115 lines
3.6 KiB
YAML
115 lines
3.6 KiB
YAML
name: Separated/Divorced Parents
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layer: living
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description: |
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Managing finances with child support obligations and shared custody expenses.
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Tracks child-related spending for tax and legal documentation.
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categories: []
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# No special categories needed - use standard expense categories
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# Labels indicate child-related expenses and which parent paid
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rules:
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- id: child-support-payment
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pattern: "child.*support|CSA.*payment|maintenance.*payment"
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# No category override - transactions should be categorized as Transfer or similar
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confidence: high
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description: "Label child support payments"
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labels: ["Child Support", "Child Support Paid"]
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- id: child-support-received
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pattern: "child.*support.*received|CSA.*deposit"
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# No category override - transactions should be categorized as Transfer or Income
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confidence: high
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description: "Label child support receipts"
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labels: ["Child Support", "Child Support Received"]
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- id: kids-activities
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pattern: "sport|swimming|dance|music.*lessons|scouts|karate"
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# No category override - use standard Entertainment/Recreation category
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confidence: medium
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description: "Label children's activity expenses"
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labels: ["Kids Expense"]
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- id: kids-medical
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pattern: "pediatric|child.*doctor|dentist.*kids|orthodontist|therapy.*child"
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# No category override - use standard Medical/Health category
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confidence: medium
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description: "Label children's medical expenses"
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labels: ["Kids Expense", "Medical"]
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- id: kids-education
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pattern: "school.*fees|uniform.*school|textbook|excursion|tuckshop"
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# No category override - use standard Education category
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confidence: high
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description: "Label education-related expenses"
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labels: ["Kids Expense", "Education"]
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tax_tracking:
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child_support_documentation: true
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custody_expense_tracking: true
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alerts:
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- type: child_support_reconciliation
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schedule: monthly
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message: "Reconcile child support payments and custody expenses"
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- type: ato_documentation_reminder
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schedule: annual
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before_date: "06-15"
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message: "EOFY - compile child-related expenses for tax return"
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labels:
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- name: "Child Support"
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description: "Child support payment or receipt"
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color: "skyblue"
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auto_apply: false
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- name: "Custody Period"
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description: "Expense during custody period"
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color: "lightpurple"
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auto_apply: false
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- name: "Shared Child Expense"
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description: "Child expense split with ex-partner"
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color: "coral"
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auto_apply: false
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- name: "Contributor: {parent_a_name}"
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description: "Paid by {parent_a_name}"
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color: "orange"
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auto_apply: false
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requires_configuration: true
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configuration_prompt: "Enter name for Parent A:"
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- name: "Contributor: {parent_b_name}"
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description: "Paid by {parent_b_name}"
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color: "cyan"
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auto_apply: false
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requires_configuration: true
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configuration_prompt: "Enter name for Parent B:"
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- name: "Kids: {child_1_name}"
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description: "Expense for {child_1_name}"
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color: "pink"
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auto_apply: false
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requires_configuration: true
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configuration_prompt: "Enter name for first child:"
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- name: "Kids: {child_2_name}"
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description: "Expense for {child_2_name}"
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color: "lightgreen"
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auto_apply: false
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requires_configuration: true
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configuration_prompt: "Enter name for second child:"
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dependencies:
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requires: []
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conflicts_with: ["single", "shared-joint", "sharehouse"]
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# Note: Can be combined with shared-hybrid for divorced parents now living with new partner
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metadata:
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created: "2025-11-22"
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version: "1.0.0"
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author: "Agent Smith"
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priority: 2
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