Caring that makes the difference
Official Benefit Funds Statement
Generated: November 3, 2026 · 2:34 PM
Separate source ledgers
Income Ledgers
Keep government benefit receipts separate from gifts and other income. Each additional income source is tracked independently with its own running balance.
Government Benefits
$2,100.00
Entitlement ledger
Gifts Ledger
$250.00
Subject to $2k threshold
Earned Income
$430.00
Personal earnings/stipends
Return Requests
3
Active return workflows
Income Transactions Stream
Showing records for October 2026
| Individual | Ledger Type | Source / Description | Date | Amount | Current Source Balance | Status |
|---|---|---|---|---|---|---|
| Maya Thompson H1-1048 | Gift | Family Gift Family monetary gift | Oct 20, 2026 | $250.00 | $250.00 | Recorded |
| Sam Patel H1-1093 | Earned Income | Personal Work Income Workshop hourly stipend | Oct 15, 2026 | $430.00 | $430.00 | Recorded |
| Jordan Lee H1-1072 | Refund | Utility Refund Electric co-op deposit refund | Oct 12, 2026 | $75.00 | $75.00 | Recorded |
| Alex Rivera H1-1021 | Government Benefit | October Government Benefit October Monthly Benefit | Oct 3, 2026 | $980.00 | $980.00 | Recorded |
| Maya Thompson H1-1048 | Government Benefit | October Government Benefit October SSI/SSDI Deposit | Oct 1, 2026 | $1,120.00 | $1,120.00 | Recorded |
Displaying 5 of 5 transactions for October 2026.
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Requests to Return Additional Income
Track request, casework decision, and return status
| Individual | Source Ledger | Requested Amount | Request Date | Status | Follow-up Owner | Reason / Details |
|---|---|---|---|---|---|---|
| Sam Patel H1-1093 | Personal Work Income | $200.00 | Oct 18, 2026 | Under review | Jordan Davis | Individual requested return of work earnings for personal purchase. |
| Taylor Brooks H1-1114 | Family Gift | $75.00 | Oct 16, 2026 | Approved | Casey Morgan | Gift return authorized; waiting for disbursement confirmation. |
| Jordan Lee H1-1072 | Utility Refund | $25.00 | Oct 9, 2026 | Completed | Casey Morgan | Refund check disbursed to individual. |
Displaying 3 of 3 return requests.
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