Add Context
Tell your advisor anything relevant. Sent with your next report and referenced in future ones — never shown back to you.
Kept for up to 5 reports · weighted less over time
AI Weight — how much should this drive the summary?
Notes & Comments
Dining limit
Category turns yellow at 80%, red when exceeded. Set 0 to clear.
Recategorize
Keyword match: any future transaction containing these words will use this category.
One-time expense
AI won't count this as a spending habit
Reimbursed
Excluded from totals and AI summary
Add Payment
Record a payment received
FREELANCE — PROJECT SHEET ═══════════════════════════════════════════════════ -->
Project
Sessions subtotal$0.00
Overhead (20%)$0.00
Total$0.00
Paid to date$0.00
Balance due$0.00
Sessions & Invoices
Add Session
Work session details
$0.00
New Invoice
Select sessions to include
Sessions subtotal$0.00
Overhead %$0.00
Invoice Total$0.00
Sessions Included
Payments Received
Total paid$0.00
Balance$0.00
Project Metadata
New Project
Fill in project details
Planned Hours—
YTD Total Cost$0.00
YTD Hours0
Hours Left—
Project Details
0
Net worth
tap to dismiss