Thursday, October 15

Good evening, Dana.

Mom's property tax is due in 3 days, and Marcus is still owed $90 for the pharmacy run.

Household of

Eleanor Hayes

Household spending · October

$4,812.40

12% vs September

Family out-of-pocket this month$868.90

Still due

$2,596.93

5 bills before Oct 31

Owed between family

$296.70

3 open reimbursements

Six-month spending

Records only. BridgeKeep never moves money.

Upcoming bills

$2,596.93 outstanding

Oct10
Water & sewer
Marcus HayesOnline · Mom’s checking
$68.355 days late
Oct18
Property tax, second half
Dana HayesOnline · Mom’s checking
$1,240.00In 3 days
Oct28
In-home care, second half
Priya HayesCheck by mail
$960.00In 13 days
Oct21
Medigap Plan G
Dana HayesAutopay · Mom’s checking
$186.40Autopay
Oct24
PG&E electric & gas
Marcus HayesAutopay · Mom’s checking
$142.18Autopay
Oct3
Medicare Part B premium
Dana HayesDeducted from benefit
$202.90Paid

Total spent$4,812October

Open between siblings

$296.70

3 open
0 settled today

Dana HayesMarcus Hayes
Dana owes Marcus
Half of pharmacy pickup · Oct 9
$90.00
Priya HayesDana Hayes
Priya owes Dana
Gutter repair, split three ways · Oct 5
$142.50
Marcus HayesDana Hayes
Marcus owes Dana
Grocery delivery for Mom · Oct 2
$64.20

1/4 done

Sign financial power of attorneyPriorityDraft ready with Ms. Alvarez, elder-law attorneyDana HayesOct 22
Renew homeowner’s insuranceCompare two quotes before Nov 1Marcus HayesOct 27
Update emergency sheetAdd new cardiologist and pharmacy hoursPriya HayesOct 30
Locate original car titleChecked the hall desk. Try the safeDana HayesOct 12

Marcus Hayes
Marcus recorded lawn service
Covered it himself, not split · Oct 12
$85.00
Dana Hayes
Dana finished a task
Found the original car title in the safe · Oct 12
Done
Priya Hayes
Priya’s CVS Caremark bill was paid
Autopay · Mom’s credit card · Oct 12
$42.10
Marcus Hayes
Marcus recorded a pharmacy pickup
Walgreens · split with Dana · Oct 9
$180.00
Priya Hayes
Priya paid Bayside Companions
In-home care, first half · check by mail · Oct 8
$960.00
Marcus Hayes
Marcus paid Dana back
His third of the gutter repair · Oct 6
$142.50
Dana Hayes
Dana recorded a gutter repair
Ortega Home Services · split three ways · Oct 5
$427.50