Dataset viewer

Pemberwick - my IRA, second quarter 2026

saved Jul 14, 2026 09:14created 2026-07-14 09:14 (written in the YAML)trap
2linked records
1question
1file

Fields

NamePemberwick - my IRA, second quarter 2026

Linked to

2 records

→ the link goes from this record; ← it comes from the other one. These are the edges the build gives the app. A name in the text is only a match on the words and is never treated as a link.

Comments

0

Comments are added in the local viewer; this copy is read-only.

documentclean 1 pages
Why it exists

someone_elses Peg and Ray each have one of nearly everything, an IRA statement included. Both take atorvastatin, at different doses. Only Peg's health care power of attorney is scanned. "My" means Peg's.

only_in_file The facts kept in one file and nowhere else. The long-term care daily benefit ($272.27) is only on the schedule. The life policy's cash value is only on its statement. The cabin's wind deductible ($7,700) and its theft and tree limits are only on its declarations. The house policy's jewelry sublimit, water backup limit and the rule about leaving the house empty in winter (condition 6.4, on page 5 of 8) are only in the policy. Ray's LDL of 68 is only on the lab sheet. Adjusted gross income for 2025 ($116,640) and for 2024 ($109,870) is only in each year's summary. The truck's title number is only on the title (that there is no lien also follows from the purchase receipt's "no loan"). The value of Peg's IRA is only on its statement. The septic system's design and the county's three-year pumping rule are only on the permit.

Questions that use it

1
q157 What is my IRA worth?

In the app

missing

From the app's own code (viewer/app_export.sh): Not made yet: run viewer/app_export.sh retired-couple.

One step out

document_subject ←Peg Ostrander — Contact; document_subjectPeg Ostranderfolder_document →Financial statements — Folder; folder_documentFinancial statementsPemberwick - my IRA, second q…

As the app receives it

2

The graph nodes the build makes for it: the record, and its phones, emails, addresses, pictures and files.

{
 "$type": "n_type_document",
 "id": "n_doc_statement_ira_peg_2026_q2",
 "createdAt": "1784020440000",
 "name": "Pemberwick - my IRA, second quarter 2026"
}
{
 "$type": "n_type_file",
 "id": "n_doc_statement_ira_peg_2026_q2_file_1",
 "uri": "persona-file:documents/statement-ira-peg-2026-q2.pdf",
 "createdAt": "1784020500000",
 "thumbnail_600": "persona-thumb:documents/statement-ira-peg-2026-q2.pdf",
 "mime_type": "application/pdf"
}

Source

personas/retired-couple/records/documents.yaml:229

- id: doc-statement-ira-peg-2026-q2
  kind: document
  created: 2026-07-14 09:14
  folder: folder-financial
  about: [me]
  name: Pemberwick - my IRA, second quarter 2026