Homey manual

User management

Creating a Household.

You are starting with Homey and need to set up a new account for your family.

1. In the first screen select “Create a new Household.”
2. Enter your personal data. You will be the HOUSEHOLD CREATOR. Press “Next” when you are finished.
3. Enter the name of your HOUSEHOLD and a shared family password. You will share the password with the rest of your family. Press “Next”.
4. Choose your plan depending on your family size and the features you wish to use. You can always upgrade later. All the paid plans have 7 days of free trial.
5. Press “Create a new member” to add a family member and/or press done when you are finished.

Logging into an existing household.

When you or someone in your family already created a Household and a personal profile for you all you need to do is log in.

1. In the first screen click “My family has an account”.
2. Enter the unique household name and the family password, that the household creator provided for you and click “Done”.
3. You will see a list of all the family members. Click on your profile.
4. If you have a password, enter your personal password and click “Done”.

Switching a user account within the same household.

If you are using shared devices, it often makes sense to quickly change the user profile in Homey, when someone else starts to use the device.

1. Open the sidebar on the main screen.
2. Click “Switch account”.
3. Click on the user you wish to login as.
4. If the user has a password set, enter the password and press “Done”.

Creating a new family member.

There is a time when a child grows a bit and gets a mobile device, or someone new enters your household. Adding a new family member is straightforward, but only users with the right role can do so.

1. Make sure you are logged in with a parent account or have the right permission enabled.
2. Navigate to the sidebar, Settings,  Household members, where you see the cards of all the users.
3. Click “Add another”.
4. Enter your family member’s data and press “Done”.

Removing a family member.

Either you made a mistake and created two profiles for the same family member or someone moved away, there comes a time when you want to remove a family member from Homey.

1. Make sure you are logged in with a parent account or have the right permission enabled.
2. Navigate to the sidebar, Settings,  Household members, where you see the cards of all the users.
3. Click on the three dots on a family member you wish to remove.
4. Click on “Remove from Household”.
5. Click “Ok” to confirm.

Changing a family member’s role.

Within families various members have different roles and Homey enables you to set different permissions for each family member.

1. Make sure you are logged in with a parent account or have the right permission enabled.
2. Navigate to the sidebar, Settings,  Household members, where you see the cards of all the users.
3. Click on the three dots on a family member whose role and permissions you wish to edit.
4. Click on “Set role and permissions”.
5. Click on “Parent”, “Teen” or “Child” which offer different presets of permissions or click on a specific permission to turn it on or off and create a custom set of permissions.

Editing family member’s information.

As a parent you can change the data of all your family members, like their name, profile picture, email, etc.

1. Make sure you are logged in with a parent account or have the right permission enabled.
2. Navigate to the sidebar, Settings,  Household members, where you see the cards of all the users.
3. Click on the three dots on a family member whose data you wish to edit.
4. Click on “Edit data”.
5. Change the profile picture, name, email or birth date and click “Done” when you are finished.

Changing the Household password.

If, for whatever reason, you might need to change the password,  it’s easy.

1. Make sure you are logged in with a parent account or have the right permission enabled.
2. Open the sidebar on your main screen.
3. Click “Settings”.
4. Navigate to “Household settings”.
5. Tap “Password”.
6. Enter your old and new password and press “Done”. If you forgot your password, select “Forgot password" and follow the directions to reset it.

Changing my personal password.

If your personal password was compromised, you can always change it.

1. Open the sidebar on your main screen.
2. Click “Settings”.
3. Navigate to “User Settings".
4. Tap “User password”.
5. Enter your old and new password and press “Done”. If you forgot your password, select “Forgot password" and follow the directions to reset it.
6. If you want to remove a personal password for your account enter your old password and leave the “New password” field blank and press “Done”.

Changing my family plan.

If your current plan no longer suits your needs, you can always upgrade.

1. Make sure you are logged in with a parent account or have the right permission enabled.
2. Open the sidebar on your main screen.
3. Click “Upgrade”.
4. Select a monthly or yearly plan you wish to use.
5. Enter your App store or Google play information.
   
6. If you are already subscribed, you can manage your subscription in your Apple or Google account.

Starting over.

If all your chores in Homey became overwhelming and no longer make sense, you can remove everything, but family member accounts, and start from scratch.

1. Make sure you are logged in with a parent account or have the right permission enabled.
2. Open the sidebar on your main screen.
3. Tap “Settings”.
4. Navigate to “Household settings”.
5. Tap “Reset household”.
6. Select “OK” to confirm.

Chores

Importing chores from Packs.

The fastest way to add chores to your household is by importing packs. You need to be logged in as a parent, or have the “can edit chores" permission enabled. 

1. Click on “+” on the Jobs or Responsibilities tab.
2. Click on a pack you wish to add.
3. There will be more information on the pack details screen. Click “Get” to proceed.
4. Scroll left and right between chores in the pack and select to which user the chore should be assigned to. If you don’t select anyone, the chore will not be imported.
5. Click “Done” when you get to the end.

Creating custom chores.

Not all chores might be covered in packs. You can always create chores from scratch.

1. Click on “+” on the Jobs or Responsibilities tab.
2. Click “Add a chore”.
3. Select if the chore is a Job or a Responsibility.
4. Enter the name of the chore and and an optional description and picture. Click “Next”.
5. Select which family member the chore will be assigned to and click “Next”.
6. If you selected multiple family members, select how they will share the chore. Click “Next”.
7. Finally you can set more detailed settings on chore due dates, recurrence, availability, photo completions, completion confirmation requirement and difficulty.
8. Press “Done” when you are finished.

Assigning chores to family members.

You can assign existing chores to one or more family members.

1. Click on Jobs or Responsibilities tab.
2. Click on the 3 dots on a chore you wish to assign.
3. Click “Assign”.
4. Click on the family members you wish to assign the chore to.
5. Press “Done" to close the assign window.

Editing a chore

You can assign existing chores to one or more family members.

1. Click on Jobs or Responsibilities tab.
2. Click on the 3 dots on a chore you wish to edit.
3. Click “Edit”.
4. You will go to the steps of setting the type of the chore, name, description, family members and details.
5. Click “Done” on the last screen when you are finished.

Deleting a chore.

You can always remove the chores you don’t need anymore.

1. Click on Jobs or Responsibilities tab.
2. Click on the 3 dots on a chore you wish to delete.
3. Click “Delete chore”.
4. Click “Delete” to confirm.

Completing a chore.

Completing chores is one of the main actions in Homey. It’s pretty simple.

1. Click on Jobs or Responsibilities tab.
2. Click on a chore you wish to complete.
3. Click “Complete” in the Chore details screen.
4. Take a picture of your work if the chore requires it (parents can skip this step, even when marking chores as done for their children).
5. Finally, you can change who completed the chore and when.
6. Click “Submit” when you are finished.

Commenting on a chore

You can post messages on a chore.

1. Click on Jobs or Responsibilities tab.
2. Click on the chore you wish to comment.
3. Click “Comment” on the chore details screen.
4. Write your message and click “Done”.

Filtering chores.

There are a lot of chores in big households and it’s often hard to keep track of them. You can easily filter them out in Homey. 

1. Click on Jobs or Responsibilities tab.
2. Click “Filter”.
3. You will see a list of filtering options like chores due today, and sorting options like by users or time. Click on the filter you wish to apply.

Confirming or refusing a completion.

Some chores require a confirmation from parents before they whoever completes gets money added to their Wallet from a Job or progress towards Allowance.

1. Click on “Reports” in the main menu bar.
2. Click on a family member whose chore completions you wish to confirm.
3. You will see a list of all the chores the user completed. You can switch the daily and weekly view, and move between days or weeks by going left and right
4. Expand a chore to see all daily/weekly occurrences. Click on the checkmark to confirm the completions you wish to.
5. Clicking on the X next to the chore completion, the family member won’t get $ or progress towards allowance and the chore will be reset if it hasn’t been already.

Packs

Creating a pack.

Packs enable you to sort your chores more efficiently. To create a pack: 

1. Click on “Chores” in the main screen.
2. Click on the 3 dots on a chore you wish to move to the new pack.
3. Click “Move to a pack”.
4. Select “New pack".
5. Enter the name of the pack and press “Done”.

Editing a pack.

Editing a pack will enable you to customize the name and the cover photo.

1. Click on “Chores” in the main screen.
2. Click on the 3 dots on the pack you wish to edit.
3. Click “Edit details”.
4. Select the cover photo or change the name and press “Done” when you are finished.

Moving chores to a pack.

You can move chores from one pack to another. To move a chore to a pack.

1. Click on “Chores” in the main screen.
2. Click on the 3 dots on the chore you wish to move to a pack.
3. Click “Move to Pack”.
4. Select the Pack you wish to move the chore to and press “Done” to finish.

Assigning all chores in a pack.

Packs allow you to edit and assign all the chores within it more easily.

1. Click on “Chores” in the main screen.
2. Click in the 3 dots on the pack which chores you wish to assign.
3. Click on “Assign to”.
4. Scroll left or right to switch between chores and select the users on the bottom.
5. Press “Done” when you get to the end.

Deleting a pack.

You can safely delete a pack, since the containing chores will simply be moved out of the pack.

1. Click on “Chores” in the main screen.
2. Click on the 3 dots on the pack you wish to remove.
3. Click “Delete”.
4. Click “Ok” to confirm.

Wallet

Access family member’s Wallet.

Wallets give you access to all the money a family member currently earned and the goals they are working towards.

1. Click “Wallets” in the main screen.
2. Select the family member whose wallet you wish to access.
3. You can see the money they earned, their progress towards daily and weekly goals as well as their Jars.

Add or remove money from a family member.

Sometimes you may wish to give a kid some money if they been especially good today, punish them if they misbehaved (like a “swear jar" method), or remove money from their Wallet when you buy something for them with your own money or card. 

1. Click “Wallets” in the main screen.
2. Select the family member whose wallet you wish to access.
3. Click on the Wallet amount boost or reduce button.
4. Add or remove $ and provide a reason.
5. Press “Done” when you are finished.

Set daily goal.

Daily goals enable kids to unlock their daily privileges like “Screen time" when they complete all their Responsibilities for today.

1. Click on “Wallets” on the main screen.
2. Select the family member whose daily goal you wish to set.
3. Press “Set a daily goal”.
4. Choose what the family members daily privilege is.
5. Optionally set Strictness or the percentage of their Responsibilities set for each day they need to complete in order to unlock the daily Privilege.
6. Press “Done” when you are finished.

Edit daily goal.

As time goes on, our wishes change. You can easily edit the daily goal for each family member.

1. Click on “Wallets” on the main screen.
2. Select the family member whose daily goal you wish to edit.
3. Click the “pen” button next to their daily goal progress bar.
4. Set their daily privilege and optional Strictness.
5. Press “Done” when you are finished.

Setting a weekly allowance.

Allowance, is the first step in getting kids to learn about money. In Homey you can set up allowance that pays out weekly, but only when and if all the Responsibilities have been done.

1. Click on “Wallets” on the main screen.
2. Select the family member whose allowance you wish to edit.
3. Press “Set Allowance”.
4. Choose the weekly amount value by pressing “+” or “-”.
5. Set the percent of Responsibilities needed to be completed on a given week to unlock Allowance by moving the Strictness slider.
6. Press “Done” when you are finished.

Editing a weekly allowance.

As kids grow their needs and wishes usually grow and require more allowance. A lot of parents pay somewhere from $.50 to $2 a week per child age. 

1. Click on “Wallets” on the main screen.
2. Select the family member whose allowance you wish to edit.
3. Press the “pen” button next to the allowance progress.
4. Choose the weekly amount value by pressing “+” or “-”.
5. Set the percent of Responsibilities needed to be completed on a given week to unlock Allowance by moving the Strictness slider.
6. Press “Done” when you are finished.

Paying out allowance. 

Once kids complete their weekly goals they unlock their allowance for their week. As a parent all you need to do now is to confirm their allowance and add the allowance to the kids wallet.

1. Click on “Wallets” on the main screen.
2. Select the family member whose allowance you wish to pay out.
3. You will see a list of allowance progress for each week near the bottom of the screen.
4. The weeks that have not been payed have a “Pay” button underneath.
5. Click the “Pay” button to confirm allowance for the week and add the money to the kids wallet.

Creating a Jar.

To achieve financial success as adults it’s important to start learning to plan for the future early on. Saving goals in Homey are called Jars. To create one:

1. Click on “Wallets” on the main screen.
2. Select the family member whom you wish to create a Jar for.
3. Click “Create a Jar” on the bottom of the screen or press the “+” button to the right of existing Jars if they already exist.
4. Type in the name of the Jar and the amount of money to save.
5. Press “Done” when you are finished.

Editing a Jar.

In case you wish to edit a jar:

1. Click on “Wallets” on the main screen.
2. Select the family member whom you wish to edit a Jar for.
3. Click on the 3 dots on the top right corner of the jar.
4. Click “Edit jar”.
5. Type in the name of the Jar and the amount of money to save.
6. Press “Done” when your are finished.

Deleting a Jar.

Sometimes a jar just doesn’t get the love it expected. To delete a jar: 

1. Click on “Wallets” on the main screen.
2. Select the family member whom you wish to delete a Jar for.
3. Click on the 3 dots on the top right corner of the jar.
4. Click “Delete Jar”.
5. Click “Ok” to confirm your choice.

Adding $ to a Jar.

At Homey we believe kids should be in charge to of adding funds to their own savings goals. That means that they can add money to their Jars on their own.

1. When logged in as a Child click “Wallet” on the main screen.
2. Click on a Jar you wish to add money to.
3. Drag up on the Jar or press the “+” button above a Jar.

Removing $ from a Jar.

At Homey we believe kids should be in charge to of adding funds to their own savings goals. That means that they can remove money from their Jars on their own.

1. When logged in as a Child click “Wallet” on the main screen.
2. Click on a Jar you wish to remove money from.
3. Drag down on the Jar or press the  “-” button below a Jar.

Closing a Jar.

Once the jar is full you can pay your kids the amount either in cash or buy them a product or service defined in the jar – so that they can spend it on their goal or put it toward savings.

1. When logged in as a Parent click “Wallets” on the main screen, and choose a child.
2. Once a Jar is completely full a “Payout" button will appear on it.
3. Click the “Payout” button to close the Jar.