How decisions and partial entries work¶

Decide lines, not each purchase¶

The reimbursement form has thirty categories, ninety-odd types and nearly four hundred detail lines; most families use a handful. The tracker is built around a decision on each line: Routine, Used, To check or Not for us.

A status set on a category or a type applies to everything under it that has no status of its own. So you can mark a whole category Not for us in one click and then mark the one or two exceptions under it. The Overview's counts ("Not reviewed: 332") show how much of the form you haven't looked at yet.

Partial entries are fine¶

Marking a line Used asks who provides it, when and how much. You can leave any of that blank: a provider name alone is enough. The same goes for the expense form.

Anything missing (provider, date or amount) is flagged on the entry in the log and listed under Needs details on the Overview, with a Complete button that opens the entry ready to finish. A line marked Used with nothing logged on it yet is listed there too. Entries without a date stay visible under every school-year filter.

Totals count an unknown amount as zero; exports keep it blank.