custom:Every X days, weeks, or months

Examples:

• "Check bank accounts": Weekly on Monday
• "Pay credit card": Monthly on the 25th
• "Review budget": Monthly on the 1st
• "Water plants": Every 3 days

When you complete a recurring task, the next occurrence is automatically created.

Projects help you group related tasks together, making it easier to manage larger pieces of work.

To create a project:

1. Go to Time → Projects
2. Click Create Project
3. Give your project a name and optional description
4. Add tasks to the project as you work

Project features:

• Task grouping:See all related tasks in one place
• Progress tracking:Monitor completion across the project
• Visual organisation:Projects have distinct colours and icons
• Archive:Completed projects can be archived for reference

Example projects:

• "House Move": All tasks related to moving home
• "Holiday Planning": Research, bookings, packing
• "Tax Return": Gather documents, complete forms, submit
• "Home Improvements": Renovation and maintenance tasks

Time blocking helps you plan exactly when you'll work on tasks, turning your to-do list into a structured schedule.

To schedule a task:

1. Open a task for editing
2. Set a Start Date for when you'll work on it
3. Optionally add a Start Time for a specific hour
4. Set an End Date if the task spans multiple days

Benefits of scheduling:

• Realistic planning:See if you're overcommitting
• Time awareness:Know exactly when tasks are happening
• Focus:Work on what's scheduled for now, not what feels urgent
• Calendar view:Visualise your week at a glance

Tip: Schedule your most important tasks (Frogs) for your most productive hours, usually morning for most people.