ONE PRIVATE VIEW FOR LIFE & MONEY

Plan your week.Know your money.

Bring tasks, calendar events, goals, focused work, payroll and everyday finances together—then use AI assistance when you want a clearer next step.

Start planning free →Explore Taskmify

✓ Start free✓ Manual money tools included✓ Private account workspace

PRODUCT PREVIEWVideo-ready area

Taskmify

Weekly overview

Good morning

Your week at a glance

Tasks completed12/16

Focused work18.5h↑ This week

Net cash flow$1,240On track

Weekly rhythm

Next up

Project review 9:30

Pay electricity bill Today

Focus session 14:00

Monthly cash flow+$1,240Income minus spending

Today3 prioritiesYour day is mapped out

TasksPlan and complete

CalendarEvents and reminders

Goals & LifeKeep progress visible

MoneyCash flow and accounts

AI AssistantOptional guided insight

WellnessOptional routines

THE TASKMIFY DIFFERENCE

Know what matters.
Plan what happens next.

Taskmify connects the records you already use—calendar, priorities, goals, payroll and finances—without pretending every part of life is the same thing.

✓

Plan your week

Capture priorities, schedule events and see the next seven days without juggling multiple apps.

Build your first week →

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Protect your focus

Track focused work, see your rhythm and give important work a real place on the calendar.

Make time for it →

Understand your money

Track balances, spending, bills, subscriptions, savings and cash flow from one organized dashboard.

See Life & Money →

Estimated net worth$24,680Updated from your records

68%

Income$5,200

Spending$3,960

HousingFoodTransport

LIFE & MONEY

See today clearly. Prepare for tomorrow.

Understand what came in, what went out and what needs your attention next. Taskmify turns everyday records into a useful monthly picture.

Cash-flow clarityCompare monthly income and spending at a glance.
Bills without surprisesKeep upcoming payments and subscriptions visible.
Goals you can followTrack savings progress alongside the rest of your plan.

Explore your financial picture

BUILT FOR THE WAY LIFE MOVES

From intention to action,
all in one flow.

Start with a calm weekly overview

See priorities, scheduled events, work hours and income before the week gets busy.

MON 3TUE 4WED 5THU 6FRI 7

Turn plans into progress

✓Review monthly budget

Prepare presentation

Book dentist appointment

Keep the next decision obvious

Organized views help you focus on what needs attention now—not everything at once.

Your Thursday has room for a 60-minute focus block.

PRIVACY BY DESIGN

Your personal information deserves thoughtful protection.

Taskmify separates each account’s records and keeps sensitive application configuration on the server.

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Private workspace

Your personal plans and finance records are accessible only through your authenticated account.

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Protected sign-in

Passwords are not stored as readable text, and authenticated sessions protect private routes.

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Controlled connections

External integrations are designed so provider credentials remain server-side—not exposed in the browser.

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Human support

Use the contact channel when you need help with your Taskmify account.

A CLEARER WEEK STARTS HERE

Give every priority
a place to live.

Plan your time, understand your money and move through the week with more clarity.

Create your Taskmify account →

COMMON QUESTIONS

What to know before you begin.

What can I manage in Taskmify?

Tasks, calendar events, focused work, income, accounts, transactions, budgets, bills, subscriptions, savings goals and debt.

Do I need to connect a bank?

No. Manual finance tracking works independently, so you can use Life & Money without sharing banking credentials.

Does Taskmify work on mobile?

Yes. The public homepage, sign-in flow and authenticated dashboard are designed for phone, tablet and desktop screens.

Can other users see my data?

Your private workspace is scoped to your authenticated account. Public or collaborative features will only expose information intentionally designed for sharing.

Good morning, Ola

YOUR PERSONAL COMMAND CENTER

Your week, clearly organized

Priorities, time and money—together in one calm view.

Tasks completed

0/0

Focused work

0hThis week

Weekly income

$0No entries yet

Scheduled events

0This week

Weekly schedule

Your next seven days

Priority tasks

Keep the momentum

Work rhythm

Hours logged by day

MONTHLY INCOME

Track every stream in one place.

Tasks

Capture, prioritize, and complete.

Open tasks

0 tasks to complete

○

Completed

0 tasks finished

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Calendar

Plan events and receive browser reminders.

SunMonTueWedThuFriSat

Work & time

Log focused hours and see your rhythm.

Total focused hours0hAcross all logged sessions

Average session0hYour typical focus block

TIME LOG

Recent work sessions

A clear record of the time you protected for important work.

Income

Monitor earnings from every source.

This month$0

All recorded$0

PAYROLL

Pay, hours and estimates

Track worked hours and understand your estimated paycheck. Estimates are not tax advice.

Estimated gross$0Current pay period

Estimated net$0After estimated deductions

Hours recorded0hRegular + premium

YTD gross$00 paychecks

Next paydayNot setCalendar reminder

YTD net$0After estimated deductions

Current pay period

Set up payroll to begin.

Recent paychecks

Your saved estimates and paid checks

Hours

Regular, overtime and double-time entries

Paycheck history

Saved pay-period calculations

ESTIMATE YOUR PAY

Paycheck calculator

Enter the hours and additional earnings for one pay period.

Planning estimate

YOUR PAYROLL DETAILS

Payroll profile

Keep your employer, pay cycle, premiums, and deductions organized.

Private to your account

EmployerJob titleBase hourly ratePay frequencyPay Period Start / AnchorThe start date of a known pay period.Next PaydayYour employer’s next scheduled pay date.Shift differentialDifferential typeDifferential effective dateQualifying hours before this date receive no differential.Estimated tax rate %Pre-tax deductions / paycheckPost-tax deductions / paycheck Sync expected net pay into Life & Money Add payday and pay-period reminders to CalendarPayday reminder (minutes before)Pay-period ending reminder (minutes before)

Tax and deduction figures are estimates for planning only. Verify actual withholding with your employer or tax professional.

PRIVATE WORKSPACE

Notes

Private notes visible only to you.

PERSONAL FINANCE

Life & Money

See where your money is going and plan what comes next.

Total balance

$0Across accounts

Monthly income

$0This month

Monthly spending

$0This month

Upcoming bills

$00 due soon

Savings

$0Goals and accounts

Net cash flow

$0Income minus spending

Spending by category

Current month

Income vs expenses

Monthly cash flow

Estimated net worth$0

Total debt$0

All finance activity

Demo records are labelled and can be edited or removed.

Loading your Wellness space…

YOUR OPTIONAL WELLNESS SPACE

Plan routines. Notice progress.

A non-clinical view of the goals, routines, and activities you choose to record.

Today’s routines0planned for today

Active goals0personal intentions

Recent activities0manually recorded

Planner links0privacy-safe events

TODAY & UPCOMING

Routines

Build repeatable plans and place them into your day.

PERSONAL PROGRESS

Goals

Simple targets defined by you.

MANUAL LOG

Recent activities

Only activities you enter appear here.

PLANNER BRIDGE

Scheduled links

Your main planner sees only “Wellness routine,” date/time, and opaque identifiers.

TASKMIFY PLANS

Choose the right financial toolkit

Compare connection limits and finance features. Manual tracking remains available without a bank connection.

Loading available plans…

Need help choosing?

Send an upgrade request and the Taskmify administrator will contact you before any plan change is made.

PRIVATE NOTIFICATION CENTER

Inbox

Admin communications and Taskmify activity, visible only to you.

Recipient-only access. Inbox details require your authenticated session. Push previews will remain minimal when push delivery is introduced.

PRIVATE CONNECTIONS

People

Find people you know and build a trusted circle. Your planner and financial data always stay private.

Discover people you know

Emails and phone numbers aren't searchable.

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Your circle starts with people you trust.

Search for a Taskmify member to send a connection request.

Connection requests

Only people you approve can connect with you.

Your connections

A private circle for future collaboration.

Message a connection

Private messages are delivered to the recipient's Taskmify Inbox. Only approved connections can message each other.

Your private workspace stays private. Connections never receive your calendar, tasks, reminders, payroll, Budget & Money, bank, email, or phone data.

About you

Personalize your Taskmify account and contact details.

Taskmify AI Assistant

Ask grounded questions about your planning, spending summaries, payroll, or upcoming obligations.

Hi! I’m your Taskmify AI Assistant. I use narrow, read-only Taskmify tools and may make mistakes—verify important information.

AI access is controlled by your Taskmify plan and rollout policy.

Administration

Approve members and monitor your Taskmify installation.

Total users0

Pending approval0

Approved0

Active sessions0

User management

Change approval status or administrator role.

Admin messaging

Send clear Taskmify communications without impersonating another user.

Delivery audit

Contact messages

Messages submitted through Contact Us.