Thoughts

[Medicaid Application] Session 10 continued - Major discoveries: (1) Reporting period is Feb 2025-Feb 2026, not through March. (2) Venmo is a second payment channel invisible to Woodforest bank data. Business expenses found via Venmo: Notion Business $24/mo (Nov-Mar), Later.com $300.01 (Dec annual), GeneratePress $149 (Jan theme license), plus $321+ in March 2026 AI tool charges (Hedra, fal.ai, Krea, ElevenLabs, OpenRouter, Cloudflare, OpenArt) for future tracking. (3) Squarespace has two products: $336/yr annual hosting + $10/mo email campaign. Bank $35/mo charges are Cloudways, not Squarespace. (4) eBay $70.36 Jul 2025 = Thomas trains, personal. (5) FINAL_REPORT needs complete recalculation for correct period with Venmo expenses included. Notion databases are now the authoritative source for expense data.

Medicaid Application Project - Session 3 Summary (Phase 4 Complete) Completed Phase 4: vendor-specific email extraction for the Medicaid application data gathering project. Project location: ~/Library/Mobile Documents/com~apple~CloudDocs/Projects/Medicaid Application. Plan: ~/.claude/plans/mossy-skipping-muffin.md. Lucky Supply: Extracted 12 itemized orders from Gmail confirmations (Jun 2025 - Jan 2026). Total spend $5,181.22. Eight orders ($3,790.94) billed to Dave's Woodforest card and match bank data. Four orders ($1,390.28) billed to Bryan Reynolds' card (orders #200323, #204168, #205646, #207916), not in bank data. All are business expenses per Dave. Amazon: Extracted 36 shipped email subjects with product names. Classified 20 as business (gloves, razors, ink, aftercare, barriers, tongue depressors), 8 as personal (Kindle, books, fitness gear), 8 as "review" (ambiguous). No dollar amounts from emails, need browser portal verification in Phase 5. Spectrum: Resolved the "higher than expected" billing. Two separate charges per month. ~$90 on the 4th-6th is shop internet (business expense, $909.90 total). ~$120 on the 10th-11th is house internet (personal). Feb 2026 shop internet increased to $94.99, house to $130. Key clarifications from Dave this session: - Carteret-Craven EC = shop electric, fully covered in bank data ($1,968.50 for 10 months). No browser portal needed. - Duke Energy (house electric) not needed for Medicaid application. Previous year's application didn't include it. - OPC*CRAVEN HEALTH DEP $400 (08/24/2025) = tattoo permits, business expense. Currently miscategorized as Electric in bank_transactions_categorized.csv. - Havelock water needs browser portal. Bank only has 4 months at ~$420 each, but last year's was ~$155/month. May be multi-month payments. - Previous Medicaid application included: shop electric, shop internet, water. Not house electric or house internet. Miscategorizations found from Session 2 to fix in Phase 6: Shell gas station tagged as Water/Sewer, Craven County Rec and Mac Daddys restaurant tagged as Electric, Lucky Junction ATM tagged as Lucky Supply. Phase 5 (next session, needs Dave present for logins): Havelock water portal for complete billing history, Amazon order history for amount verification. Handoff prompt written in the tracker.