Income
| Source | Amount | |
|---|---|---|
| Total income |
Expenses
| Paid | Item | Category | Amount | Notes | |
|---|---|---|---|---|---|
| Total expenses |
Credit Cards & Payments
| Card | Amount due | Paid | Remaining | Notes | |
|---|---|---|---|---|---|
| Totals |
Income vs Expenses (selected month)
Income by stream
Salary vs Trading vs YouTube vs Other — see where money actually comes from.
Expenses by category
Where your outgoings concentrate.
Savings rate
Share of income left in hand after bills and credit cards.
Monthly trend (income, expenses, balance in hand)
Credit card balance by card (trend)
Statement balance on each card across months.
End-of-month forecast
Expected position: total income + carry-over − fixed recurring bills − card minimums.