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Personal
Reruns every number with your current rules and assumptions. It never claims a bank refresh.

As of CST · Bank of America stale

Personal · 1 person · 3 shares · 0 pending

Shared with Claire

What Claire can see or contribute to, and what stays private. Only James invites, revokes, and approves.

People · 1

Claire trusted partnerwife · 3 shares

Only James can invite, revoke, or approve. A relationship, household, or subscription never grants access by itself.

Shares · 3

WhatWithRoleFuture recordsSinceActions
Japan tripGoalClairecontributeinclude futureWed 9 Sept, 8:00 PM
Claire's invoice 2 weeks lateScenarioClairecontributeinclude futureMon 2 Nov, 8:00 PM
Oak & Ember CoffeeBusiness · summaries onlyClaireviewexisting onlyWed 30 Sept, 9:00 PM

Everything not listed here is private: accounts, balances, transactions, budgets, debt, the emergency reserve. Totals Claire sees are computed only from what is shared with her.

Bills Claire takes care of

Internet · $79.00 · Claire paysClaire pays from her own account; James reimburses half ($39.50). Responsibility is coordination only and grants no access.

Invitations · 3

ForToRoleStatusExpires
Japan tripclaire@example.comcontributeacceptedTue 15 Sept, 8:00 PM
Claire's invoice 2 weeks lateclaire@example.comcontributeacceptedMon 9 Nov, 4:00 PM
Oak & Ember Coffeeclaire@example.comviewacceptedTue 6 Oct, 9:00 PM

An invitation expires 7 days after it is sent. Invitees see what you share only after they accept.

⌘K search · ⌘R recalculate · ⌘N scenario · ⌘⇧C switch context · ? shortcutsEngine 0.1.0 · rule set 1 · fictional sample data · every number traceable to its source records