Bookkeeping Full-Stack Application

Folder Structure

Rulebook/
├── RULEBOOK.md                    # Master rules (updated as decisions are made)
├── README.md                      # This file
├── entities/
│   ├── Entity_A/                  # First business
│   │   ├── 2022/
│   │   ├── 2023/
│   │   ├── 2024/
│   │   ├── 2025/
│   │   └── 2026/
│   └── Entity_B/                  # Second business
│       ├── 2022/
│       ├── 2023/
│       ├── 2024/
│       ├── 2025/
│       └── 2026/
├── source_documents/
│   ├── bank_statements/           # CSV/PDF from banks
│   ├── stripe_reports/            # Payout reports from Stripe
│   └── tax_docs/                  # Tax notices, prior returns, etc.
├── rules/                         # Programmatic rules (JSON/YAML)
├── templates/                     # Reconciliation checklists, journal entry templates
├── scripts/                       # Python tools for sync, categorization, reporting
├── reconciliation/                # Reconciliation logs and state
├── reports/                       # Generated monthly/quarterly packets
└── decisions_log/                 # Decision journal (references back to RULEBOOK.md)

Current Status

• Xero connected
• Entities configured
• 2022 triaged
• 2023 triaged
• 2024 triaged
• 2025 triaged
• 2026 YTD triaged
• Full-stack app scaffolded
• Tax returns filed

Next Action

Awaiting Xero connector authorization and entity details.