# financials tasks

## Bootstrap (active 2026-07-06)

- [ ] Read `agents/financials/ROLE.md` + `agents/financials/inbox.md`
- [ ] Set status to `working`
- [ ] Mine inherited memory → write `/data/cameron/life/projects/financials/overview.md`
- [ ] Post financial-data audit + first-analysis question to Cameron in pane
- [ ] Set status to `idle`

## Near-term (waiting on Cameron's answers)

- [ ] First concrete analysis (monthly review / subscription audit / etc.)
- [ ] Decide whether/when to adopt planned-finance Plaid ingest