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Documents & Expenses

Review home costs and past work

Record household expenses and dated home milestones, then review totals alongside project and maintenance costs.

How to use it

  1. Open Home Costs & History.
  2. Add a household cost or a home history entry.
  3. Link it to an item, system, project, location, or document.
  4. Use filters, year-to-date comparisons, upcoming estimates, and category summaries to review spending and past work. These totals reflect entered records, not a complete cost-of-ownership forecast.

Available with core home records on all plans. Record, storage and processing allowances apply; household roles determine editing access.

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