Welcome to HoldingsHaven
One clear picture of what you own, who owns it, and who inherits it.
Four steps, about fifteen minutes, and your household is set up.
Step 1 · 3 minutes
Set up your household
Where: People & pros → Family & household (country and currency under Settings → Location)
- Add yourself and your spouse or co-owner.
- Add children, heirs, and anyone who may step in later.
- Optional: add each person's jobs — HR or manager contact, company equipment, and work benefits like life or health coverage.
- Adding someone does not email them. Invite people later from your avatar → Sharing.
Step 2 · 7 minutes
Log what you own and what you owe
Where: What you own & owe
- Fastest start: choose Map your household on the Overview. Answer a few quick questions — values are optional, and you review everything before saving.
- Everyday choices (home, bank, retirement, vehicles, loans) are listed first. Specialized options sit below them if you need them.
- Have a spreadsheet? Use Import from a spreadsheet. Imported records are tagged Needs review — the Review queue shows what each still needs.
- Expecting an inheritance, or named in someone else's trust? Mark it Held for my benefit — it stays out of your net worth.
- Never enter account numbers, ID numbers, passwords or crypto recovery phrases. A nickname and the institution is enough.
Step 3 · 3 minutes
Link ownership and beneficiaries
Where: Any record → People & succession
- Note whether it is held personally, jointly, or by a trust or company.
- Record the primary and backup beneficiaries on file with the institution.
- Anything missing a backup is flagged for you.
Step 4 · 2 minutes
Review your binder, reminders and protection
Where: Protect & plan → Emergency binder (or the Emergency binder button on the Overview)
- Preview the Emergency binder — the packet your family would open first. A yearly check lands on Dates ahead, and the Overview flags changes to reprint.
- Use Remind me on Overview suggestions, or add your own to-dos on Dates ahead. Choose email alerts in Settings.
- Every few months, use Update values on the Overview to refresh every balance in one table.
- Working with a CPA, attorney or advisor? Use the packet buttons at the top of Reports.
Tell us how it went
- Did any step feel slow or confusing?
- Was anything you own hard to file in the right place?
- What is the one thing you wish it did right now?
Send thoughts, questions or screenshots to support@holdingshaven.com.