The shape of a check
Every check view returns the same seven columns, so the Action Center is one union and one filter.
(cadence, priority, check_name, status, detail, action, metric)
status: action_required | attention | okWhat it checks
- Daily. Imported transactions waiting for approval, uncategorized spend, a stale sync.
- Weekly. Money sitting unassigned, overspent categories, transfer suspects, the cash buffer against its target.
- Monthly. Is this month's budget set, which accounts have not been reconciled, recurring items that changed.
- Quarterly and yearly. Calendar windows for estimated taxes, document gathering, IRA deadlines, and an insurance review, with a completions table so a done window stays done.
What it taught me
Computing live beats storing state. There is no queue to clear and no job to re-run. The thresholds live in one settings row, which is the only thing a household has to agree on.
Tunable settings
Stale sync hours, uncleared days, reconcile days, cash buffer target, transfer match window, and the tax reserve percentage. All in actions.settings.
Audio · 2 minWhy the cadences match the household's rituals, not the data's