Usage instructions for Plan

Plan helps you track personal and household Projects and Tasks in one spot.


Plan > Projects are typically where Tasks belong, though they can be found under a general Personal or Household bucket too. A Project is a collection of other Projects, Shop > Items, and Tasks. Projects can be associated with Budget > Category.


Plan > Tasks are a thing that you or your household needs to do. Tasks can contain other Tasks (Sub Tasks). Task Names and Details use Markdown, so they can link to things within or outside Homechart if necessary. Tasks can have a Due Date, Due Time, and a Duration. Setting these values will have the Task appear in Calendar, and you’ll receive Settings > Notifications for them.

You can make tasks recur by setting a Due Date and ticking Recurring. Tasks can either recur on their Due Date, or you can tick Recur Based on Completion Date to have the task recur on the date when you actually complete it.

Tasks can reference an Inventory > Item, so you can associate maintenance tasks with your Lawn Mower.


Tasks can be converted to Personal or Household Templates, Tasks (and sub-tasks) that can be easily copied like a packing list for a vacation.


Plan integrates with:

  • Budget: Plan > Projects can be associated with a Budget > Category
  • Calendar: Plan > Tasks will be displayed in Calendar
  • Shop: Plan > Projects can contain Shop > Items