What you can do in Lotus

See your recorded account balances, add an expense, and check what is coming up. Balances reflect your Lotus records; they are not a live bank feed.

Record income and purchases, optionally attach receipts, and review or correct the details. Schedule expenses once or repeatedly, then mark them paid after paying outside Lotus.

Manage bank and cash balances and transfers. Upload credit-card statements for review, and keep loan installment schedules. Moving money between accounts does not create income or spending.

Invite members to share household records. Account preferences, household management, and security settings remain available in Settings.