Nerdy Girl Inc — Combined Expense Dashboard

⬇ Excel backup 📄 May report (PDF)
TOTAL MONEY OUT
BUSINESS EXPENSES
PERSONAL / NON-BUSINESS
PAYMENTS TO CAROLYNE (TRANSFERS)

Expenses by Category

Business vs Personal vs Transfers

Funding vs Spending — Sonny’s Venmo → Carolyne vs Michelle’s Spruce account

Category Breakdown

CategoryTypeAmount%

Top Vendors

VendorAmount

All Transactions

DateSourceVendorCategoryTypeAmount
Reading this dashboard. Two May 2026 statements are combined here: Michelle's Spruce spending account and Sonny's Venmo (@lynn-harle). Use the View menu to see each on its own or combined. Payments to Carolyne Morgan ($9,636) are shown as Transfers, not expenses — that money largely funds the Spruce account whose spending is already itemized, so counting it as an expense too would double-count it. Business vs Personal totals therefore exclude transfers. To add a future statement, hand it to Claude and ask to add it. This is a bookkeeping summary, not tax advice.