Dataset viewer

2025 taxes - Denise's summary

saved Mar 27, 2026 15:17created 2026-03-27 (written in the YAML)trap
2linked records
1question
1file

Fields

Name2025 taxes - Denise's summary

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 2 pages
Why it exists

near_duplicate Each current policy sits next to last year's. Peg has an old and a new passport. Two diamond solitaire rings, hers and her mother's. Old and new doses of the same drug. Two jewelry appraisals eight years apart, whose names no longer say which is current. Two years of the accountant's summary. The 2019 wills and the 2003 ones are both still in the grey box, per two notes. Not every expired policy is labelled as such any more; the dates say it.

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
q154 What was our adjusted gross income?

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 ←Denise Opperman — Contact; document_subjectDenise Oppermanfolder_document →Taxes — Folder; folder_documentTaxes2025 taxes - Denise's summary

As the app receives it

2

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

{
 "$type": "n_type_document",
 "id": "n_doc_tax_return_2025",
 "createdAt": "1774624620000",
 "name": "2025 taxes - Denise's summary"
}
{
 "$type": "n_type_file",
 "id": "n_doc_tax_return_2025_file_1",
 "uri": "persona-file:documents/tax-return-2025-summary.pdf",
 "createdAt": "1774624680000",
 "thumbnail_600": "persona-thumb:documents/tax-return-2025-summary.pdf",
 "mime_type": "application/pdf"
}

Source

personas/retired-couple/records/documents.yaml:121

- id: doc-tax-return-2025
  kind: document
  created: 2026-03-27
  folder: folder-taxes
  about: [denise-opperman]
  name: 2025 taxes - Denise's summary