General Info [reload]
Current balance $
Mortgage: $
Mortgage rate: %
(Mortgage-free date :2023/06/01)
Investments: $
Projections / Assumptions
Expected ROI: %
Retirement ROI: %
Retirement tax rate: %
Other retirement income: $
Retirement date:
Monthly Abstract
Income:
$2,172.62
Allocated:
$1,768.51
Flow:
$404.11
Retirement
Income:
$1,990.12
Allocated:
$1,210.24
Flow:
$779.88
Budget allocation: 81.4%
housing20.6%
$448.00
groceries18.0%
$391.07
subscriptions8.6%
$187.22
utilities8.2%
$179.00
insurance6.1%
$133.42
savings5.0%
$108.63
retirement4.0%
$86.90
smoking4.0%
$86.90
transportation3.6%
$78.00
charity3.3%
$71.73
One-off transactions
Add a transaction | Icon for edit transaction details–Edit details | Icon for deleting transactions–Delete
Recurring transactions
Edit this entry Delete this entry House insurance $ every month
Edit this entry Delete this entry Bus pass $ every month
Edit this entry Delete this entry Food bank donation $ every 14 days
Edit this entry Delete this entry Life insurance $ every month
Edit this entry Delete this entry Cigarettes $ every 7 days
Edit this entry Delete this entry Gas & Electric bill $ every month
Edit this entry Delete this entry Retirement investments $ every 14 days
Edit this entry Delete this entry Cell phone $ every month
Edit this entry Delete this entry Phone bill $ every month
Edit this entry Delete this entry Mortgage $ every month
Edit this entry Delete this entry Transfer to charity fund $ every month
Edit this entry Delete this entry Water bill $ every 3 months
Edit this entry Delete this entry Groceries $ every 14 days
Edit this entry Delete this entry Paycheque $ every 14 days
Edit this entry Delete this entry Transfer to savings $ every 14 days
Edit this entry Delete this entry Property tax $ every month
Edit this entry Delete this entry Cable TV/Internet $ every month
Available funds:
2010/03/10 to 2010/03/10
$750.00
2010/03/11 to 2010/03/22
$1,209.00
2010/03/23 to 2010/04/05
$1,114.36
2010/04/06 to 2010/04/19
$1,523.36
2010/04/20 to 2010/05/05
$1,428.72
2010/05/06 to 2010/05/17
$1,747.72
Comprehensive balance forecast
2010/03/10
$750.00
2010/03/12
$1,510.00
2010/03/15
$1,490.00
2010/03/16
$1,418.00
2010/03/17
$1,269.00
2010/03/19
$1,229.00
2010/03/22
$1,209.00
2010/03/26
$1,969.00
2010/03/28
$1,786.00
2010/03/29
$1,766.00
2010/04/01
$1,386.00
2010/04/02
$1,346.00
2010/04/03
$1,216.58
2010/04/05
$1,114.36
2010/04/09
$1,874.36
2010/04/10
$1,824.36
2010/04/12
$1,804.36
2010/04/16
$1,692.36
2010/04/17
$1,543.36
2010/04/19
$1,523.36
2010/04/23
$2,283.36
2010/04/26
$2,263.36
2010/04/28
$2,080.36
2010/04/30
$2,040.36
2010/05/01
$1,660.36
2010/05/03
$1,510.94
2010/05/05
$1,428.72
2010/05/07
$2,188.72
2010/05/08
$2,098.72
2010/05/10
$2,028.72
2010/05/14
$1,988.72
2010/05/16
$1,916.72
2010/05/17
$1,747.72
2010/05/21
$2,507.72
2010/05/24
$2,487.72
2010/05/28
$2,264.72
2010/05/31
$2,244.72
2010/06/01
$1,864.72
2010/06/03
$1,735.30
2010/06/04
$2,495.30
2010/06/05
$2,413.08
2010/06/07
$2,393.08
2010/06/10
$2,343.08
2010/06/11
$2,303.08
2010/06/14
$2,283.08
2010/06/16
$2,211.08
2010/06/17
$2,062.08