How To Enter Accounts & Expenses in Legacy Lab

Organize the Essentials

The Accounts & Expenses section is where you can securely store the financial details your family may need one day. It’s not about sharing every dollar — it’s about making sure your loved ones aren’t left guessing when it matters most.

What You Can Use Accounts & Expenses For:

• Banking & Credit Accounts
  List checking, savings, and credit cards so nothing gets lost or overlooked.

• Bills & Subscriptions
  Keep track of recurring expenses like utilities, streaming services, or memberships.

• Insurance Policies
  Note life, health, auto, or home insurance information to simplify claims.

• Loans & Mortgages
  Document payment details and lender contacts for easier management.

• Other Financial Notes
  Add reminders about due dates, account purposes, or special instructions.

Tips:

• Update regularly if you open new accounts or cancel services.

• Pair this section with your Notes to explain the “why” behind certain expenses or accounts.

With Accounts & Expenses, you’re giving your loved ones clarity and direction — taking the stress out of handling financial details during a difficult time.

Here is quick video on how to add a new account or expense.