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Household budget

Larkspur-Whitlock Household · Household budget · Madison, WI

Carys Larkspur keeps the bills for a two-income household in Madison and for the relatives who lean on her, and she uses a booking page to give each new family member a money date where their first bill gets set up and put on the calendar.

Personal and familyIntakeBookings3 tables · 6 views · 1 form · 1 dimension set · 1 booking page · 1 dashboard · 1 digest · 1 notification · 1 stage rule set · 1 agent
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Money date board

Money dates
Booked7
Jory Whitlock — Monthly review, second sessionJory WhitlockMonthly review
Wren Whitlock-Larkspur — Monthly reviewWren Whitlock-LarkspurMonthly review
Emeric Whitlock — Monthly review, second sessionEmeric WhitlockMonthly review
Marguerite Whitlock — Tax papersMarguerite WhitlockTax papers
Fenwick Calloway — Monthly reviewFenwick CallowayMonthly review
2 more
Confirmed3
Carys Larkspur — Monthly review, second sessionCarys LarkspurMonthly review
Ottoline Larkspur — Monthly reviewOttoline LarkspurMonthly review
Thaddeus Larkspur — Insurance renewalThaddeus LarkspurInsurance renewal
Completed16
Carys Larkspur — First bill setupCarys LarkspurFirst bill setup
Emeric Whitlock — First bill setupEmeric WhitlockFirst bill setup
Wren Whitlock-Larkspur — First bill setupWren Whitlock-LarkspurFirst bill setup
Emeric Whitlock — Loan payoffEmeric WhitlockLoan payoff
Ottoline Larkspur — First bill setupOttoline LarkspurFirst bill setup
11 more
No-show1
Jory Whitlock — Monthly review, first sessionJory WhitlockMonthly review
Cancelled1
Emeric Whitlock — Monthly review, first sessionEmeric WhitlockMonthly review

Tables

Money dates

28 sample rows · 10 columns

Every sit-down where a family member's bills are set up, reviewed or re-planned, past and booked.

Money dateFamily memberWhat forSlotLength (minutes)StatusBills set up
Carys Larkspur — First bill setupCarys LarkspurFirst bill setupJun 14, 11:00 PM45CompletedMortgage — Heron Ridge Savings, Water and sewer — City of Fairmont, Phone plan — Northgate Wireless, Streaming bundle — household, Gas — Dane Prairie Power, Phone plan — prior statement, Mortgage — prior statement
Emeric Whitlock — First bill setupEmeric WhitlockFirst bill setupJun 22, 12:00 AM45CompletedElectric — Dane Prairie Power, Internet — Lakeside Fiber, Car insurance — Prairie Mutual, Electric — prior statement, Internet — prior statement
Wren Whitlock-Larkspur — First bill setupWren Whitlock-LarkspurFirst bill setupJul 5, 11:30 PM30CompletedOrchestra dues — Wren, Orthodontist — Wren, Orchestra dues — prior statement, Dental cleaning — Wren
Ottoline Larkspur — First bill setupOttoline LarkspurFirst bill setupJul 11, 3:00 PM60CompletedMedicare supplement — Ottoline, Prescription co-pays — Ottoline, Medicare supplement — prior statement
Thaddeus Larkspur — First bill setupThaddeus LarkspurFirst bill setupJul 11, 4:00 PM60CompletedHome aide — Fenwick for Thaddeus, Property tax — Thaddeus, Hearing aid payment plan — Thaddeus, Home aide — prior statement, Heating oil — Thaddeus
Emeric Whitlock — Loan payoffEmeric WhitlockLoan payoffJul 15, 12:30 AM30CompletedStudent loan — Emeric, Student loan — prior statement
Marguerite Whitlock — First bill setupMarguerite WhitlockFirst bill setupAug 1, 3:30 PM45CompletedRenters insurance — Marguerite
Carys Larkspur — Monthly review, first sessionCarys LarkspurMonthly reviewAug 9, 11:00 PM30Completed—
Jory Whitlock — First bill setupJory WhitlockFirst bill setupAug 10, 12:00 AM30CompletedGym membership — Jory, Auto loan — Jory, Auto loan — prior statement, Gym membership — prior statement
Emeric Whitlock — Insurance renewalEmeric WhitlockInsurance renewalAug 26, 12:00 AM30Completed—
Ottoline Larkspur — Tax papersOttoline LarkspurTax papersAug 29, 3:00 PM60Completed—
Thaddeus Larkspur — Tax papersThaddeus LarkspurTax papersAug 29, 4:00 PM60Completed—

16 more rows

Bills

33 sample rows · 11 columns

Every recurring and one-time bill the household pays, whose it is and where it stands.

BillPay toWhose billAmountStatusDue onPaid on
Gym membership — prior statementFairmont Climbing GymJory Whitlock$58PaidSep 8, 2026Sep 7, 2026
Phone plan — prior statementNorthgate WirelessCarys Larkspur$118PaidSep 10, 2026Sep 9, 2026
Home aide — prior statementFenwick CallowayThaddeus Larkspur$420PaidSep 11, 2026Sep 10, 2026
Mortgage — prior statementHeron Ridge SavingsCarys Larkspur$1,840PaidSep 15, 2026Sep 14, 2026
Orchestra dues — prior statementFairmont Youth OrchestraWren Whitlock-Larkspur$85PaidSep 17, 2026Sep 16, 2026
Electric — prior statementDane Prairie PowerEmeric Whitlock$92PaidSep 18, 2026Sep 17, 2026
Auto loan — prior statementHeron Ridge SavingsJory Whitlock$360PaidSep 19, 2026Sep 18, 2026
Medicare supplement — prior statementCedarwood Senior HealthOttoline Larkspur$187PaidSep 20, 2026Sep 19, 2026
Internet — prior statementLakeside FiberEmeric Whitlock$65PaidSep 21, 2026Sep 20, 2026
Student loan — prior statementGreenfield Loan ServicingEmeric Whitlock$310PaidSep 24, 2026Sep 23, 2026
Gas — Dane Prairie PowerDane Prairie PowerCarys Larkspur$58PaidSep 26, 2026Sep 25, 2026
Vet — Biscuit the dogClover Lane Animal ClinicEmeric Whitlock$212LateSep 27, 2026—

21 more rows

Family

8 sample rows · 5 columns

The people whose bills this household keeps, and how each one is related.

Family memberRelationshipEmailPhoneMonthly take-home
Carys LarkspurSelfcarys@larkspurwhitlock.net(608) 555-0141$6,200
Emeric WhitlockPartneremeric@larkspurwhitlock.net(608) 555-0142$5,400
Fenwick CallowayCaregiverfenwick@larkspurwhitlock.net(608) 555-0148—
Jory WhitlockSiblingjory@larkspurwhitlock.net(608) 555-0147$3,300
Marguerite WhitlockIn-lawmarguerite@larkspurwhitlock.net(608) 555-0146$2,100
Ottoline LarkspurParentottoline@larkspurwhitlock.net(608) 555-0144$2,600
Thaddeus LarkspurParentthaddeus@larkspurwhitlock.net(608) 555-0145$1,900
Wren Whitlock-LarkspurChildwren@larkspurwhitlock.net(608) 555-0143—

Also included

  • Bills coming dueDigest
  • Money date boardStage rules
  • Bill due soonNotificationReminds the household manager three days before a bill falls due.

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