* Reconstructed from historical daily closes using your current share counts held constant over the period — doesn't account for trades or DRIP additions within the window.
* Contribution = position weight at period start × its period return; contributions sum to the portfolio's total period return.
* Local Ccy. Return isolates price movement with FX held at the period's starting rate; FX Return is the residual — the two sum to each position's Total Return. FX Impact (KPI above) is the same split rolled up to the whole portfolio.

* Excludes "Card Payments/Transfers" — that's money moving between your own accounts (paying off the credit card, internal transfers), not real spending or income.
* Income currently covers Dividend and Interest only — no payroll income is tracked yet, so net cash flow will show negative. That's expected, not a bug.
* Uncategorized transactions are excluded from every total below until you categorize them on the Statements page.

* Expense targets are set by hand, not auto-suggested from history — the current transaction history is dominated by the move-in/renovation and isn't representative of ongoing spending. Type a number into any Target cell and press Enter or click away to save; leave it blank to stop tracking that category.
* Income is projected from the Income Schedule below rather than a flat target — add, amend, or end (set an End Date) a source any time salary or other recurring income changes.
* Dividend income is shown net of a flat 25% estimated tax (a rough placeholder, not precise). Salary and Interest are shown net of estimated Quebec + federal income tax, using 2026 brackets and the Quebec federal abatement — each source's own annualized amount determines its effective rate; this doesn't combine sources into one household bracket walk, doesn't include CPP/QPP/EI, and isn't a substitute for a real tax calculation.
* Months before you set a target aren't graded red/green against it — only actual spend is shown.
* "Card Payments/Transfers" is excluded — it's money moving between your own accounts, not real income or spending.

* Blood pressure and pulse are intentionally excluded here — Apple Health will be the source of truth for heart-rate/BP data once imported, and the single high 2026 reading isn't representative of a trend on its own.
* Flags are taken directly from each report's own printed indicator (asterisks, HIGH/LOW, Abnormal), not recomputed from the reference-range columns — a few of the source PDFs' range columns didn't extract reliably, so trust the flag over an eyeballed range comparison.
* 2024's screening only has qualitative "normal" findings per panel in the source report (no granular numbers) — biometrics and a couple of imaging findings only.