Family Financial Dashboard
Dashboard
Alerts & Notifications
USCIS Document Request
Additional evidence needed for I-751
Crypto Market Alert
Bitcoin up 5.2% today
Joint Account
+2.4% from last month
Account #: 4458-7721-9301-5582
Monthly Income
$8,450.00
Monthly Expenses
$5,220.75
Immigration Status
I-751 Petition to Remove Conditions
Estimated completion: Feb 2024
Next Action:
Joint Interview - Dec 5, 2023
Inherited Property
234 Heritage Lane, San Francisco
Inherited from John's father, 2018
Property Value
$825,000
Mortgage Balance
$312,450
Investment Portfolio
+8.7% this quarter
Banking
Account Details
Current Balance
+2.4% from last month
Account Number
4458-7721-9301-5582
Account Type
Joint Checking
Opened
March 2016
Account Owners
Maria Rodriguez
Primary Account Holder
John Smith
Joint Account Holder
Monthly Spending
Mortgage & Property
$3,420
Living Expenses
$1,240
Immigration & Legal
$560
Investment Funding
$1,800
Total monthly spending: $7,020
Compared to last month: -4.2%
Recent Transactions
| Date | Description | Category | Amount |
|---|---|---|---|
| Oct 10 | Grocery Store | Living Expenses | -$186.42 |
| Oct 8 | John's Salary | Income | +$4,200.00 |
| Oct 5 | Immigration Lawyer | Immigration | -$450.00 |
| Oct 1 | Mortgage Payment | Property | -$2,850.00 |
| Sep 30 | Maria's Salary | Income | +$4,250.00 |
Immigration
I-751 Petition Timeline
Case Information
Case Type
I-751 Petition to Remove Conditions
Receipt Number
WAC-23-145-51234
Filed Date
March 15, 2023
Next Action
Respond to RFE by Nov 15, 2023
Document Checklist
Joint Tax Returns (2020-2022)
Filed jointly showing shared financial responsibility
Joint Bank Statements
24 months of statements from joint account
Lease/Mortgage Documents
Showing co-ownership of inherited property
Joint Investment Records
Crypto and agricultural investment statements
Additional Evidence of Marriage
Photos, travel itineraries, affidavits
Property
Inherited Property
234 Heritage Lane, San Francisco
Single-family home • 3 beds, 2 baths • 1,850 sq ft
Current Value
$825,000
Inherited Value
$550,000 (2018)
Equity Growth
+$275,000 (+50%)
Inheritance Details
Property inherited from John's father, Robert Smith, in 2018 through a living trust. Ownership is held jointly by Maria and John as community property with right of survivorship.
Mortgage Details
Current Balance
$312,450.18
Monthly Payment
$2,850.00
Interest Rate
3.75% Fixed
Term
30 Years
Loan-to-Value
37.9%
Equity Breakdown
Loan Amount
$312,450
Home Equity
$512,550
Investments
Total Portfolio Value
+8.7% this quarter ($6,890.25)
Crypto Investments
$42,150.50
+12.4%
Agricultural & Livestock
$44,270.25
+5.3%
Performance Metrics
Annual Return
+18.2%
Risk Level
Medium
Diversification
High
Liquidity
Mixed
Crypto Portfolio
+12.4% this month ($4,650.20)
Crypto Holdings
Agricultural & Livestock
+5.3% this quarter ($2,240.05)
Agricultural Holdings
Seasonal Update
Harvest season completed. Corn yield exceeded expectations by 12%. Cattle herd increased by 3 new calves.
Recent Investment Transactions
Bitcoin Purchase
Oct 12, 2023 • Crypto Investment
Farm Equipment Maintenance
Oct 10, 2023 • Agricultural Investment
Crop Sale Revenue
Oct 8, 2023 • Organic Corn Harvest
Ethereum Sale
Oct 5, 2023 • Crypto Investment
Profile
Household Profile
Maria Rodriguez
Primary Account Holder
Date of Birth
June 12, 1990
Immigration Status
Conditional Permanent Resident
SSN
***-**-7890
maria.rodriguez@email.com
John Smith
Joint Account Holder
Date of Birth
March 5, 1988
Citizenship
U.S. Citizen by Birth
SSN
***-**-1234
john.smith@email.com
Joint Information
Marriage Date
August 15, 2020
Joint Account Opened
March 2016
Shared Address
234 Heritage Lane, SF
Account Settings
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Security Settings
Two-factor authentication and login history
Linked Services
USCIS, property tax, and investment platforms
Statement Preferences
Paperless or paper statements delivery
Advisor Access
Manage permissions for bankers and lawyers
Audit Trail
View all recent account activities and access logs.