Tuesday 25 August

Data: statements to 10 Aug; transactions to 14 Aug

Settings

Local private data entry

Add the missing property, mortgage, investment and pension numbers. Current save target: local git-ignored file.

Local only

Home value + mortgage

Ready

Value and balance entered.

Accessible investments

Partially known

Balance needed.

Pensions

Ready

Balance entered.

Rental property economics

Ready

Core rental economics entered.

Auth QA

Authenticated read/write checklist

Use this after enabling auth locally: sign in, create a household, import the overlay, then confirm the baseline source switches to Supabase.

Mode: local demo

Partially known

Signed out/demo

Partially known

Household missing

Partially known

Baseline: private-import

Partially known

Balance sheet inputs

Leave unknown fields blank. Blank values are treated as missing, not zero.

Rental property inputs

Required for baseline rental calculations: value, rent, mortgage payment and mortgage balance.

Migration helper

Import local overlay to Supabase

After sign-in, this copies the current private-imports/real-asset-overrides.json values into household-scoped Supabase tables. Existing generated Home, investment, pension and matching rental rows are replaced.