Someone defaulting? Set their invoice to Frozen — it stops counting what's still owed — or Written off to count it as zero. This only changes your projection; Ashlee still settles the real invoice in QuickBooks, and it updates here when she does.
Client
Trip
Balance
How it counts
Vendor Bills · 2026
Still owed · counted
$0
Paid this year
$0
All bills · this year
$0
Last synced
—
These are Atomic Trips vendor / COGS bills pulled from QuickBooks — hotels, tours, transport, and other trip costs. You'll see every bill here, paid or not, but only Open bills tagged to the year you're viewing count toward Money out. QuickBooks itself is still the full record of everything spent — this is here so you can watch it closely.
Vendor
Ref #
Bill date
Due date
Amount
Year
Status
Debts · 2026
Business debt
$0
Home & personal debt
$0
Everything here belongs to the year you picked up top — on 2026 you're adding and editing 2026 debts. The total rolls into your Dashboard's "Money out" as one Debts line.
Debt Calculator — Payment Plan
Model a payoff: enter what you owe, an interest/penalty %, and how many months.
24
Plan's Back-taxes line: $55,000.
Your monthly payment
$0
Months24
Total interest / penalty$0
Total you'll pay$0
Paid off by—
Rough planning estimate using standard installment math (interest each month on the balance). Real IRS plans set their own rate & fees — use this to think it through, then confirm the actual terms.
Your cockpit for the year: what you're planning, what's actually landed, and how close you are to your profit goal.
Click any trip name or dollar amount to edit it, hit Link to tie a line to a real Major Project (its goal flows in),
and tap Open → Booked → Paid as you sell. Every edit saves to your Scott Family Airtable. A project linked to two trips turns red.
0%
to your goal
Projected profit so far – of –
🎯Loading your plan…
Roster filled · linked to a real trip
0 / 0
Trips landed
0 / 0
Revenue booked
$0
Still to sell
$0
Count in plan:
Trip Board
OpenBookedPaid
Opportunities
Lines not yet linked to a real project, or still marked “?”
Unlinked / open slots0
Value to lock in$0
Hit Link on these to tie them to a real Major Project and pull its goal in.
Your Portfolio
Engines behind the year
Core engine
Atomic Trips
$0
Hosted trips — the whole goal.
Household
Personal & Obligations
$0
Payroll, taxes, loans, family — the must-pays.
Planning tools that run on your real Airtable tables. Edit numbers to save them, or use the calculators to model
what-ifs before you commit. When a total looks right, hit Apply to plan to push it into your 2027 goal.
People & Payroll
Manage the team for 2026 — rate, hours, active months, score & notes. Every change saves to Airtable. Uses the year picker up top.
Team yearly
$0
Team monthly (peak)
$0
Left to spend
$0
People active
0
Every role — current, open, future, or under evaluation — in one fast-scan list. Click any cell to edit; it saves as you go. Once a role is really hired, use it to fill in Payroll Budget above.
Role / Person
Department
Status
Employment model
Hire month
Target $/mo
Headcount and cost rolled up by department, straight from the Role Planner above.
Department
Current
Open / future
Monthly cost
Yearly cost
Grade each milestone A–F as the two trainees progress — the overall grade updates itself.
Software & Apps
Every cost line from your App Budgets table. Edit a monthly price to save it; mark Cut to plan a saving.
Current yearly
$0
If you cut the flagged ones
$0
Yearly saving
$0
Lines
0
App / line
$ / mo
Months
Yearly
Status
Keep / cut
Your personal money command. Spending shown for 2026 · subscriptions and pods below. Bank data reads only; nothing is moved.
Budget
$0
Spent
$0
Of budget used
0%
Left
$0
Spending by category
What you actually bought it on — this month so far vs. last month
By pod
Each pod is one of your envelopes · budget × months so far
Pod
Budget
Spent
Used
Progress
Transactions
Pick a month or Review, page with the arrows, and set a pod on any purchase — or tap ✓ to confirm my guess. Changes save to your finance app on desktop.
Recurring · /mo
$0
My budget · /mo
$0
My budget · /yr
$0
Items
0
Recurring charges
Found in your real transactions
These are merchants that keep coming back month after month. Tag each as Subscription, Bill, or Addiction — or None if it's just recurring spend like groceries and shouldn't be budgeted here. Then tap the months you actually pay it: tapped months count toward your budget, anything you leave off is $0 that month. Keep turns the months on, Cut turns them off.
No recurring charges yet. Open the Hub on desktop and pull your transactions — then anything that repeats month to month shows up here to tag.
Your pods
What account / card the money comes from
Pods are your envelopes, grouped Personal / Business / Apps. Personal pods show what you've spent this year; tag purchases to them over in Spending.
Pod
Budget /mo
Spent · year
Accounts & cards
Tick which count as personal, and give each card its pod (envelope)
Set the pod for each card — that's the envelope it's meant for. Then when a purchase's category doesn't match its card's pod, it's flagged as a wrong-card swipe over in Spending. Your three “360 Checking” envelopes look identical here, so assign each by balance/memory.
Use
Account
Where
Type
Pod (card)
Balance
A fuller retirement picture: enter your details and the planner grows your savings, folds in Social Security and taxes,
checks whether your income covers what you'll need, and runs hundreds of market scenarios to score how often your money lasts.
Ages that matter (59½ · 62 · 65 · 67 · 73) are marked. A planning estimate, not financial advice.
Basics
Your savings
Market
Retirement income
Chance your money lasts to age 92
The income gap (today's $ / year)
You'll want$0
Social Security covers$0
So your savings must cover$0
Your savings can safely give$0
Nest egg at retirement
$0
In today's dollars
$0
After-tax income / mo
$0
First RMD at 73 (est.)
$0
Range of outcomes
Middle line = most likely · shaded band = good vs. rough markets