the checker · the pack · the reminder
Know what counts before Social Security tells you it doesn't.
A $19 pack built from your benefits and state, with reminders so nothing goes unreported.
One time, not a subscription. Not advice. We do not speak to SSA for you.
Here is your February. We built the rest too.
- Report wages by
- the 6th
- Distance to limit
- $612 under
The checker asks first.
Before you buy anything, see where you actually stand against the $2,000 or $3,000 resource limit.
the checker — sample
Add your accounts. We show your distance to the limit as you type. Nothing here is saved.
the pack
Four sheets, built from your answers.
Six short questions become a pack that fits your benefit, your state and your household. Every figure below is a sample.
Every account in one sheet, with exclusions marked and your distance to the limit totaled at the bottom.
Every deadline that applies to your benefit, marked on the month.
A dated line each time you report, so you have proof if SSA asks later.
Feb 4 — wages reported, ref. 8841
Jan 6 — wages reported, ref. 8802
Because you have an ABLE account, its balance is excluded from your resource limit.
Source: ssa.gov, ABLE account exclusionFour steps, in order.
Each step exists because a real person needed it before the next one.
- 01
Read the rule
Start from a question with an answer sourced to ssa.gov, not a guess.
- 02
Run the checker
Enter your balances and see your distance to the resource limit.
- 03
Build the pack
Six short questions about your benefit, state and household.
- 04
Get reminded
One email a month, on your day, for as long as you keep it.
The limit hasn't moved. Your life has.
A raise, a gift, a new account. Any of them can put you over a line set decades ago.
$2,000
Individual resource limit
Unchanged since 1989, for one person on SSI.
Source: ssa.gov, SSI resources$11 billion
SSA overpayments, FY2022
Across programs, reported by the Social Security Administration.
Source: SSA Office of the Inspector General85%
Tied to unreported changes
Of SSI overpayments studied by the Inspector General, FY2020–2023.
Source: SSA Office of the Inspector General reportsthe reminder
The pack doesn't end at checkout.
A rule you followed today can change with your income next month. Once a month, on the day you pick, we email a plain reminder. Check your balances, check your calendar, update the log if anything moved.
Your monthly check-in
It's the 1st. Time for your monthly check: any new income, any new account, anything that changed since last month?
Open your resource tracker and reporting calendar below.
Illustrative email content. You choose the send day when you set up the pack; you can turn reminders off at any time.
pricing
The reminder emails are included for as long as you want them. No renewal, no upsell.
- The resource tracker, to print or edit
- Your reporting calendar for the year
- A reporting log to keep proof of what you sent
- A rules sheet for your benefit, state and household
- One reminder email a month, for as long as you keep it
Said plainly.
- Is this legal or financial advice?
- No. It is a tool that organizes public SSA rules around your own numbers. For your specific case, talk to SSA or a benefits counselor.
- Do you talk to SSA on my behalf?
- No. We never contact the Social Security Administration for you. You report; we just make it harder to forget.
- Does this work for a representative payee?
- Yes. The pack works the same way if you manage benefits for a family member or as a payee.
- What happens after the reminder emails?
- They keep coming, once a month, until you turn them off. There is no second charge.