Help & Onboarding · August 2026 · V1

Help & Onboarding

Teach the shape of Household Ledger without forcing a wizard before the user can enter the product.

First Use

What Household Ledger is, how Household vs Core is organized, where records live, and how apps relate.

Setup Guidance

Progressive setup for household context, members, connections, imports, and high-value baseline data.

Contextual Help

Short explanations, examples, glossary links, and “why this is here” guidance inside complex pages.

Search Help

Find a topic, workflow, or feature without memorizing navigation.

Troubleshooting

Connection problems, missing data, stale state, failed jobs, permissions, imports and recovery.

What's New

Small release/update explanations when a changed workflow materially affects household use.

Start with orientation — do not require complete setup.
Connect or import only what is useful now.
Route unfinished setup into progressive completion, not permanent nagging.
Rule: Help explains the product; it does not become a second navigation system or a source of household truth.