{% extends "base.html" %} {% block content %}

{{ month_name }} {{ year }} — Monthly Summary

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Total Income
${{ total_income | money }}
Total Spent
${{ (total_spending + total_bills) | money }}
Saved to Funds
${{ total_sinking | money }}
{{ 'Left Over' if net >= 0 else 'Over Budget' }}
${{ net | abs | money }}
{% if total_income > 0 %} {% set spent_pct = [(total_spending + total_bills) / total_income * 100, 100] | min | int %} {% set sinking_pct = [total_sinking / total_income * 100, 100 - spent_pct] | min | int %}
Where did the money go? ${{ total_income | money }} income
Spent {{ spent_pct }}% Saved {{ sinking_pct }}% {% if net > 0 %} Left over {{ [100 - spent_pct - sinking_pct, 0] | max }}% {% endif %}
{% endif %}

Income

manage
{% if income_by_stream %} {% for s in income_streams %} {% set amt = income_by_stream.get(s.name, 0) %} {% if amt > 0 %} {% endif %} {% endfor %}
{{ s.name }} {{ s.owner }} ${{ amt | money }}
Total ${{ total_income | money }}
{% else %}

No income logged yet. Log income →

{% endif %}

Bills

manage
{% if monthly_bills %} {% for b in monthly_bills %} {% endfor %}
{{ b.name }} day {{ b.due_day }} {% if b.amount %}${{ b.amount | money }}{% else %}—{% endif %}
Total ${{ total_bills | money }}
{% else %}

No bills this month.

{% endif %}
{% if sinking_contributions %}

Sinking Fund Contributions

manage
{% for name, amt in sinking_contributions.items() %} {% endfor %}
{{ name }} ${{ amt | money }}
Total Saved ${{ total_sinking | money }}
{% endif %}

Spending by Category

view transactions
{% if spending_by_cat %} {% set max_spend = spending_by_cat.values() | max %} {% for cat, amt in spending_by_cat | dictsort(by='value', reverse=true) %} {% set budgeted = budgeted_by_cat.get(cat, 0) %} {% set over = budgeted > 0 and amt > budgeted %} {% endfor %}
CategoryBudgetedActual
{{ cat }} {% if budgeted %}${{ budgeted | money }}{% else %}—{% endif %} ${{ amt | money }} {% if over %} over{% endif %}
Total {% if budgeted_by_cat %}${{ budgeted_by_cat.values()|sum|money }}{% endif %} ${{ total_spending | money }}
{% else %}

No categorized transactions yet. Review transactions →

{% endif %}
{% if debt_payments %}

Debt Payments

manage
{% for d in debt_payments %} {% endfor %}
DebtOwnerPaymentExtra
{{ d.name }} {{ d.owner }} ${{ d.payment | money }} {% if d.extra > 0 %}+${{ d.extra | money }}{% else %}—{% endif %}
Total Paid ${{ total_debt_paid | money }} {% if total_extra_paid > 0 %}+${{ total_extra_paid | money }} extra{% endif %}
{% endif %}
{{ month_name }} {{ year }} — Final Summary
${{ "%.2f"|format(total_income) }} income − ${{ "%.2f"|format(total_spending + total_bills) }} spent − ${{ "%.2f"|format(total_sinking) }} saved
{% if net >= 0 %}+{% endif %}${{ net | money }}
{% endblock %}