Baker, Kevin & Maria
Goals
Notes
Meetings
Tasks
Cashflow
Summary
Annual Summary
Items
Register
Liabilities
Household
Taxes
Insurance
Household
Items
This Year · 2026 ⌄View ⌄+ New Item
Income
$4,050
a month · $2,295 once in Dec
Bills
$1,800
a month · 44% of income
Spending
$750
a month · 19% of income
Periodic
$11,700
a year · 2 items
Income3 items
Kevin — Social SecurityEvery month · 3rd$2,850.00
Maria — PensionEvery month · 1st$1,200.00
IRA distribution · SchwabOnce · Dec 15$2,295.00
Bills1 item
MortgageEvery month · 1st$1,800.00
Spending1 item
GroceriesEvery month · 5th$750.00
Periodic2 items
Whole life premiumEvery year · Mar 1$9,840.00
Auto premiumOn specific dates · May 15, Nov 15$930.00
Mortgage
IncomeBillsSpendingPeriodic
NameMortgage
RepeatsEvery month
On the1st
If it lands on a weekendPay the business day before
NEXTTue, Dec 1Fri, Jan 1Mon, Feb 1
EndsNever
AmountPer monthPer year$1,800.00
New Item
IncomeBillsSpendingPeriodic
NameInternet
RepeatsEvery month
On the12th
Amount$89.00
Done