Tasks
Manage your financial tasks and to-dos
Total Tasks
4
To Do
2
In Progress
1
Completed
1
All Tasks (4)
Review Q3 Tax Payments
high
todo
Calculate and prepare quarterly tax payment for Q3 2025
Due 9/3/2025JarvisTax
Update Investment Portfolio
medium
in progress
Rebalance portfolio allocation based on recent performance
Due 8/19/2025YouInvestment
Expense Report Submission
high
completed
Submit monthly business expense report
Due 7/25/2025YouExpense
Review Insurance Coverage
low
todo
Annual review of business and personal insurance policies
Due 9/18/2025JarvisInsurance