Quarterly Shoebox Summary
Close the quarter the way your accountant wishes everyone did: totals by category computed from the ledger entries themselves, the missing-documentation list naming each entry that lacks its paperwork, and the estimated-payment reminder in plain words. Locks the target quarter and the checks FIRST, then reconciles the numbers, then writes the summary — twenty minutes, four times a year, instead of an April archaeology dig. Use for quarterly tax summaries, 'how did the quarter shake out', estimated payment prep, and shoebox quarter closes.
How it runs
| # | Step | Who runs it | What happens |
|---|---|---|---|
| 1 | Scope the quarter | Researcher | target quarter, checks, what the summary must report |
| 2 | Reconcile the quarter | Researcher | category totals from the entries, missing docs, prior-quarter deltas |
| 3 | Write the quarter summary | Copywriter | category table, missing-doc list, one next-quarter action |
| 4 | Evaluate | Reviewer | Grade the deliverable against every acceptance criterion. All pass → finish; any fail → loop back and fix the gap. |
| 5 | Finish | Developer | All acceptance criteria met. Stamp a short summary and report DONE. |
Say something like "quarterly shoebox summary" or "how did the quarter shake out" or "close the tax quarter" or "quarterly expense summary" or "estimated payment prep" in chat to start it.