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Annual fee priority

Citi Strata Premier

D1 has an annual fee review due Jun 8, 2026. Bring the fee decision forward before clearing the rest of the board.

Annual fee review is due; keep only if a retention offer lands.

Review Citi annual fee decision Fee, payout state, and safe-close context Open monthly consequence See how the annual fee changes sample net profit
Bank-bonus priority

Chase Total Checking $300

D2 needs confirm payroll split landed by Jun 2, 2026. Keep the payroll source and bonus snapshot in front of the weekly board before clearing lower-priority actions.

Keep direct deposit active until the bonus posts.

Review Chase Total Checking Requirement, payout, and safe-close timing Open bank-bonus snapshot Monthly-fee assumption and payout review Check direct-deposit sources Payroll split and qualifying deposit setup

Sample weekly review

Clear the sample board.

Seeded review data for the public sample workspace.

Read-only sample

Open actions

5

Overdue

2

Due this week

2

Waiting bonus

2

Decision due

1

Due now

Lifecycle review

D2

Chase Total Checking $300

$300 - Jun 2, 2026

D1

Citi Strata Premier

75K points - Jun 8, 2026

Recently cleared