Settings

General

Starting Year: 2023

Budget Tracking & Dashboard

Late Monthly Income

Shift late income: Inactive

Starting on day x in month: 31

KPI Calculation in Dashboard

Savings Rate as % of Income: % not allocated to Expenses

 General

Set the starting year (yyyy) once at the beginning and do not change it again.

Budget Tracking & Dashboard

Activate this option to treat late income received on or after a certain day of the month as income for the next month. This is
especially recommended in case you receive your monthly paycheck towards the end of the month and prefer to consider this
income as disposable income for the next month.

Choose how you want the savings rate (SR) to be calculated in the dashboard KPI tiles:
1) Active Option (% allocated to Savings): SR = Savings/Income
2) Inactive Option (% not allocated to Expenses): SR = (Income - Expenses)/Income
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Define starting year in Settings → 2

Jan Feb Mar Apr May
To be allocated: -2,000 -2,000 -2,000 -2,000 -2,000

Income Jan Feb Mar Apr May

Salary
Enter Income Category…
Enter Income Category…
Enter Income Category…
Enter Income Category…
Enter Income Category…
Enter Income Category…
Enter Income Category…
Enter Income Category…
Enter Income Category…
Total - - - - -

Expenses Jan Feb Mar Apr May

Rent
Transportation
Food
Medial and Healthcare
Enter Expenses Category…
Enter Expenses Category…
Enter Expenses Category…
Enter Expenses Category…
Enter Expenses Category…
Enter Expenses Category…
Enter Expenses Category…
Enter Expenses Category…
Enter Expenses Category…
Total - - - - -

Savings Jan Feb Mar Apr May

Recurring Deposit 2,000 2,000 2,000 2,000 2,000
Stock Portfolio
Enter Savings Category…
Enter Savings Category…
Enter Savings Category…
Enter Savings Category…
Enter Savings Category…
Enter Savings Category…
Enter Savings Category…
Enter Savings Category…
Total 2,000 2,000 2,000 2,000 2,000
 2023 2024
Jun Jul Aug Sep Oct Nov Dec Total Total ✓
98,000 98,000 98,000 -1,982 98,000 -2,000 -2,000 376,018 -

Jun Jul Aug Sep Oct Nov Dec 2023 2024

100,000 100,000 100,000 18 100,000 400,018 -
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100,000 100,000 100,000 18 100,000 - - 400,018 -

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Jun Jul Aug Sep Oct Nov Dec 2023 2023

2,000 2,000 2,000 2,000 2,000 2,000 2,000 24,000 -
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2,000 2,000 2,000 2,000 2,000 2,000 2,000 24,000 -
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Date of Today Date of Last Record No. of Tracked Records

15-Jul-23 13-Jun-23 (32 days ago) 4 (4 this year)

Date Type Category Amount

11/Jun/23 Expenses Transportation 420
11/Jun/23 Expenses Transportation 640
12/Jun/23 Expenses Transportation 30
13/Jun/23 Expenses Transportation 30
of Tracked Records Total Tracking Balance

(4 this year) -1,120 allocated not covered by income

Details Balance Effective Date

Travel from Home to Airport -1,060 11/Jun/23
Travel from Airport to Hotel -1,060 11/Jun/23
-1,090 12/Jun/23
-1,120 13/Jun/23
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Selected Year & Period Period Compl. Total Tracking Balance

2023 June 100% -1,120 allocated not

Breakdown - June 2023

Income Tracked Budget % Compl. Remaining Excess

Salary - 100,000 0% 100,000 -
Total - 100,000 0% 100,000 -

Expenses Tracked Budget % Compl. Remaining Excess

Transportation 1,120 - - - 1,120
Rent - - - - -
Food - - - - -
Medial and Healthcare - - - - -
Total 1,120 - - - 1,120

Savings Tracked Budget % Compl. Remaining Excess

Recurring Deposit - 2,000 0% 2,000 -
Total - 2,000 0% 2,000 -
l Tracking Balance Period Savings Rate

allocated not covered by income You are saving - of your income

Summary - June 2023

Income Categories (Tracked) Tracked (vs. Budget)

120,000

100,000

80,000

60,000

40,000

20,000
Total -
-
Jan Feb Mar Apr Ma

Expenses Categories (Tracked) Savings Categories (Tracked)

Transportation 1,120

Total 1,120
 Year
Select the year to view → Current Year

Period
Select the period to view → June

cked (vs. Budget) ✘ Budget ✘ Income

✘ Expenses
✘ Savings
20,000

00,000

80,000

60,000

40,000

20,000

-
Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec

vings Categories (Tracked)

Total -