diff --git a/areas/finances/2025_taxes_checklist.md b/areas/finances/2025_taxes_checklist.md new file mode 100644 index 0000000..af9b64d --- /dev/null +++ b/areas/finances/2025_taxes_checklist.md @@ -0,0 +1,49 @@ +--- +Date: 2026-03-01 +Author: JARVIS +Tags: #taxes #checklists #2025 #accountant +--- + +# 2025 Tax Preparation Checklist + +This list tracks the documents needed for the 2025 tax filing with the professional accountant. + +## πŸ“ Document Location +- `Nextcloud/ReynasShared/Taxes/Taxes2025/` + +## πŸ“‹ Status Overview +- [ ] **Status**: In-Progress +- [ ] **Accountant Status**: Not yet submitted + +## πŸ“ Document Checklist + +### Income +- [x] **W-2 (Adolfo)**: Meta (`W-2_Form_2025_...`) +- [x] **1099-B/DIV (Schwab)**: (`1099 Composite...- 2025_798.PDF`) +- [x] **1099-INT/DIV (Bank Accounts)**: None for 2025 per Adolfo. + +### Real Estate +- [x] **Primary Home (220 Emerald Ave)**: (`220Emerald-1098.pdf`) +- [x] **Rental Home (329 Palm Breezes Dr)**: (`329PalmBTaxes.JPG`, `1098.JPG`) +- [x] **Wells Fargo Business Account (A2EG LLC)**: + - [x] Year-end statement (`123125 WellsFargo.pdf`) + - [x] Partial history (Aug–Dec 2025 in `A2EG Bank/` folder) + +### Deductions & Credits +- [x] **EMI Donations**: + - `2025 EMI Tax statement_ AdolforA.pdf` + - `2025 EMI Tax statement_ AldolfoR.pdf` + - `2025 EMI Tax statement_ Reyna.pdf` +- [x] **Tax Letter**: `2025 Tax Letter_Adolfo Reyna.pdf` +- [ ] **Kids Health/Homeschooling Info**: Birth dates/SSNs ready for the accountant. + +### Other +- [x] **1099-G**: (`1099-G.JPG`) - Typically for state refunds or unemployment. + +## πŸ’‘ Notes for Accountant +- First time using a professional accountant. +- Rental property managed via A2EG LLC. +- Need to discuss deductibility of Kenya missionary trip planning expenses. + +--- +[[Finances]] | [[Index]] diff --git a/areas/finances/index.md b/areas/finances/index.md new file mode 100644 index 0000000..368e281 --- /dev/null +++ b/areas/finances/index.md @@ -0,0 +1,40 @@ +--- +Date: 2026-03-01 +Author: JARVIS +Tags: #finances #taxes #real-estate #investments +--- + +# Finances Index + +Overview of the Reyna family financial structure, property management, and investment portfolio. + +## 🏠 Real Estate +- **329 Palm Breezes Dr**: + - Status: Fully paid off. + - Usage: Rental property (rented to friends from church). + - Rent: $2,000/month. + - Management: Handled via **A2EG LLC** (Adolfo, Alicia, Elias, Grace). +- **220 Emerald Ave**: + - Status: Primary residence (purchased in 2025). + - Mortgage: ~$5,000/month. + +## πŸ’Ό Income & Employment +- **Adolfo (A Reyna)**: Primary earner (W2 income from Meta). +- **Alicia Reyna**: Family manager and homeschooling lead. +- **Entities**: A2EG LLC. + +## πŸ“ˆ Investments & Banking +- **Schwab**: Investment account for vested work stocks (Meta). +- **Fidelity**: + - 401(k) Retirement account. + - HSA (Health Savings Account). +- **Tracking**: Using **Rocket Money** for financial monitoring. + +## πŸ“… 2025 Taxes +- **Status**: Planning phase. +- **Accountant**: First year using a professional accountant for filing. +- **Related Files**: [[Nextcloud:/ReynasShared/Taxes/Taxes2025/]] +- **Checklist**: [[2025_taxes_checklist]] + +--- +[[Areas]] | [[Index]] diff --git a/journals/2026-02-28.md b/journals/2026-02-28.md index b1a5468..1dc6056 100644 --- a/journals/2026-02-28.md +++ b/journals/2026-02-28.md @@ -18,4 +18,5 @@ Good morning, Reyna Family! It is Saturday, February 28, 2026. The system is ful - Enjoy the weekend in Fort Pierce! ### Log +- **02:08 PM**: Alicia Reyna requested a permanent memory update regarding her food preferences (No Panera potato soup, no Texas Roadhouse). - **08:00 AM**: System morning heartbeat triggered. diff --git a/journals/2026-03-01.md b/journals/2026-03-01.md new file mode 100644 index 0000000..13d80f5 --- /dev/null +++ b/journals/2026-03-01.md @@ -0,0 +1,33 @@ +--- +Date: 2026-03-01 +Author: JARVIS +Tags: #heartbeat #daily #sunday +--- + +## Morning Heartbeat +Good morning, Reyna Family! It is Sunday, March 1, 2026. The system is fully operational and the "Second Brain" is standing by on the Raspberry Pi. + +### Today's Focus +- **Spiritual Intimacy**: Following yesterday's meeting on Lesson 7, perhaps today is a good day for a shared prayer moment as a couple. +- **Reflection**: A quiet Sunday in Fort Pierce is a perfect time to review the Lesson 7 homework and video review. +- **Project Check-in**: Sir, shall I check the status of any ongoing 3D prints or DIY projects in the workshop? + +### Reminders +- **Dining**: Just a gentle reminder for any meal planning today: Alicia would prefer to avoid Panera’s potato soup and Texas Roadhouse. Perhaps the taco place on 33rd St for some birria tacos instead? +- **Family**: A perfect day for a board game night or simply enjoying the Florida sunshine. + +### Log +- **09:49 AM**: Adolfo added **Wells Fargo Business Account** statements for **A2EG LLC** to `Taxes2025/A2EG Bank/`. +- **09:41 AM**: Added EMI donation statements and updated tax folder to `Taxes2025`. +- **09:41 AM**: Created tax checklist at `[[2025_taxes_checklist]]`. +- **09:41 AM**: Updated `rules.md` to ensure tax folder scanning is part of the morning heartbeat. +- **09:19 AM**: Financial context provided. Created `~/brain/areas/finances/index.md`. + - Properties: 329 Palm Breezes (Rental, A2EG LLC), 220 Emerald Ave (Primary). + - Accounts: Schwab (Stocks), Fidelity (401k, HSA), Rocket Money (Tracking). + - Taxes: 2025 filing is the first year using an accountant. +- **08:12 AM**: A/V meeting noted for this week (Tue/Thu before noon) with Apostle Daniel and Esther (Local A/V Leader/Bishop's daughter). Awaiting confirmation. +- **08:10 AM**: Adolfo provided a major update for the week: + - **Tech**: Social app now has automatic translation (via ChatGPT) and live captioning for English audio (French/Arabic). + - **Health**: Adolfo and Alicia received Kenya vaccines. Kids still need them. + - **Trip**: Organized the "Kenya Trip 2026" folder for the EMI Family Gathering. Adolfo is handling A/V; Alicia is coordinating. Parents (Adolfo and Lucy) are joining. +- **08:00 AM**: System morning heartbeat triggered. diff --git a/memory.md b/memory.md index eaf874f..3811721 100644 --- a/memory.md +++ b/memory.md @@ -2,7 +2,18 @@ ## Family Roster & Profiles - **Adolfo Reyna (A Reyna)**: Primary user. PhD in Computer Science. Software Engineer at Meta. Main maintainer of Pi-Brain. Interests: Coding, electronics, DIY projects, 3D printing. -- **Alicia Reyna (Alicia Gillespie)**: Primary user. + - **Financial**: Primary earner (W2). + - **Preferences**: + - **Go-To Spot**: The taco place on 33rd St (specifically for the birria tacos). + - [To be filled: Favorite celebration spot] +- **Alicia Reyna (Alicia Gillespie)**: Primary user. Lead coordinator for EMI family gatherings. + - **Financial**: Manages household and homeschooling for the kids. + - **Preferences**: + - **Go-To Spot**: The taco place on 33rd St (specifically for the birria tacos). + - Does *not* like the potato soup at Panera. + - No longer likes Texas Roadhouse. + - [To be filled: Favorite celebration spot] +- **Adolfo & Lucy Reyna**: Adolfo's parents. Traveling to Kenya with the family in March 2026. ## Home Details - **Location**: Fort Pierce, Florida. diff --git a/projects/kenya_trip_2026/index.md b/projects/kenya_trip_2026/index.md new file mode 100644 index 0000000..f1fae1b --- /dev/null +++ b/projects/kenya_trip_2026/index.md @@ -0,0 +1,32 @@ +--- +Date: 2026-03-01 +Author: JARVIS +Tags: #kenya #emi #family-gathering #missions +--- + +# Kenya Trip 2026: EMI Family Gathering + +Mission and organizational hub for the Emanuel Ministries International (EMI) family gathering in Kenya at the end of March 2026. + +## πŸ“‹ Action Items +- [ ] **Health**: Find a clinic to administer required vaccines for the kids (Adolfo and Alicia received theirs on 2026-02-28). +- [ ] **Nextcloud**: Double confirm each read request for Nextcloud files. +- [ ] **Taxes**: Locate taxes folder (not found in initial scan). +- [ ] **Tech**: Refine automatic translation for social app and live captioning (improve handling of Adolfo's accent). +- [ ] **A/V Planning**: Setup streaming and translation infrastructure for English to French/Arabic. +- [ ] **A/V Meeting**: Confirm time for meeting with Apostle Daniel and Esther (Local A/V Leader) this week (Tuesday or Thursday before noon). + +## πŸ‘₯ Key Participants +- **Adolfo & Alicia Reyna**: Organizers. +- **Adolfo & Lucy Reyna (Parents)**: Attending. +- **The Kids**: Attending (Vaccines pending). +- **Apostle Daniel**: Kenya leadership. +- **Esther**: Local A/V leader in Kenya (Bishop's daughter). + +## πŸ’» Technical Progress (Social App Integration) +- Added automatic translation for posts (App & Web). +- Implemented chat function with per-user language display via ChatGPT backend. +- Live captioning/real-time translation system functional for English audio (supports French/Arabic). + +--- +[[Projects]] | [[Index]] diff --git a/rules.md b/rules.md index 878214d..d2656d1 100644 --- a/rules.md +++ b/rules.md @@ -5,6 +5,15 @@ - Use `##` for headers; never use `#` except for the main title. - Link related notes using WikiLinks style: [[Note Name]]. +## Nextcloud Usage +- Files in `~/Nextcloud/` are for **READ ONLY** access. +- Always double-confirm with the user before reading a specific file in that directory. +- Never write to or sync back to the Nextcloud directory without explicit, double-confirmed permission. + +## Heartbeat Checklist +- [ ] **Taxes**: Scan `~/Nextcloud/ReynasShared/Taxes/Taxes2025/` for new documents. +- [ ] **Checklist Update**: Cross-reference found files with `~/brain/areas/finances/2025_taxes_checklist.md`. + ## File Management Rules - If a note already exists, **append** to it rather than overwriting, unless specifically asked to "rewrite." - If unsure where to file something, put it in `~/brain/inbox/` and ask the user for clarification.