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Family Care Plan
etiennefamsupport.org Β· Private
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v2026.03.29.025
π¨βπ©βπ§ Family Support
Mom & Dad Β· Etienne Family Plan
v2026.03.29.025
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π° Money
Save
Balances
Spending
Setup
Import
β
Year Income
β
Year Expenses
β
Net
β
Avg/mo In
β
Avg/mo Out
β
Avg/mo Net
Avg/mo based on months with data (currently
β
months)
π€ Cash Flow Analysis
Analyze
Tap
Analyze
for AI interpretation of income, spending patterns and trends.
Daily Account Balances β
Solid = combined total Β· Dashed = individual Β·
Red zone = below $0
π€ Balance Analysis
Analyze
Tap
Analyze
β AI identifies what caused low balances, which payments triggered dips, and what to watch.
No transaction data yet.
Go to the
Import
tab to upload BofA CSV files.
Go to Import β
Monthly Breakdown β tap for details
β
π Spending by Category
avg
π·οΈ Payee Category Rules
Manage
Assign a category to a payee name once β all matching transactions auto-categorize on every future import.
Categoryβ¦
π Medical & Rx
π Groceries & Food
π Housing & Property
β‘ Utilities
π Transportation
π Personal Care
π¬ Entertainment
π½οΈ Dining Out
π‘οΈ Insurance
π Gifts & Giving
π° Income / Deposit
βοΈ Transfer (ignore)
οΌ Add
β» Re-apply All Rules to Transactions
β οΈ Uncategorized β tap to assign
π― Historical vs Estimated
β Apply to Expenses
π Spending Breakdown
π€ AI Budget Proposal
π Compare vs Estimated
No transaction data yet.
Go to Import β
Income
$0
Expenses
$0
Gap
$0
Parents' Monthly Income
Monthly Expenses
βΊ Refresh
β Apply All Historical
Category
Your Est.
Historical
Diff
Outstanding Debts
Emergency Fund
Support
π¦ Opening Balances (Oct 1, 2024)
Balance per account as of Oct 1, 2024. Name must match CSV filename.
β
β
β
οΌ Add
Save Opening Balances
π Monthly Summary
Import transaction data to see monthly summary
Redirecting to Spending viewβ¦
π¦ Upload BofA CSV Files
Download from
bankofamerica.com
β each account β Download β CSV.
Upload all 3 files at once or one at a time.
β οΈ Required File Names β must match exactly
stmt.csv
Checking 8903 Β· Bills
stmt-2.csv
Checking 3875 Β· Income
stmt-3.csv
Savings 8730 Β· Property Tax
Rename files before uploading if BofA uses a different name. The app uses the filename to identify which account the data belongs to.
π Upload BofA CSV Files (select all 3)
π Imported Files
π Check Register
Manage
Log check numbers β payee β category. Checks auto-categorize on import.
Categoryβ¦
π Medical & Rx
π Groceries
π Housing
β‘ Utilities
π Transport
π Personal
π¬ Entertainment
π½οΈ Dining
π‘οΈ Insurance
π Giving
π Other
οΌ
π Clear Transaction Data
π₯ Care
Save
Current Medical Conditions
Mom's conditions / medications
Dad's conditions / medications
Current Care Needs
Care Level
Fully independent
Some help needed (errands, appointments)
Daily assistance needed
In-home care required
Assisted living / memory care
Current in-home care hours/week
Monthly care cost ($)
Primary care doctor
Specialists
Insurance coverage
Future Care Concerns
Anticipated needs in next 1β3 years
Notes / observations
π€ Get Care Cost Projections
π Estate
Document Status
Save Status
Key Accounts & Policies
Bank accounts (institution, type)
Investment / retirement accounts
Life insurance policies
Home insurance
Attorney / financial advisor
Notes
Shared Notes (Linda & Brother)
Notes are timestamped and attributed. Save after adding.
Your Name
Linda
Brother
Note
οΌ Add Note
π€ Estate Planning Guidance
π― Advisor
Checklist
Action Plan
Agenda
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No plan saved yet.
Tap
π€
(bottom right) β Full AI Support Plan β then tap
πΎ Save as Active Plan
.
Use this for your next meeting with your brother.
π Static Agenda
π€ AI Agenda
π
Overview
π°
Money
π₯
Care
π
Estate
π―
Advisor
π€
π Clear Transaction Data
Remove imported transactions for a specific date range.
From Date
To Date
Account (leave blank for all)
All Accounts
Cancel
π Clear Selected
Clear ALL transaction data
π€ AI Analysis
Close
Copy
πΎ Save as Active Plan