SubscriptionsThe Command Layer for the Whitfield Family Office
|Mar 22, 2026|Demo User
JW
Subscriptions
21 active · ~$3,579/mo estimated
All accounts synced
Monthly Total$3,579estimated
Annual Total$42,945projected
Active Subs21across 5 categories
Pay Methods3BofA, Chase, Amex
Software / Business
5 items · ~$345/moServiceEntityCostCyclePayment
Sage Accounting$45/mo x 3 LLCs
3 LLCs
$135/monthBofA
Google Workspace$14/user x 3
3 users
$42/monthChase
Buildertrend
Whitfield Builders
$99/monthBofA
Hostaway
Lake Norman Getaway
$40/monthBofA
QuickReport
Whitfield Capital
$29/monthChase
Insurance
4 items · ~$1,390/moServiceEntityCostCyclePayment
Commercial Property Insurance
Whitfield Properties
$520/monthBofA
General Liability (construction)
Whitfield Builders
$380/monthBofA
Auto Insurance (3 vehicles)
Personal
$340/monthChase
Umbrella Policy
Personal
$150/monthBofA
Personal
5 items · ~$106/moServiceEntityCostCyclePayment
Netflix
Personal
$23/monthChase
Spotify Family
Personal
$17/monthChase
YouTube Premium
Personal
$14/monthChase
Amazon Prime
Personal
$139/yearChase
WSJ
Personal
$40/monthAmex
Memberships
4 items · ~$1,118/moServiceEntityCostCyclePayment
Quail Hollow Club
Personal
$850/monthBofA
YMCA Family
Personal
$89/monthChase
Sam's Club
Personal
$50/yearChase
CrossFit Membership
Personal
$175/monthChase
Utilities
3 items · ~$620/moServiceEntityCostCyclePayment
Duke Energy
Personal
$280/monthBofA
Spectrum Internet
Personal
$80/monthBofA
Verizon Wireless (4 lines)
Personal
$260/monthBofA
Subscription data synced from connected bank accounts · Last updated Mar 22, 2026