FinancesNeeds reviewprivate
Tax records and receipts
Finance / Cloud archive / Finance / Tax
Review 20 July
Review completeness before the next finance admin block.
financetaxreceipts
Vault
Document vault
Track where important records live, when they need review, and what depends on them. Store locations and notes here, not secret contents.
items
4
review due
1
expired
0
critical
2
Attention
Review queue
Add
New vault item
Inventory
Vault inventory
ProjectsCurrentcritical
Domain and deployment access map
Account / Password manager / The Melbourne Foundry
Review 1 Aug
Track which accounts control GitHub, Vercel, DNS, and registrar access.
githubverceldns
FinancesNeeds reviewprivate
Tax records and receipts
Finance / Cloud archive / Finance / Tax
Review 20 July
Review completeness before the next finance admin block.
financetaxreceipts
PersonalCurrentcritical
Passport and identity documents
Identity / Encrypted drive / Identity folder
Review 1 SeptRenew 1 May
Keep only location and review metadata here. Do not store document numbers.
identitytravelrenewal
FinancesCurrentprivate
Insurance policy summaries
Legal / Encrypted drive / Policies
Review 15 SeptRenew 15 Oct
Check renewal pricing one month before the policy rolls over.
insurancerenewal