Data

This tab acts as your financial guestbook, currently capturing your name and your partner's name. These details are crucial as they pull through to all other sheets, ensuring everything is tailored to you. As our offerings grow, this tab will expand to include names of any account holders, such as children, pets, or even that plant you humorously insist is part of the family. The aim is to create a seamless flow of information into future financial planning tools, enhancing functionality and personalization.