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Finance Slide Deck, Findings, 2026-06-12

URL: https://mkdocs.justinsforge.com/memory/handoffs/finance-slide-deck-findings-2026-06-12/

Built from finance-slide-deck-2026-06-12. Numbers verified against data/finance/finance.db (read-only, WAL; COORDINATION.md checked first, no schema touches).

Deck

  • Link: https://docs.google.com/presentation/d/1pJV18r9K7_08cAaJ9tqJ1DHSJuVXBHVz3NfvIHUI6k4/edit
  • Build path: Google Slides API (option a). The presentations scope was already in forge_google_user.py BASE_SCOPES; the only blocker was the Slides API service being disabled in the forge-personal-assistant GCP project. Enabled it via gcloud services enable slides.googleapis.com (one-time, persists).
  • 5 slides: title, credit cards, finance website, taxes + ERPNext, living-room teaser. Navy/gold/green, one idea per slide, no em dashes.

Verified numbers (source: finance.db balances, latest per account)

Card Balance As of
GOC Chase (6509) $0.00 06-09
Chase Sapphire Preferred (9749) $0.00 06-09
Discover Krystal (1109) $0.00 06-12
Best Buy Citi (8639) $0.00 06-12
Sip 'n' Serve Chase (9643) -$4,026.90 06-09
Chase Sapphire Reserve (8757) -$10,738.03 06-09 (stale)
Amazon Prime Visa (8362) -$2,522.83 06-09 (stale)
NOVA Chase (1042) -$1,285.67 06-09 (stale)
NOVA Chase (2385) -$179.48 06-09 (stale)
JWVR Chase (1773) -$266.85 06-09 (stale)
Amex Blue Cash (2005) -$499.64 06-11

What did NOT check out cleanly (read before presenting)

  1. The Chase feed is stale since 06-09 16:25 CDT, the known per-institution stale-feed alert case. The sync timer ran today at 07:00 and refreshed Fidelity/PNC/Discover/Amex/Citi but Chase is stuck, so any payoff payments made 06-10 or 06-11 on Chase cards are invisible to the lake. As of the last visible Chase data, the Sapphire Reserve showed $10,738.03, Amazon Visa $2,522.83, NOVA $1,285.67 + $179.48, JWVR $266.85. If those were paid off this week the slide is true; the data cannot confirm it yet.
  2. Amex Blue Cash (fresh, 06-11): $499.64 balance remains after the $1,197.64 payment on 06-10. Could be current-cycle spend, but it is a nonzero card balance on a fresh feed.
  3. Sip 'n' Serve exception confirmed: $4,026.90 carried (after a $3,477.73 payment on 06-08). The slide footnote matches reality.
  4. Tax refund: no refund figure exists in finance.db; the deck uses Justin's stated range "$11-12k". Only tax facts in the lake: $9,000 US TREAS payment on 04-15 (Sapphire Reserve) and the manual "Tax Bill" account reconciled to $0 on 06-09 ("tax bill paid 4/15").
  5. ERPNext claim verified against memory: 5 companies seeded on CT 104, daily posting engine live, QuickBooks replaced (reference_forge_biz_apps).

The headline slide stays as Justin wrote it (his claim about actions this week), with the Sip 'n' Serve footnote. Recommend a 30-second Chase app check of the Sapphire Reserve and Amazon Visa before presenting.

[Claude Code]