Thoughts
Medicaid Application Session 13 addendum: Dave confirmed he already downloaded the tattoo permits receipt (Gmail image attachment) and Sheraton Norfolk folio (Gmail PDF attachment). These were the last two items on the "Dave downloads" list. All receipt downloads are now complete. Only remaining tasks: full verification pass (receipts vs Notion) and FINAL_REPORT.md recalculation.
Medicaid Application Session 13 - Receipt replacement complete: Replaced ALL generated receipt PDFs with official documents downloaded from vendor portals and Gmail. 15 Amazon invoices (portal print-to-PDF), 14+1 Squarespace invoices (portal), 13 Spotify (renamed portal UUID files), GeneratePress (Gmail print-to-PDF), 6 one-off receipts from Gmail (Afterlife Press, Norfolk Expo, Cathy Montie, 2x ProTrainings, Mar 2026 Claude Max $100). Added Lauren's ProTrainings BBP ($26.63) to Notion Shop Expenses. Dropped Amazon order 114-6863457-2728209 ($127.94) for having too many personal items. Only generated files remaining are Spectrum Jan/Feb 2025 (intentional). Key discovery: Dave upgraded from Claude Pro ($20/mo) to Claude Max ($100/mo) as of Mar 12, 2026. Next session: full verification pass syncing receipt files against Notion Shop Expenses and Shop Bills databases, then recalculate FINAL_REPORT.md with corrected Spectrum amounts ($118-130/mo vs old $89.99), dropped Amazon order, added Lauren ProTrainings, and Mar 2026 Claude Max.
[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.
[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).
Medicaid Application Session 7 - Receipt PDF Generation Complete (88 PDFs) Generated 88 receipt PDFs across 15 vendor categories using Gmail MCP + fpdf2 Python scripts + Chrome browser portal navigation. All non-Amazon vendors done. EMAIL-BASED (33 PDFs): - Lucky Supply: 8 order confirmations ($151-$462, Jun 2025-Jan 2026) - Spectrum: 10 months (Jun 2025-Mar 2026, $89.99-$94.99/mo from payment confirmation + payment scheduled emails) - Anthropic/Claude: 7 receipts (Dec 2025-Mar 2026, Pro $20/mo, Max $100/mo, one-time credits) - Anthropic API: 1 credit purchase ($20) - Cloudways: 2 invoices (Feb $35.28, Mar $59.49) - Belzel Books: 1 order (#47000, $400 - Chad Koeplinger books) - Afterlife Press: 1 Venmo receipt ($414.50) - Cathy Montie BBP: 1 training ($39.95) - ProTrainings: 1 certification ($26.63) - Twilio: 1 account funding ($20) - Google Workspace: 1 invoice notification PORTAL-BASED (55 PDFs): - Adobe: 20 invoices (10 Lightroom $10.66-$12.80/mo + 10 Creative Cloud Pro $74.71/mo, Jun 2025-Mar 2026) - Squarespace: 11 invoices (10 monthly $10 scheduling + 1 annual $336 website renewal) - Spotify: 5 order history entries (Nov 2025-Mar 2026, $21.34-$23.47 Premium Family) - Carteret-Craven EC: 10 shop electric bills ($160-$241/mo, matched invoice numbers from Lauren's forwarded email to bank-verified amounts) - Havelock Water: 9 shop water bills ($130-$216/mo, from Munis Self Service portal data) NOT AVAILABLE: - ChatGPT/OpenAI (~6 Notion entries): No portal invoice access, no email receipts. Need bank statements as fallback. - Spotify Jun-Oct 2025 (5 months): Not in order history. Payment failures suspected. Need bank statements. - Amazon (~66 entries): Deferred to Session 8 - largest batch, needs dedicated context window. KEY TOOLS/METHODS: - generate_receipt_pdf.py: fpdf2-based PDF generator (no system deps, unlike WeasyPrint which needs libgobject) - Batch scripts: batch_generate_pdfs.py through batch7_squarespace_pdfs.py in project root - Gmail MCP for email data extraction, Chrome MCP for portal navigation - Carteret-Craven EC: Lauren forwarded 16 invoice .eml files; matched invoice numbers to 10 months of CSV amounts NEXT SESSION: Amazon invoices (~66), then Woodforest bank statements (10 months) as universal fallback proof.