Money Planner

Any money received: SSI monthly payments, SSI backpay, ABLE deposits. When money comes in here, the total you owe goes down.

This is your share of the home: mortgage, taxes, electricity, gas, water, and trash. It is $687.50 every month, starting January 2026. A paper called a "Bona Fide Loan" was signed on February 27, 2026, making this official.

Clothes, medicine, doctor visits, self-care, transportation, fun with friends. These are things being covered while waiting for SSI.

Add an expense

Category

👗Clothes

🏥Doctor

💊Medicine

🦷Dentist

💅Self-Care

🚗Transport

🎭Fun

🛡Insurance

⚖️Legal

🧳Travel

📦Other

Date

Amount ($)

What was it?

Paid by Dad Mom Mel ABLE Account

Receipt reference

Where is the receipt stored? This will sync to the Qualified Expenses record if linked.

Receipt photo (optional)

📷 Add photo ✕

Tip for a clear photo: lay the receipt flat in good light and fill the frame. After adding it, tap the small photo to open it full size and check it's readable. If it's too blurry, tap "Add photo" again to retake. A little blur is fine, you just need to be able to make out the store and total.

🔗

Also save as Qualified Expense

Creates a linked record in the Qualified Expenses section

Save Cancel

These are virtual buckets that help you track what you are saving toward inside your ABLE account. The money does not move automatically. You just update the saved amount whenever you put money aside.

SSI requires countable assets (bank accounts + cash) to stay under $2,000 at all times. The ABLE account is not counted toward this limit. Keep an eye on PenFed and cash to stay safe.