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Good morning, JT
Here's your command briefing for today.
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Open Tasks
TASKS
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Overdue
TASKS
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Today's Hours
TIME
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Active Clients
CLIENTS
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Done Today
TASKS
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Citi CC
FINANCES
📋Today's Tasks
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Add a task in plain English
Describe what needs to be done — AI will parse the priority,
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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✦ Task Preview — does this look right?
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Citi CC …
Costco CC …

Add Transaction

Record an expense or deposit

Payment Method
Running Budget Balances
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Account Balances
Click any value to update — changes save automatically
Total Net Worth
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Yearly Analysis
2026 income, taxes, retirement, account balances & spending by month
Income & Tax
Tax-Advantaged Contributions Track these for your tax return
Account Balances
Monthly Spending by Category
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
💳 Citi Credit Card
Stewardship Balance
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Online Banking Balance
Difference —
Enter your online balance above
💳 Costco Credit Card
Stewardship Balance
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Online Banking Balance
Difference —
Enter your online balance above
Post Reconciliation Entry
Creates a single dated transaction that adjusts both CC balances to match your online banking. Any unexplained difference is posted to Misc. Only cards with a non-zero difference are included.
Edit Payroll & Financial Data
Update paychecks, Roth IRA contributions, mortgage amounts, and IRS contribution limits
📋 Paychecks — Gross, Taxes, Benefits & 401(k)
Month Gross Pay Taxes Withheld Insurance / Benefits HSA Contrib 401(k) Pre-Tax
💰 Roth IRA Contributions — by Month
Month JT Roth IRA ($) Stacy Roth IRA ($)
🏠 Mortgage
Current Balance
Monthly Principal
Interest
Escrow (Taxes + Insurance)
🏦 Ally Savings Sub-Buckets
Sub-Bucket Amount ($)
⚖️ IRS Annual Contribution Limits
HSA (Family)
Roth IRA (per person)
401(k) Elective Deferral
small steps, compounding grace
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