Collaboration Draft

Budget Basics Veteran Review

This page is built so veterans, family members, mentors, and qualified helpers can review the Budget Basics idea before Project 214 turns it into a full tool. The goal is honest input: what feels useful, what feels too much, what feels unsafe, and what is missing.

What Reviewers Are Looking At

These are the Budget Basics pieces we have been shaping. Reviewers do not need to agree with all of them. The point is to find what should stay, change, simplify, or wait until later.

Start Simple

Simple Budget

Income, bills, spending, credit cards, debt, goals, monthly/paycheck views, and a plain snapshot after completion.

Credit Cards

Debt Picture

Credit limits, balances, utilization, minimum payments, planned payments, new card use, and payoff comparison options.

Privacy First

Veteran Control

Private by default, section-based sharing, optional secure links, share history, and no mentor access unless the veteran chooses it.

Support

Find Support

Urgent Resource Guide, qualified helper lanes, optional Life Ops follow-up, referral consent, and saved resources.

Real Life

Receipts & Cash

Quick add expenses, receipt upload, cash tracking, spending buckets, and optional reminders.

Accessible

Language & Access

Simple language options, tone preference, labels/icons, print view, large text, read-aloud, and voice-assisted entry later.

Reviewer Perspective

This helps sort feedback without asking for private information.

Simple Budget Flow

Review the idea of starting simple, then allowing deeper tools later without re-entering everything.

Credit Cards & Debt

Review the idea of showing credit limits, utilization, current balances, minimum payments, planned payments, and payoff comparison methods.

Privacy & Sharing

Review the idea that mentors and staff see nothing unless the veteran deliberately shares selected sections.

Find Support & Urgent Resource Guide

Review the idea of a visible Find Support area, urgent resource buttons, Arizona-first resources, national fallbacks, and optional Project 214 Life Ops follow-up.

Accessibility, Language & Reminders

Review language settings, tone settings, large text, read-aloud, voice-assisted entry later, privacy-safe reminders, and calendar/text/email reminder options.

Overall Review

Feedback Summary

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