PolicyWorkspace help

PolicyWorkspace is a platform for source-backed calculators, estimators, guides, and workflows across personal finance and small-business planning decisions. Each product has its own landing page, status, assumptions, sources, and limitations.

Planned products do not calculate outputs until source records, formulas, assumptions, exclusions, and regression tests are ready. This avoids fake precision and unsupported user-facing claims.

Use the Calculators route for planned and future formula-driven tools such as compound interest, mortgage payment, personal loan, savings, retirement, payroll, and business financing products.

Products use official agencies, regulators, official tools, or primary documentation before broader benchmarks. Product pages show source links and retrieval dates where the product depends on source-backed facts.

Exclusions explain what the product will not do, such as providing professional advice, approvals, guarantees, rankings, or outputs before a workflow is implemented and tested.

Source-backed products should record retrieval dates and effective dates. If a source changes, the product should update its source inventory, assumptions, tests, and visible product copy before relying on the changed fact.

No. You can browse product pages and use available tools without creating an account unless a specific saved-record workflow requires sign-in. Sign in when you want server-backed records, team access, exports, or API access.

Workspace accounts support registration, email confirmation, password sign-in, magic-link sign-in, and password reset. Sessions use httpOnly cookies, and one-time links expire and can only be used once.

The workspace is designed for saved planning records, exports, team notes, member access, and product-specific records as more products launch.

SMB insurance is now one business product inside PolicyWorkspace. Its landing page remains at /products/smb-insurance, and the existing tool route remains available at /estimate for continuity.

Yes. It remains the first live product, with backend execution, source records, saved scenarios, exports, and its own product-specific limitations.

Browser-local drafts can stay in local storage, while signed-in users can save selected records to the workspace. The privacy page explains product-agnostic data categories and product-specific records.

The app keeps a skip link, semantic page headings, visible form labels, keyboard-accessible navigation, readable status messages, and separate treatment for sponsored or partner surfaces.