Finance agent — Mon Sep 14, 2026

Leif answered "yes" to the Fidelity autoinvest question in answers.md: the $600/transfer (up from $300) and its irregular ~12–16 day cadence are intentional. Updated known-recurring.json to reflect this as the confirmed standing baseline and removed the question from questions.json — won't ask again. A fifth $600 transfer posted 9/12 (pending), consistent with the now-confirmed pattern.

Nothing new. Rest of the window is ordinary spend already covered by prior runs or non-recurring: Anthropic $108.88 (9/11, within known 20–200 usage-based range, not OpenAI), two Amazon Marketplace one-offs, Peacefood/Two Boots/Ippodo Tea/Earthbar (routine food & coffee), One Medical $10.68 (9/10), Tribeca Skin Center $191.55 (9/10, flagged 9/11, still single-occurrence), the Alma batch (9/10, covered by the standing "never flag Alma" rule), AMNH $54 (9/7, flagged 9/9), PillPack $2.63 (9/12, flagged 9/13, still single-occurrence), and the routine Fidelity autoinvest transfer (see above). No bank/interest/late fees, no duplicate charges, no known-stream price increases.

No new violations. Tribeca Skin Center and One Medical are on Chase but neither is tied to a tracked Amex credit.

September window opens 9/26–9/30.

No untagged reimbursables this window (no MealPal/OpenAI/Equinox-membership charges posted 9/6–9/14). Expensify deposit $413.21 landed 9/11 — comfortably covers the currently outstanding tagged charges (OpenAI $21.78 + $108.88, MealPal $151.34 = $282.00 combined), no gap. None of the outstanding tagged charges have reached the 45-day mark yet.

Checking balance $928.67 — well under the ~$8k threshold. No sweep candidate.

None.