Makabi Family Monthly Expenses

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Makabi Family Monthly Expenses

Mike & Loren · budget.michaelmakabi.com · live shared data

Dashboard

P&L

Balance Sheet

Expenses

Income

Assets

Actuals / Log

Debts & IOUs

Points

Net Worth by Person (joint items split 50/50)

Run Rates (recurring items only)

	Daily	Weekly	Monthly	Quarterly	Annual

Monthly Spend by Category

Main Category	Subcategory	Type	Monthly	Annual	% of Spend

From To

QuickBooks-style layout: main categories → subcategories → line items. Filter by person to see Michael-only or Loren-only P&L.

Bank Accounts (Cash)

Cash feeds Current Assets above. Update balances anytime — or paste fresh screenshots to Claude and it will update them for you.

show inactive

show inactive

Business estimates auto-recalculate from linked income, growth, margin, years and logged CapEx — click a value for the reasoning. Owner Value overrides the estimate in Net Worth when set.

From To

Log real charges/deposits with dates — including one-time income/expenses and CapEx (link CapEx to its asset so it feeds the valuation).

Click any debt's name to open its full record — servicer, loan number, insurance, escrow, portal links, who manages it. Filter by person to see Michael's vs Loren's obligations.

Card points cross-reference the Debts tab; transferred balances (airlines, hotels) track expiration. Programs expiring within 90 days get flagged.

Add Item

Vendor / Stream *

Category (subcategory)

Kind

Personal / Business

Whose?

Amount ($)

Frequency

Bill Due Day (1-31, optional)

Active

Tags (comma separated)

Linked Debt (mortgage / credit card / loan this payment services)

Description

Notes

Add Asset

Name *

Kind

Whose?

Ownership note

Purchase Price / Initial Investment ($)

Owner / Appraised Value ($) (overrides estimate)

Valuation Method

Full Address (real estate — used for market lookups)

Business valuation inputs

Business Model

Years Operating

Est. Profit Margin %

Growth Trend

Linked Income Stream (optional)

Tags (comma separated)

Notes

Log Actual

Date *

Vendor / Source *

Kind

Personal / Business

Whose?

Amount ($) *

Category (subcategory)

Tags (comma separated)

Link to Asset (CapEx / asset-related — feeds valuation)

Notes

Add Debt / IOU

Name *

Kind

Whose?

Balance Owed ($)

Monthly Payment ($, optional)

Tags (comma separated)

Also create a matching monthly payment expense linked to this debt (in tandem)

Details — one per line, Key: Value (servicer, loan #, insurance & policy #s, escrow, portal URL, who manages it...)

Notes

Add Points Program

Program *

Kind

Whose?

Points Balance

Est. Value (¢ per point)

Linked Credit Card (optional)

Expiration Date (optional)

Tags (comma separated)

Notes

Add Bank Account

Account Name *

Bank

Last 4 Digits

Type

Balance ($)

Whose?

Notes