Ongoing Budget

Coming soon — cashflow, reserves, and envelopes.

What this will do
  • Monthly cashflow by envelope (operating, smoothing, reserve)
  • Annual obligation tracking (insurance, taxes, registration)
  • Pressure valve — flag reserve excess for redistribution
  • Peak-funding shield for variable spending categories
  • Liquidity Elasticity Index — a health score for financial flexibility
Inputs we will need
  • Monthly take-home income
  • Fixed recurring expenses by category
  • Annual obligations with due months
  • Envelope balances (checking, smoothing buckets, reserve)
  • Variable expense history — 12 months per category
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