Family Care Plan

Monthly Cash Flow

$0

Income

$0

Expenses

$0

Gap

Coverage without support 0%

Monthly Support Contributions

👩 Linda

$0

👨 Brother

$0

Linda

Brother

Emergency Fund

Current savings

$0

Target (6 months expenses)

$0

Parents' Monthly Income

Social Security — Mom

Social Security — Dad

Pension

Retirement / IRA Distributions

Other Income

Monthly Expenses

Housing (property tax, insurance, HOA)

Utilities

Groceries & Food

Medical & Prescriptions

Transportation

Insurance

Personal Care & Misc

Entertainment & Subscriptions

Outstanding Debts

Credit Cards (total balance)

Credit Card Min. Payments/mo

Other Loans / Obligations

Other Loan Payments/mo

Emergency Fund

Current Savings / Liquid Assets

Other Assets (investments, etc.)

Import Spending Data

📊 Quicken CSV Import

Export from Quicken → File → Export → Transactions to CSV.
The app will auto-categorize parents' spending and flag uncategorized items.

Date Range

Support Contributions

Linda's Monthly Contribution ($)

Brother's Monthly Contribution ($)

Brother's Name

Linda's Monthly Income (for split calc)

Brother's Monthly Income (for split calc)

Current Medical Conditions

Mom's conditions / medications

Dad's conditions / medications

Current Care Needs

Care Level

Current in-home care hours/week

Monthly care cost ($)

Primary care doctor

Specialists

Insurance coverage

Future Care Concerns

Anticipated needs in next 1–3 years

Notes / observations

Document Status

Key Accounts & Policies

Bank accounts (institution, type)

Investment / retirement accounts

Life insurance policies

Home insurance

Attorney / financial advisor

Notes

Shared Notes (Linda & Brother)

Both of you can add notes here. Each note is timestamped and attributed. Save after adding so your brother sees it when he opens the app.

Your Name

Note

👨‍👩‍👧 Family Care

💰 Finances

🏥 Medical & Care

📄 Estate & Legal