| Date |
Payee |
Amount |
Category |
| {{ formatDate(txn.date) }} |
{{ txn.payeeName || 'Unknown' }} |
{{ formatCurrency(txn.amount) }}
|
{{ txn.categoryName || 'Uncategorized' }} |
Showing 15 of {{ data.totalCount }} transactions
Total Spending: {{ formatCurrency(data.totalSpending) }}
| Category |
Amount |
% |
| {{ cat.categoryName }} |
{{ formatCurrency(cat.amount) }} |
{{ cat.percentage.toFixed(1) }}% |
| Month |
Income |
Expenses |
Net |
| {{ month.year }}-{{ String(month.month).padStart(2, '0') }} |
{{ formatCurrency(month.income) }} |
{{ formatCurrency(month.expenses) }} |
{{ formatCurrency(month.net) }}
|
| Account |
Type |
Balance |
| {{ acct.name }} |
{{ acct.type }} |
{{ formatCurrency(acct.balance) }}
|
Net Worth
{{ formatCurrency(data.netWorth) }}
Assets
{{ formatCurrency(data.totalAssets) }}
Liabilities
{{ formatCurrency(data.totalLiabilities) }}
Updated "{{ data.payeeName || 'Transaction' }}" ({{ formatDate(data.date) }}, {{ formatCurrency(data.amount) }})
from "{{ data.oldCategory }}" to "{{ data.newCategory }}"
| Name |
Type |
Parent |
| {{ cat.name }} |
{{ cat.type }}
|
{{ cat.parentName || '-' }} |
Created {{ data.type }} category "{{ data.name }}"{{ data.parentName ? ` under "${data.parentName}"` : '' }}
Deleted {{ data.type }} category "{{ data.name }}"
Budget for {{ data.year }}-{{ String(data.month).padStart(2, '0') }}
| Category |
Budgeted |
Actual |
Remaining |
| {{ item.categoryName }} |
{{ formatCurrency(item.budgetedAmount) }} |
{{ formatCurrency(item.actualAmount) }} |
{{ formatCurrency(item.budgetedAmount - item.actualAmount) }}
|
Budget Summary — {{ data.year }}-{{ String(data.month).padStart(2, '0') }}
Total Budgeted
{{ formatCurrency(data.totalBudgeted) }}
Total Spent
{{ formatCurrency(data.totalActual) }}
Remaining
{{ formatCurrency(data.remaining) }}
Over Budget
{{ data.overBudgetCount }} categories
{{ data.accountName }}
Original Balance
{{ formatCurrency(data.originalBalance) }}
Current Balance
{{ formatCurrency(data.currentBalance) }}
Interest Rate
{{ data.interestRate?.toFixed(2) }}%
Monthly Payment
{{ formatCurrency(data.monthlyPayment) }}
Maturity Date
{{ formatDate(data.maturityDate) }}
Escrow
{{ formatCurrency(data.escrowAmount) }}
Payoff Scenario
Original Payoff
{{ formatDate(data.originalPayoffDate) }}
New Payoff
{{ formatDate(data.newPayoffDate) }}
Interest Saved
{{ formatCurrency(data.interestSaved) }}
Months Saved
{{ data.monthsSaved }}
| Name |
Default Category |
| {{ payee.name }} |
{{ payee.defaultCategoryName || '-' }} |
| Payee |
Amount |
Frequency |
Next Due |
Account |
| {{ txn.payeeName || 'Unknown' }} |
{{ formatCurrency(txn.amount) }}
|
{{ txn.frequency }} |
{{ formatDate(txn.nextDueDate) }} |
{{ txn.accountName }} |