Five record types
- Vehicle: RC, insurance, PUC, FASTag.
- Policy: health, life, motor, term insurance.
- Subscription: Netflix, Spotify, SaaS, gym.
- Holding: stocks, MFs, crypto (live priced).
- Document: contracts, receipts, reports.
How to create one
By conversation:
"Track my car: Royal Enfield, KA01AB1234, RC expires Aug 2027."
By photo:
[send a photo of the RC / policy / receipt]
I OCR, classify, and create the record. You confirm the fields.
How to browse records
Records panel in the dashboard. Filter by type, sort by expiry, search by any field.
- Filter: by type (vehicle, policy, subscription, holding, document)
- Sort: by expiry, by created date, by last updated
- Search: by registration number, policy number, vendor, amount
How records get used
- Expiry reminders: 30 / 14 / 7 days before, on your active channel.
- Aggregations: "what's my total monthly subscription burn?" pulls subscription records and sums.
- Anomaly detection: Netflix charged you ₹999 instead of ₹649? I flag it.
- Live data: holdings priced in real time; portfolio value always current.
Reminders: how to tune
Settings › Records › Reminders:
- Default schedule: 30 / 14 / 7 days.
- Per-record-type: e.g., "remind me 60 days before insurance renewal".
- Per-record: snooze a specific reminder without affecting others.
Edit / archive / delete
From the Records panel, click any record:
- Edit: change fields. I update reminders automatically.
- Archive: record stays for history (e.g., past subscription) but stops triggering reminders.
- Delete: wipes the record. Cannot be undone.
Export
CSV from Records panel. JSON via /api/v1/records (Pro+).
Pairs well with
- Browser: for renewal portals, I refresh records from the source.
- Voice: call the renewal agent triggered from a record.
- Automation: schedule "review portfolio first Monday of each month".