Fake/sample data onlyNo real records, auth UI, uploads, downloads, payment workflows, or real GIS are live yet.

Finance & Taxes

Finance & tax readiness workflow

This page turns finance and tax planning into a practical readiness workflow: what is due soon, what still needs documents, which categories affect carrying costs, and which next steps stay safe while all data remains fake/sample-only.

Sample planning workflow only. This screen does not make payments, store real bills, collect receipts, or replace outside tax, insurance, legal, or accounting review.

Sample carry plan

$2,430 sample

Combined placeholder carrying costs only.

sample
Due windows in view

4 sample windows

Sample checkpoints, not real deadlines.

review
Missing support items

4 sample gaps

No real files or proofs are stored.

high
Net readiness posture

Needs review

The workflow is ready before real data is approved.

review
Sample-data guardrail

Use this page for readiness, not real payments

This workflow is built to help the owner understand what feels ready, what still needs metadata, and what should stay outside the app entirely. No real bill payment, bank activity, payment confirmation, or receipt handling exists here.

Tax Readiness

Sample readiness lane

Tax workflow foundation

Sample
Tax readinessHigh prioritySensitive
Due WindowBefore real tax review
Sample AmountNo real amount
Next Safe ActionKeep future tax tasks separated from payment proof and account identifiers.
Future Supabase Tabletax_tasks
Workflow Note

Future Supabase path: `tax_tasks` for due-window planning and owner review state.

Sample readiness lane

Recurring carrying-cost visibility

In review
Carrying costsMedium prioritySample
Due WindowYear-round sample planning
Sample Amount$2,430 sample
Next Safe ActionDecide which repeating cost categories deserve their own summary cards first.
Future Supabase Tablefinance_entries
Workflow Note

Future Supabase path: `finance_entries` for recurring sample expense rows.

Sample readiness lane

Missing-document boundaries

Needs owner review
Records readinessHigh priorityPrivate
Due WindowBefore any real files
Sample AmountMetadata only
Next Safe ActionKeep missing bill, notice, and receipt placeholders metadata-only until a document workflow is approved.
Future Supabase Tabledocuments
Workflow Note

Future Supabase path: `documents` for metadata-only placeholders, not file uploads.

Upcoming Due Windows

Sample due window

Sample property tax review window

Needs owner review
TaxesHigh prioritySensitive
Due WindowSample fall review window
Sample Amount$950 sample
Next Safe ActionVerify the future due-date source outside the app before any real bill data is considered.
Future Supabase Table
Workflow Note

Represents a future `tax_tasks` planning row.

Sample due window

Sample insurance renewal checkpoint

Review later
ProtectionMedium priorityPrivate
Due WindowSample annual renewal window
Sample Amount$1,200 sample
Next Safe ActionKeep renewal timing visible without showing a real carrier, policy, or bill.
Future Supabase Table
Workflow Note

Represents a recurring `finance_entries` review row.

Sample due window

Sample seasonal upkeep decision

Future task
MaintenanceMedium prioritySample
Due WindowWeather-dependent placeholder
Sample Amount$280 sample
Next Safe ActionDecide whether upkeep belongs in annual carry or a separate maintenance bucket.
Future Supabase Table
Workflow Note

Represents a non-tax `finance_entries` planning row.

Sample due window

Sample travel-cost checkpoint

Sample
VisitsLow prioritySample
Due WindowPer-visit placeholder
Sample Amount$180 sample
Next Safe ActionKeep visit-cost thinking lightweight until the owner decides whether the category is worth tracking.
Future Supabase Table
Workflow Note

Represents a small `finance_entries` category with no real route or family detail.

Payment Status

Bills reviewed

1 sample lane

A future bill-review step should exist before anything looks paid.

review
Ready to pay outside app

2 sample lanes

The workflow can show readiness, but real payments stay outside Farm Manager.

medium
Payment proof stored here

0 by design

No receipts, bank data, confirmations, or payment uploads belong in this PR.

do not build yet
Missing support items

4 sample gaps

The screen keeps missing-document pressure visible without exposing any real files.

high

Future Supabase Connection Path

finance_entries

Recurring carry, income lanes, expense buckets, and placeholder amount labels.

tax_tasks

Due-window planning, readiness states, and next-review checkpoints.

documents

Metadata-only missing bill, renewal, estimate, and receipt placeholders.

Carrying Costs

Sample carrying cost

Sample property tax carry

Needs owner review
TaxesHigh prioritySensitive
Due WindowAnnual carry lane
Sample Amount$950 sample
Next Safe ActionShow bill timing, review state, and future proof-of-payment boundaries as separate concepts.
Future Supabase Tablefinance_entries
Sample carrying cost

Sample insurance carry

Review later
InsuranceMedium priorityPrivate
Due WindowAnnual carry lane
Sample Amount$1,200 sample
Next Safe ActionKeep protection costs visible without exposing real coverage details.
Future Supabase Tablefinance_entries
Sample carrying cost

Sample maintenance reserve

Future task
MaintenanceMedium prioritySample
Due WindowSeasonal placeholder
Sample Amount$100 sample
Next Safe ActionKeep a lightweight reserve category before any real estimate workflow exists.
Future Supabase Tablefinance_entries
Sample carrying cost

Sample visit-cost bucket

Sample
OperationsLow prioritySample
Due WindowRepeat visit cost
Sample Amount$180 sample
Next Safe ActionDecide whether repeat visits are worth a small seasonal carry bucket.
Future Supabase Tablefinance_entries

Income Opportunities

Sample income lane

Sample hunting lease lane

Needs owner review
Income opportunitiesMedium prioritySensitive
Due WindowSeasonal concept
Sample Amount$1,200 sample
Next Safe ActionKeep this as a concept only until liability and access questions are resolved elsewhere.
Future Supabase Tablefinance_entries
Sample income lane

Sample timber review lane

Future task
Income opportunitiesMedium prioritySensitive
Due WindowLong-horizon placeholder
Sample AmountSample amount TBD
Next Safe ActionTreat this as a future comparison lane, not a live forecast.
Future Supabase Tablefinance_entries
Sample income lane

Sample conservation incentive lane

Review later
Income opportunitiesLow prioritySample
Due WindowProgram-fit placeholder
Sample Amount$600 sample
Next Safe ActionCompare stewardship-aligned income ideas before higher-risk concepts.
Future Supabase Tablefinance_entries

Expense Categories

Sample expense category

Taxes and filings

Needs owner review
Expense categoryHigh prioritySensitive
Due WindowAnnual
Sample Amount$950 sample
Next Safe ActionKeep tax review separate from payment handling.
Future Supabase Tabletax_tasks
Sample expense category

Insurance and protection

Review later
Expense categoryMedium priorityPrivate
Due WindowAnnual
Sample Amount$1,200 sample
Next Safe ActionTrack renewal timing without showing a real policy or carrier.
Future Supabase Tablefinance_entries
Sample expense category

Maintenance and repairs

Future task
Expense categoryMedium prioritySample
Due WindowVariable
Sample Amount$100 sample
Next Safe ActionKeep estimate comparison lightweight until a document workflow exists.
Future Supabase Tablefinance_entries
Sample expense category

Trip and field operations

Sample
Expense categoryLow prioritySample
Due WindowPer visit
Sample Amount$180 sample
Next Safe ActionTrack whether this category is useful without storing route or schedule detail.
Future Supabase Tablefinance_entries

Missing Documents Or Receipts

Metadata-only placeholder

Sample tax notice placeholder

Needs owner review
Missing documentHigh prioritySensitive
Due WindowBefore real tax workflow
Sample AmountMetadata only
Next Safe ActionDefine the minimum metadata needed before any real bill or notice is referenced.
Future Supabase Tabledocuments
Metadata-only placeholder

Sample renewal notice placeholder

Review later
Missing documentMedium priorityPrivate
Due WindowBefore renewal tracking
Sample AmountMetadata only
Next Safe ActionKeep renewal timing visible without pulling in a real document.
Future Supabase Tabledocuments
Metadata-only placeholder

Sample maintenance receipt trail

Future task
Missing documentMedium priorityPrivate
Due WindowBefore expense comparison
Sample AmountMissing file
Next Safe ActionClarify what counts as enough expense proof before any upload workflow exists.
Future Supabase Tabledocuments
Metadata-only placeholder

Sample estimate comparison file

Future task
Missing documentLow priorityPrivate
Due WindowBefore repair comparison
Sample AmountMissing file
Next Safe ActionDefine comparison fields without storing real contractor documents.
Future Supabase Tabledocuments

Next Safe Actions

Required

Keep payment readiness separate from payment execution

Show bill-reviewed, due-soon, and waiting-on-document states without ever turning the page into a payment tool.

Next Safe Action

Future write flows should stay out of scope until real-data rules and auth are approved.

Sample

Promote only low-risk metadata into Supabase first

The first backend-linked finance rows should be sample-only titles, statuses, due windows, and amount labels.

Next Safe Action

Start with `finance_entries`, `tax_tasks`, and `documents` metadata rows only.

Do not build yet

Preserve privacy boundaries on every lane

Real bills, receipts, bank data, parcel identifiers, and payment confirmations stay outside this workflow.

Next Safe Action

Keep private records out until the owner explicitly approves them.

Page sample-data boundary

No real tax bills, parcel numbers, addresses, owner names, tax IDs, payment confirmations, receipts, bank details, coordinates, route/access details, or private records are included.