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category, due date, and notes automatically.
Follow up with accountant about Q2 taxes, high priority Book annual car service — personal, next week M7 — send proposal to Ensight Energy, high priority Review board meeting agenda before end of month
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Citi CC
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2026 income, taxes, retirement, account balances & spending by month
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Tax-Advantaged Contributions Track these for your tax return
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Baby Steps
Dave Ramsey's 7-step path to financial freedom — your progress, live from your data
Overall Progress
📖 The Baby Steps framework was created by Dave Ramsey and outlined in The Total Money Makeover. Progress figures pull live from your Ledger and Account Balances.
CC Reconciliation
Compare Stewardship ledger balances against your online banking — then post a correcting entry
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Edit Payroll & Financial Data
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