Thoughts

2 thoughts of type "task" about "Expense Tracking" in the last 30 days

[Medicaid Application] Session 11 COMPLETE: Recalculated FINAL_REPORT.md for correct Feb 2025-Feb 2026 period. Final numbers: Gross Income $75,426.15 (handwritten Feb-May $14,500 + bank Jun-Feb $60,926.15), Business Expenses $17,054.22 (Notion Shop Expenses $6,282.85 + Shop Bills $8,963.02 + tattoo permits $400 + Norfolk convention $1,408.35), Net Self-Employment Income $58,371.93. 11 sessions total. Key additions this session: Feb-May handwritten income/expenses integrated with bank data, Venmo-paid expenses (Notion $72, Later.com $300, GeneratePress $149), Norfolk Tattoo Expo convention costs ($800 booth, $528.35 hotel, $80 parking). 6 open items remain for Dave's review. Next: receipt verification pass to ensure all Notion entries have matching original invoices/receipts.

People: Dave

[Medicaid Application] Session 10 - Receipt cross-verification and Notion fixes: Cross-verified 121 receipt PDFs against Notion Shop Expenses (38 entries) and Shop Bills (now ~111 entries). 94 matched, 21 expected gaps (handwritten/portal era). Found and fixed: (1) Atticus Talak Bifenthrin $43.11 re-added to Shop Expenses (was deleted between sessions), (2) 8 "Website hosting" $35/mo entries corrected from Vendor=Squarespace to Vendor=Cloudways (bank-rounded Cloudways charges), (3) 11 Squarespace Email Campaign $10/mo entries added (Jun 2025-Mar 2026), (4) March 2026 bills added (electric $240.97, Adobe x2, Cloudways $59.49, Spectrum $94.99), (5) Twilio $20 and Claude AI $5+$100 added, (6) FINAL_REPORT.md recalculated: Amazon reduced by $146.21 (Lauren's charges), new totals: Business Expenses $14,602.73, Net Self-Employment Income $53,156.40. Key clarification from Dave: Squarespace $336/yr = annual shop website hosting, $10/mo = email campaign subscription, $35/mo bank charges = Cloudways (not Squarespace).

People: Atticus Talak, Lauren, Dave