General Info [reload]
Current balance $
Mortgage: $
Mortgage rate: %
(Mortgage-free date :2023/11/01)
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:
$1,926.59
Allocated:
$1,210.24
Flow:
$716.35
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:
2010/08/01 to 2010/08/10
$11.64
2010/08/11 to 2010/08/23
$447.36
2010/08/24 to 2010/09/06
$352.72
2010/09/07 to 2010/09/20
$761.72
2010/09/21 to 2010/10/05
$667.08
2010/10/06 to 2010/10/18
$1,076.08
Comprehensive balance forecast
2010/08/01
$420.00
2010/08/02
$400.00
2010/08/03
$270.58
2010/08/05
$188.36
2010/08/06
$148.36
2010/08/08
$58.36
2010/08/09
$38.36
2010/08/10
$11.64
2010/08/13
$748.36
2010/08/16
$656.36
2010/08/17
$507.36
2010/08/20
$467.36
2010/08/23
$447.36
2010/08/27
$1,207.36
2010/08/28
$1,024.36
2010/08/30
$1,004.36
2010/09/01
$624.36
2010/09/03
$454.94
2010/09/05
$372.72
2010/09/06
$352.72
2010/09/10
$1,062.72
2010/09/13
$1,042.72
2010/09/16
$970.72
2010/09/17
$781.72
2010/09/20
$761.72
2010/09/24
$1,521.72
2010/09/27
$1,501.72
2010/09/28
$1,318.72
2010/10/01
$898.72
2010/10/03
$769.30
2010/10/04
$749.30
2010/10/05
$667.08
2010/10/08
$1,427.08
2010/10/10
$1,377.08
2010/10/11
$1,357.08
2010/10/15
$1,317.08
2010/10/16
$1,245.08
2010/10/17
$1,096.08
2010/10/18
$1,076.08
2010/10/22
$1,836.08
2010/10/25
$1,816.08
2010/10/28
$1,633.08
2010/10/29
$1,593.08
2010/11/01
$1,193.08
2010/11/03
$1,063.66
2010/11/05
$1,741.44