AOL Personal Money Manager v1.2.1 (For Public)

-
v1.2.1 | © 2022
Personal Money Manager
Financial freedom without boundaries
877,240
Total Income
423,760
Needs
249,750
Financial Priorities
150,900
Wants
= 52,830
Balance
Acccount Summary Cash on hand over the period of time. Hello John,
SMART Financial Advisor Planned vs. Actual Select one:
Balance Wealth accumulation should have an average of 45°. Please reflect on our daily inspirational quote
94.0%
52,830 The steeper the line graph is, the better. 50% Expenses M-o-M comparison
48%
for Mar and Feb
Money In Money Out 60,000 34% Mar Total Expenses
30% The way to get started is to quit
877,240 824,410
50,000 20%
17% 61,000 talking and begin doing. - Walt
Disney
% Composition of Envelope System -15.1%, (-10,830)
Needs 40,000 vs. previous month
48.3% Needs Financial Priorities Wants
423,760 + Balance
30,000 List of all expenses by subcategory
Needs: Your expenses in necessities hit below your
Financial Priorities budget by 2%. You may add your excess money to 17.3% (143.0K)
28.5%
249,750 20,000
your savings & investments. of expenses spent on Housing
Wants Subcategory
17.2%
150,900 10,000 Financial Priorities: Your savings is on track. Housing (143.00K)
Groceries (94.00K)
Wants: On track Investment (73.20K)
Balance 0
6.0% Charity (72.00K)
52,830 Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total
Result Savings (62.00K)
Bills & Utilities (56.96K)
Select Month Breakdown and comparison of Self-development (50.35K)
Monthly Income and Expenses Income Expenses Remittance (39.60K)
This shape represents a slicer.
Allowance (36.00K)
Slicers are supported in Excel 2010
(78.0K) Education (36.00K)
or later. (74.0K) (76.5K) (71.5K) (73.5K) (74.5K) (71.7K) (72.5K) (74.5K) (73.5K) Dec | 78,000 Jan | 72,800
(68.9K) (68.1K) Other Expenses (36.00K)
Highest Income Highest Expenses
If the shape was modified in an Insurance (28.20K)
earlier version of Excel, or if the Dining Out (22.80K)
workbook was saved in Excel 2003 73,103 68,701 Transportation (18.20K)
or earlier, the slicer cannot be used. Average Income Average Expenses Health (18.00K)
Debt Payment (18.00K)
Entertainment (11.70K)
Nov | 68,100 May | 58,700
72.8K 71.8K 61.0K 68.8K 58.7K 69.5K 70.0K 70.0K 71.4K 71.3K 71.3K 67.8K
Month Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
Lowest Income Lowest Expenses
Select Category: This shape represents a slicer. Slicers are supported in Excel 2010
or later.
If the shape was modified in an earlier version of Excel, or if the

workbook was saved in Excel 2003 or earlier, the slicer cannot be
AOL Analytics used.
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Founder, AOL Analytics
Website: https://aoltrading.com
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Personal Money Manager Analysis
Grand Total for Headings (YTD) (ABN)
Type - all -
Income and Expenses (YTD)
Category Money In (Income) Income
Income 877,240 Income
Needs
Financial Priorities Expenses
Wants Needs
Total Result 877,240 Financial Priorities
Wants
Total Expenses
Type - all - Balance

Balance
Category Money Out (Expenses)
Income
Needs 423,760
Financial Priorities 249,750
Wants 150,900
Total Result 824,410
Account Summary (KPI Card)
Type Amount Category Type

xpenses (YTD) Income 877,240 Income
Amount Expenses -824,410 Expenses
877,240 Total Result 52,830 Balance
423,760 Money Out & Balance Ratio

249,750 Money Out
150,900 Balance
824,410 Real Money Out%
52,830
Envelope System
Amount Type - all -

877,240
824,410 Category Money In (Income)
52,830 Income 877,240
Needs
Financial Priorities
Amount Wants
94.0% Total Result 877,240
6.0%
94.0%
Type - all -
Category Money Out (Expenses)

Income
Needs 423,760
Financial Priorities 249,750
Wants 150,900
Total Result 824,410
velope System Cash on Hand (Balance)
Income
Category Amount Month Sum of Amount
Income 877,240 Jan 1,200
Total 877,240 Feb 5,870
Mar 16,370
Apr 16,510
May 31,310
Jun 36,280
Jul 37,980
Expenses Aug 40,480
Category Amount % Sep 43,630
Needs 423,760 48.3% Oct 45,830
Financial Priorities 249,750 28.5% Nov 42,630
Wants 150,900 17.2% Dec 52,830
Balance 52,830 6.0% Total Result
Comparison of Monthly Income and Expenses Basic Statistics
Data Month Income Expenses

Month Income Expenses Jan 74,000 72,800
Jan 74,000 72,800 Feb 76,500 71,830
Feb 76,500 71,830 Mar 71,500 61,000
Mar 71,500 61,000 Apr 68,940 68,800
Apr 68,940 68,800 May 73,500 58,700
May 73,500 58,700 Jun 74,500 69,530
Jun 74,500 69,530 Jul 71,700 70,000
Jul 71,700 70,000 Aug 72,500 70,000
Aug 72,500 70,000 Sep 74,500 71,350
Sep 74,500 71,350 Oct 73,500 71,300
Oct 73,500 71,300 Nov 68,100 71,300
Nov 68,100 71,300 Dec 0 0
Dec 78,000 67,800
Total Result 877,240 824,410
Stat Income Label
Highest 78,000 Dec
Average 73,103
Lowest 68,100 Nov
Highest Dec | 78,000

Lowest Nov | 68,100
Stat Expenses Label

Max 72,800 Jan
Avg. 68,701
Min 58,700 May
Highest Jan | 72,800

Lowest May | 58,700
M-o-M Variance Analysis
Selected Control
Value Selected
Data No
Month Expenses Diff MoM % Expenses 2
Jan 72,800 72,800 1
Feb 71,830 -1.33% 71,830 2
Mar 61,000 -15.08% 61,000 3
Apr 68,800 12.79% 68,800 4
May 58,700 -14.68% 58,700 5
Jun 69,530 18.45% 69,530 6
Jul 70,000 0.68% 70,000 7
Aug 70,000 0.00% 70,000 8
Sep 71,350 1.93% 71,350 9
Oct 71,300 -0.07% 71,300 10
Nov 71,300 0.00% 71,300 11
Dec 67,800 -4.91% 67,800 12
Insights
Previous Month
Selected Month
Compare with
KPI Card
Title
Amount
7,183,000.0%, (0)
nce Analysis List of Expense
1 Type
0
Option Month
Current Month Feb Subcategory
Jan Jan Housing
Feb Feb Groceries
Mar Mar Investment
Apr Apr Charity
May May Savings
Jun Jun Bills & Utilities
Jul Jul Self-development
Aug Aug Remittance
Sep Sep Allowance
Oct Oct Education
Nov Nov Other Expenses
Dec Dec Insurance
Dining Out
Transportation
Health
Debt Payment
Entertainment
Month Expenses Diff % Diff Clothing
Jan 72,800 Other Income
Feb 71,830 -1.33% 7183000.0% Dividends
Salary
Feb and Jan Business
Feb Total Expenses

71,830
List of Expenses by Category
- all -
Data Insights
Money Out (Expenses) % MAX 143,000
143,000 17.35% % 17.3%
94,000 11.40% Subcategory Housing
73,200 8.88% 17.3% (143.0K)
72,000 8.73%
62,000 7.52%
56,960 6.91%
50,350 6.11%
39,600 4.80%
36,000 4.37%
36,000 4.37%
36,000 4.37%
28,200 3.42%
22,800 2.77%
18,200 2.21%
18,000 2.18%
18,000 2.18%
11,700 1.42%
8,400 1.02%
SMART Financial Advisor
Category Planned Actual Diff

Needs 50% 48% -2%
Financial Priorities + Balance 20% 34% 14%
Wants 30% 17% -13%
Total 100% 100% 100%
Balance 52,830
RT Financial Advisor
AI Message
Needs: Your expenses in necessities hit below your budget b .
Financial Priorities: Your savings is on track. .
Wants: On track .
Wants: On track .
Financial Freedom without Boundaries
User's Input Columns
Date Item Description

01-Jan-21 Salary Sweldo
01-Jan-21 Business Kita sa Negosyo
01-Jan-21 Capital Gains Kita sa stocks at crypto
01-Jan-21 Dividends Dividends
01-Jan-21 Side Hustle Kita sa raket
01-Jan-21 Other Income Iba pang kita
31-Jan-21 Rent or Mortgage Bayad sa upa sa Bahay
31-Jan-21 Housing Maintenance Housing Maintenance
31-Jan-21 Food Pagkain
31-Jan-21 Household Items Mga gamit sa Bahay
31-Jan-21 Electricity MERALCO Bill
31-Jan-21 Water Maynilad Bill
31-Jan-21 Gas Gasul
31-Jan-21 Telephone Cellphone Load
31-Jan-21 WIFI PLDT Bills
31-Jan-21 Transportation Globe bills
31-Jan-21 Remittance Padala sa probinsya
31-Jan-21 Tuition Fees Tuition Fee ng Anak
31-Jan-21 Kids Allowance Allowance ng anak
31-Jan-21 Self-development For personal development
31-Jan-21 Books Book
31-Jan-21 Courses AOL MS Excel Course
31-Jan-21 Training/Coaching Special Training
31-Jan-21 Term Insurance Life Insurance
31-Jan-21 Healthcare Insurance Health Insurance
31-Jan-21 Health Medical expenses
31-Jan-21 Debt Payment Bayad utang kay Marites
31-Jan-21 Stock Market Investment Stock Market Investment
31-Jan-21 Crypto/NFT Investment Crypto/NFT Investment
31-Jan-21 Pag-IBIG MP2 Pag-IBIG MP2
31-Jan-21 Mutual Fund or UITF Mutual Fund or UITF
31-Jan-21 For Vacation For Bora
31-Jan-21 For Retirement Funds Para sa pagtanda
31-Jan-21 College Fund College fund ng anak
31-Jan-21 Emergency Fund Para sa emergency fund
31-Jan-21 Entertainment Movie
31-Jan-21 Travel Gala galore
31-Jan-21 Gadgets CP accessories
31-Jan-21 Clothing Pang japorms
31-Jan-21 Dining Out Dinner date
31-Jan-21 Charity Tithes
31-Jan-21 Other Expenses Gastusin na wala sa nabanggit
01-Feb-21 Salary Sweldo
01-Feb-21 Business Kita sa Negosyo
01-Feb-21 Capital Gains Kita sa stocks at crypto
01-Feb-21 Dividends Dividends
01-Feb-21 Side Hustle Kita sa raket
01-Feb-21 Other Income Iba pang kita
28-Feb-22 Rent or Mortgage Bayad sa upa sa Bahay
28-Feb-22 Housing Maintenance Housing Maintenance
28-Feb-22 Food Pagkain
28-Feb-22 Household Items Mga gamit sa Bahay
28-Feb-22 Electricity MERALCO Bill
28-Feb-22 Water Maynilad Bill
28-Feb-22 Gas Gasul
28-Feb-22 Telephone Cellphone Load
28-Feb-22 WIFI PLDT Bills
28-Feb-22 Transportation Globe bills
28-Feb-22 Remittance Padala sa probinsya
28-Feb-22 Tuition Fees Tuition Fee ng Anak
28-Feb-22 Kids Allowance Allowance ng anak
28-Feb-22 Self-development For personal development
28-Feb-22 Books Book
28-Feb-22 Courses AOL MS Excel Course
28-Feb-22 Training/Coaching Special Training
28-Feb-22 Term Insurance Life Insurance
28-Feb-22 Healthcare Insurance Health Insurance
28-Feb-22 Health Medical expenses
28-Feb-22 Debt Payment Bayad utang kay Marites
28-Feb-22 Stock Market Investment Stock Market Investment
28-Feb-22 Crypto/NFT Investment Crypto/NFT Investment
28-Feb-22 Pag-IBIG MP2 Pag-IBIG MP2
28-Feb-22 Mutual Fund or UITF Mutual Fund or UITF
28-Feb-22 For Vacation For Bora
28-Feb-22 For Retirement Funds Para sa pagtanda
28-Feb-22 College Fund College fund ng anak
28-Feb-22 Emergency Fund Para sa emergency fund
28-Feb-22 Entertainment Movie
28-Feb-22 Travel Gala galore
28-Feb-22 Gadgets CP accessories
28-Feb-22 Clothing Pang japorms
28-Feb-22 Dining Out Dinner date
28-Feb-22 Charity Tithes
28-Feb-22 Other Expenses Gastusin na wala sa nabanggit
01-Mar-21 Salary Sweldo
01-Mar-21 Business Kita sa Negosyo
01-Mar-21 Capital Gains Kita sa stocks at crypto
01-Mar-21 Dividends Dividends
01-Mar-21 Side Hustle Kita sa raket
01-Mar-21 Other Income Iba pang kita
31-Mar-21 Rent or Mortgage Bayad sa upa sa Bahay
31-Mar-21 Housing Maintenance Housing Maintenance
31-Mar-21 Food Pagkain
31-Mar-21 Household Items Mga gamit sa Bahay
31-Mar-21 Electricity MERALCO Bill
31-Mar-21 Water Maynilad Bill
31-Mar-21 Gas Gasul
31-Mar-21 Telephone Cellphone Load
31-Mar-21 WIFI PLDT Bills
31-Mar-21 Transportation Globe bills
31-Mar-21 Remittance Padala sa probinsya
31-Mar-21 Tuition Fees Tuition Fee ng Anak
31-Mar-21 Kids Allowance Allowance ng anak
31-Mar-21 Term Insurance Life Insurance
31-Mar-21 Healthcare Insurance Health Insurance
31-Mar-21 Debt Payment Bayad utang kay Marites
31-Mar-21 Stock Market Investment Stock Market Investment
31-Mar-21 Crypto/NFT Investment Crypto/NFT Investment
31-Mar-21 Pag-IBIG MP2 Pag-IBIG MP2
31-Mar-21 Mutual Fund or UITF Mutual Fund or UITF
31-Mar-21 For Vacation For Bora
31-Mar-21 For Retirement Funds Para sa pagtanda
31-Mar-21 College Fund College fund ng anak
31-Mar-21 Emergency Fund Para sa emergency fund
31-Mar-21 Entertainment Movie
31-Mar-21 Travel Gala galore
31-Mar-21 Gadgets CP accessories
31-Mar-21 Clothing Pang japorms
31-Mar-21 Dining Out Dinner date
31-Mar-21 Charity Tithes
31-Mar-21 Other Expenses Gastusin na wala sa nabanggit
01-Apr-22 Salary Sweldo
01-Apr-22 Business Kita sa Negosyo
01-Apr-22 Capital Gains Kita sa stocks at crypto
01-Apr-22 Dividends Dividends
01-Apr-22 Side Hustle Kita sa raket
01-Apr-22 Other Income Iba pang kita
30-Apr-22 Rent or Mortgage Bayad sa upa sa Bahay
30-Apr-22 Housing Maintenance Housing Maintenance
30-Apr-22 Food Pagkain
30-Apr-22 Household Items Mga gamit sa Bahay
30-Apr-22 Electricity MERALCO Bill
30-Apr-22 Water Maynilad Bill
30-Apr-22 Gas Gasul
30-Apr-22 Telephone Cellphone Load
30-Apr-22 WIFI PLDT Bills
30-Apr-22 Transportation Globe bills
30-Apr-22 Remittance Padala sa probinsya
30-Apr-22 Tuition Fees Tuition Fee ng Anak
30-Apr-22 Kids Allowance Allowance ng anak
30-Apr-22 Self-development For personal development
30-Apr-22 Books Book
30-Apr-22 Courses AOL MS Excel Course
30-Apr-22 Training/Coaching Special Training
30-Apr-22 Term Insurance Life Insurance
30-Apr-22 Healthcare Insurance Health Insurance
30-Apr-22 Debt Payment Bayad utang kay Marites
30-Apr-22 Stock Market Investment Stock Market Investment
30-Apr-22 Crypto/NFT Investment Crypto/NFT Investment
30-Apr-22 Pag-IBIG MP2 Pag-IBIG MP2
30-Apr-22 Mutual Fund or UITF Mutual Fund or UITF
30-Apr-22 For Retirement Funds Para sa pagtanda
30-Apr-22 College Fund College fund ng anak
30-Apr-22 Emergency Fund Para sa emergency fund
30-Apr-22 Entertainment Movie
30-Apr-22 Travel Gala galore
30-Apr-22 Gadgets CP accessories
30-Apr-22 Clothing Pang japorms
30-Apr-22 Dining Out Dinner date
30-Apr-22 Charity Tithes
30-Apr-22 Other Expenses Gastusin na wala sa nabanggit
01-May-21 Salary Sweldo
01-May-21 Business Kita sa Negosyo
01-May-21 Capital Gains Kita sa stocks at crypto
01-May-21 Dividends Dividends
01-May-21 Side Hustle Kita sa raket
01-May-21 Other Income Iba pang kita
31-May-21 Rent or Mortgage Bayad sa upa sa Bahay
31-May-21 Housing Maintenance Housing Maintenance
31-May-21 Food Pagkain
31-May-21 Household Items Mga gamit sa Bahay
31-May-21 Electricity MERALCO Bill
31-May-21 Water Maynilad Bill
31-May-21 Gas Gasul
31-May-21 Telephone Cellphone Load
31-May-21 WIFI PLDT Bills
31-May-21 Transportation Globe bills
31-May-21 Remittance Padala sa probinsya
31-May-21 Tuition Fees Tuition Fee ng Anak
31-May-21 Kids Allowance Allowance ng anak
31-May-21 Term Insurance Life Insurance
31-May-21 Healthcare Insurance Health Insurance
31-May-21 Debt Payment Bayad utang kay Marites
31-May-21 Stock Market Investment Stock Market Investment
31-May-21 Crypto/NFT Investment Crypto/NFT Investment
31-May-21 Pag-IBIG MP2 Pag-IBIG MP2
31-May-21 Mutual Fund or UITF Mutual Fund or UITF
31-May-21 For Vacation For Bora
31-May-21 For Retirement Funds Para sa pagtanda
31-May-21 College Fund College fund ng anak
31-May-21 Emergency Fund Para sa emergency fund
31-May-21 Gadgets CP accessories
31-May-21 Dining Out Dinner date
31-May-21 Charity Tithes
31-May-21 Other Expenses Gastusin na wala sa nabanggit
01-Jun-21 Salary Sweldo
01-Jun-21 Business Kita sa Negosyo
01-Jun-21 Capital Gains Kita sa stocks at crypto
01-Jun-21 Dividends Dividends
01-Jun-21 Side Hustle Kita sa raket
01-Jun-21 Other Income Iba pang kita
30-Jun-21 Rent or Mortgage Bayad sa upa sa Bahay
30-Jun-21 Housing Maintenance Housing Maintenance
30-Jun-21 Food Pagkain
30-Jun-21 Household Items Mga gamit sa Bahay
30-Jun-21 Electricity MERALCO Bill
30-Jun-21 Water Maynilad Bill
30-Jun-21 Gas Gasul
30-Jun-21 Telephone Cellphone Load
30-Jun-21 WIFI PLDT Bills
30-Jun-21 Transportation Globe bills
30-Jun-21 Remittance Padala sa probinsya
30-Jun-21 Tuition Fees Tuition Fee ng Anak
30-Jun-21 Kids Allowance Allowance ng anak
30-Jun-21 Self-development For personal development
30-Jun-21 Books Book
30-Jun-21 Courses AOL MS Excel Course
30-Jun-21 Training/Coaching Special Training
30-Jun-21 Term Insurance Life Insurance
30-Jun-21 Healthcare Insurance Health Insurance
30-Jun-21 Health Medical expenses
30-Jun-21 Debt Payment Bayad utang kay Marites
30-Jun-21 Stock Market Investment Stock Market Investment
30-Jun-21 Crypto/NFT Investment Crypto/NFT Investment
30-Jun-21 Pag-IBIG MP2 Pag-IBIG MP2
30-Jun-21 Mutual Fund or UITF Mutual Fund or UITF
30-Jun-21 For Vacation For Bora
30-Jun-21 For Retirement Funds Para sa pagtanda
30-Jun-21 College Fund College fund ng anak
30-Jun-21 Emergency Fund Para sa emergency fund
30-Jun-21 Gadgets CP accessories
30-Jun-21 Dining Out Dinner date
30-Jun-21 Charity Tithes
30-Jun-21 Other Expenses Gastusin na wala sa nabanggit
01-Jul-21 Salary Sweldo
01-Jul-21 Business Kita sa Negosyo
01-Jul-21 Capital Gains Kita sa stocks at crypto
01-Jul-21 Dividends Dividends
01-Jul-21 Side Hustle Kita sa raket
31-Jul-21 Other Income Iba pang kita
31-Jul-21 Rent or Mortgage Bayad sa upa sa Bahay
31-Jul-21 Housing Maintenance Housing Maintenance
31-Jul-21 Food Pagkain
31-Jul-21 Household Items Mga gamit sa Bahay
31-Jul-21 Electricity MERALCO Bill
31-Jul-21 Water Maynilad Bill
31-Jul-21 Gas Gasul
31-Jul-21 Telephone Cellphone Load
31-Jul-21 WIFI PLDT Bills
31-Jul-21 Transportation Globe bills
31-Jul-21 Remittance Padala sa probinsya
31-Jul-21 Tuition Fees Tuition Fee ng Anak
31-Jul-21 Kids Allowance Allowance ng anak
31-Jul-21 Self-development For personal development
31-Jul-21 Books Book
31-Jul-21 Courses AOL MS Excel Course
31-Jul-21 Training/Coaching Special Training
31-Jul-21 Term Insurance Life Insurance
31-Jul-21 Healthcare Insurance Health Insurance
31-Jul-21 Health Medical expenses
31-Jul-21 Debt Payment Bayad utang kay Marites
31-Jul-21 Stock Market Investment Stock Market Investment
31-Jul-21 Crypto/NFT Investment Crypto/NFT Investment
31-Jul-21 Pag-IBIG MP2 Pag-IBIG MP2
31-Jul-21 Mutual Fund or UITF Mutual Fund or UITF
31-Jul-21 For Vacation For Bora
31-Jul-21 For Retirement Funds Para sa pagtanda
31-Jul-21 College Fund College fund ng anak
31-Jul-21 Emergency Fund Para sa emergency fund
31-Jul-21 Dining Out Dinner date
31-Jul-21 Charity Tithes
31-Jul-21 Other Expenses Gastusin na wala sa nabanggit
01-Aug-21 Salary Sweldo
01-Aug-21 Business Kita sa Negosyo
01-Aug-21 Capital Gains Kita sa stocks at crypto
01-Aug-21 Dividends Dividends
01-Aug-21 Side Hustle Kita sa raket
01-Aug-21 Other Income Iba pang kita
31-Aug-21 Rent or Mortgage Bayad sa upa sa Bahay
31-Aug-21 Housing Maintenance Housing Maintenance
31-Aug-21 Food Pagkain
31-Aug-21 Household Items Mga gamit sa Bahay
31-Aug-21 Electricity MERALCO Bill
31-Aug-21 Water Maynilad Bill
31-Aug-21 Gas Gasul
31-Aug-21 Telephone Cellphone Load
31-Aug-21 WIFI PLDT Bills
31-Aug-21 Transportation Globe bills
31-Aug-21 Remittance Padala sa probinsya
31-Aug-21 Tuition Fees Tuition Fee ng Anak
31-Aug-21 Kids Allowance Allowance ng anak
31-Aug-21 Self-development For personal development
31-Aug-21 Books Book
31-Aug-21 Courses AOL MS Excel Course
31-Aug-21 Training/Coaching Special Training
31-Aug-21 Term Insurance Life Insurance
31-Aug-21 Healthcare Insurance Health Insurance
31-Aug-21 Health Medical expenses
31-Aug-21 Debt Payment Bayad utang kay Marites
31-Aug-21 Stock Market Investment Stock Market Investment
31-Aug-21 Crypto/NFT Investment Crypto/NFT Investment
31-Aug-21 Pag-IBIG MP2 Pag-IBIG MP2
31-Aug-21 Mutual Fund or UITF Mutual Fund or UITF
31-Aug-21 For Vacation For Bora
31-Aug-21 For Retirement Funds Para sa pagtanda
31-Aug-21 College Fund College fund ng anak
31-Aug-21 Emergency Fund Para sa emergency fund
31-Aug-21 Dining Out Dinner date
31-Aug-21 Charity Tithes
31-Aug-21 Other Expenses Gastusin na wala sa nabanggit
01-Sep-21 Salary Sweldo
01-Sep-21 Business Kita sa Negosyo
01-Sep-21 Capital Gains Kita sa stocks at crypto
01-Sep-21 Dividends Dividends
01-Sep-21 Side Hustle Kita sa raket
01-Sep-21 Other Income Iba pang kita
30-Sep-21 Rent or Mortgage Bayad sa upa sa Bahay
30-Sep-21 Housing Maintenance Housing Maintenance
30-Sep-21 Food Pagkain
30-Sep-21 Household Items Mga gamit sa Bahay
30-Sep-21 Electricity MERALCO Bill
30-Sep-21 Water Maynilad Bill
30-Sep-21 Gas Gasul
30-Sep-21 Telephone Cellphone Load
30-Sep-21 WIFI PLDT Bills
30-Sep-21 Transportation Globe bills
30-Sep-21 Remittance Padala sa probinsya
30-Sep-21 Tuition Fees Tuition Fee ng Anak
30-Sep-21 Kids Allowance Allowance ng anak
30-Sep-21 Self-development For personal development
30-Sep-21 Books Book
30-Sep-21 Courses AOL Stock Market Course
30-Sep-21 Training/Coaching Special Training
30-Sep-21 Term Insurance Life Insurance
30-Sep-21 Healthcare Insurance Health Insurance
30-Sep-21 Health Medical expenses
30-Sep-21 Debt Payment Bayad utang kay Marites
30-Sep-21 Stock Market Investment Stock Market Investment
30-Sep-21 Crypto/NFT Investment Crypto/NFT Investment
30-Sep-21 Pag-IBIG MP2 Pag-IBIG MP2
30-Sep-21 Mutual Fund or UITF Mutual Fund or UITF
30-Sep-21 For Retirement Funds Para sa pagtanda
30-Sep-21 College Fund College fund ng anak
30-Sep-21 Emergency Fund Para sa emergency fund
30-Sep-21 Dining Out Dinner date
30-Sep-21 Charity Tithes
30-Sep-21 Other Expenses Gastusin na wala sa nabanggit
01-Oct-21 Salary Sweldo
01-Oct-21 Business Kita sa Negosyo
01-Oct-21 Capital Gains Kita sa stocks at crypto
01-Oct-21 Dividends Dividends
01-Oct-21 Side Hustle Kita sa raket
01-Oct-21 Other Income Iba pang kita
31-Oct-21 Rent or Mortgage Bayad sa upa sa Bahay
31-Oct-21 Housing Maintenance Housing Maintenance
31-Oct-21 Food Pagkain
31-Oct-21 Household Items Mga gamit sa Bahay
31-Oct-21 Electricity MERALCO Bill
31-Oct-21 Water Maynilad Bill
31-Oct-21 Gas Gasul
31-Oct-21 Telephone Cellphone Load
31-Oct-21 WIFI PLDT Bills
31-Oct-21 Transportation Globe bills
31-Oct-21 Remittance Padala sa probinsya
31-Oct-21 Tuition Fees Tuition Fee ng Anak
31-Oct-21 Kids Allowance Allowance ng anak
31-Oct-21 Self-development For personal development
31-Oct-21 Books Book
31-Oct-21 Training/Coaching Special Training
31-Oct-21 Term Insurance Life Insurance
31-Oct-21 Healthcare Insurance Health Insurance
31-Oct-21 Health Medical expenses
31-Oct-21 Debt Payment Bayad utang kay Marites
31-Oct-21 Stock Market Investment Stock Market Investment
31-Oct-21 Crypto/NFT Investment Crypto/NFT Investment
31-Oct-21 Pag-IBIG MP2 Pag-IBIG MP2
31-Oct-21 Mutual Fund or UITF Mutual Fund or UITF
31-Oct-21 For Vacation For Bora
31-Oct-21 For Retirement Funds Para sa pagtanda
31-Oct-21 College Fund College fund ng anak
31-Oct-21 Emergency Fund Para sa emergency fund
31-Oct-21 Entertainment Movie
31-Oct-21 Travel Gala galore
31-Oct-21 Gadgets CP accessories
31-Oct-21 Clothing Pang japorms
31-Oct-21 Dining Out Dinner date
31-Oct-21 Charity Tithes
31-Oct-21 Other Expenses Gastusin na wala sa nabanggit
01-Nov-21 Salary Sweldo
01-Nov-21 Business Kita sa Negosyo
01-Nov-21 Capital Gains Kita sa stocks at crypto
01-Nov-21 Dividends Dividends
01-Nov-21 Side Hustle Kita sa raket
01-Nov-21 Other Income Iba pang kita
30-Nov-21 Rent or Mortgage Bayad sa upa sa Bahay
30-Nov-21 Housing Maintenance Housing Maintenance
30-Nov-21 Food Pagkain
30-Nov-21 Household Items Mga gamit sa Bahay
30-Nov-21 Electricity MERALCO Bill
30-Nov-21 Water Maynilad Bill
30-Nov-21 Gas Gasul
30-Nov-21 Telephone Cellphone Load
30-Nov-21 WIFI PLDT Bills
30-Nov-21 Transportation Globe bills
30-Nov-21 Remittance Padala sa probinsya
30-Nov-21 Tuition Fees Tuition Fee ng Anak
30-Nov-21 Kids Allowance Allowance ng anak
30-Nov-21 Self-development For personal development
30-Nov-21 Books Book
30-Nov-21 Training/Coaching Special Training
30-Nov-21 Term Insurance Life Insurance
30-Nov-21 Healthcare Insurance Health Insurance
30-Nov-21 Health Medical expenses
30-Nov-21 Debt Payment Bayad utang kay Marites
30-Nov-21 Stock Market Investment Stock Market Investment
30-Nov-21 Crypto/NFT Investment Crypto/NFT Investment
30-Nov-21 Pag-IBIG MP2 Pag-IBIG MP2
30-Nov-21 Mutual Fund or UITF Mutual Fund or UITF
30-Nov-21 For Vacation For Bora
30-Nov-21 For Retirement Funds Para sa pagtanda
30-Nov-21 College Fund College fund ng anak
30-Nov-21 Emergency Fund Para sa emergency fund
30-Nov-21 Entertainment Movie
30-Nov-21 Travel Gala galore
30-Nov-21 Gadgets CP accessories
30-Nov-21 Clothing Pang japorms
30-Nov-21 Dining Out Dinner date
30-Nov-21 Charity Tithes
30-Nov-21 Other Expenses Gastusin na wala sa nabanggit
01-Dec-21 Salary Sweldo
01-Dec-21 Business Kita sa Negosyo
01-Dec-21 Capital Gains Kita sa stocks at crypto
01-Dec-21 Dividends Dividends
01-Dec-21 Side Hustle Kita sa raket
01-Dec-21 Other Income Iba pang kita
31-Dec-21 Rent or Mortgage Bayad sa upa sa Bahay
31-Dec-21 Housing Maintenance Housing Maintenance
31-Dec-21 Food Pagkain
31-Dec-21 Household Items Mga gamit sa Bahay
31-Dec-21 Electricity MERALCO Bill
31-Dec-21 Water Maynilad Bill
31-Dec-21 Gas Gasul
31-Dec-21 Telephone Cellphone Load
31-Dec-21 WIFI PLDT Bills
31-Dec-21 Transportation Globe bills
31-Dec-21 Remittance Padala sa probinsya
31-Dec-21 Tuition Fees Tuition Fee ng Anak
31-Dec-21 Kids Allowance Allowance ng anak
31-Dec-21 Self-development For personal development
31-Dec-21 Books Book
31-Dec-21 Term Insurance Life Insurance
31-Dec-21 Healthcare Insurance Health Insurance
31-Dec-21 Health Medical expenses
31-Dec-21 Debt Payment Bayad utang kay Marites
31-Dec-21 Stock Market Investment Stock Market Investment
31-Dec-21 Crypto/NFT Investment Crypto/NFT Investment
31-Dec-21 Pag-IBIG MP2 Pag-IBIG MP2
31-Dec-21 Mutual Fund or UITF Mutual Fund or UITF
31-Dec-21 For Vacation For Bora
31-Dec-21 For Retirement Funds Para sa pagtanda
31-Dec-21 College Fund College fund ng anak
31-Dec-21 Emergency Fund Para sa emergency fund
31-Dec-21 Entertainment Movie
31-Dec-21 Travel Gala galore
31-Dec-21 Clothing Pang japorms
31-Dec-21 Dining Out Dinner date
31-Dec-21 Charity Tithes
31-Dec-21 Other Expenses Gastusin na wala sa nabanggit
Error Count(s): 0
Checking Data Integrity: Data integrity checking, PASSED.
lumns Calculated Columns
Money Out (Expenses) Money In (Income) Amount

60,000 60,000
5,000 5,000
3,000 3,000
1,000 1,000
3,500 3,500
1,500 1,500
10,000 -10,000
2,000 -2,000
5,000 -5,000
3,000 -3,000
1,500 -1,500
350 -350
850 -850
500 -500
1,500 -1,500
1,500 -1,500
4,000 -4,000
3,000 -3,000
3,000 -3,000
500 -500
450 -450
1,500 -1,500
3,000 -3,000
1,500 -1,500
850 -850
2,000 -2,000
1,500 -1,500
2,500 -2,500
2,500 -2,500
500 -500
600 -600
2,000 -2,000
1,000 -1,000
1,500 -1,500
1,000 -1,000
500 -500
600 -600
500 -500
1,200 -1,200
1,900 -1,900
6,000 -6,000
3,000 -3,000
60,000 60,000
6,000 6,000
4,000 4,000
1,000 1,000
2,500 2,500
3,000 3,000
10,000 -10,000
2,500 -2,500
4,500 -4,500
2,500 -2,500
1,400 -1,400
400 -400
880 -880
450 -450
1,500 -1,500
1,600 -1,600
3,500 -3,500
3,000 -3,000
3,000 -3,000
500 -500
450 -450
1,500 -1,500
3,000 -3,000
1,500 -1,500
850 -850
2,000 -2,000
1,500 -1,500
2,500 -2,500
2,500 -2,500
500 -500
600 -600
2,000 -2,000
1,000 -1,000
1,500 -1,500
1,000 -1,000
500 -500
600 -600
500 -500
1,200 -1,200
1,900 -1,900
6,000 -6,000
3,000 -3,000
60,000 60,000
2,000 2,000
5,000 5,000
1,500 1,500
500 500
2,500 2,500
10,000 -10,000
1,000 -1,000
5,500 -5,500
2,500 -2,500
1,800 -1,800
450 -450
850 -850
450 -450
1,500 -1,500
1,500 -1,500
300 -300
3,000 -3,000
3,000 -3,000
1,500 -1,500
850 -850
1,500 -1,500
2,500 -2,500
2,500 -2,500
500 -500
600 -600
2,000 -2,000
1,000 -1,000
1,500 -1,500
1,000 -1,000
500 -500
600 -600
500 -500
1,200 -1,200
1,900 -1,900
6,000 -6,000
3,000 -3,000
60,000 60,000
2,500 2,500
2,000 2,000
2,000 2,000
1,000 1,000
1,440 1,440
10,000 -10,000
2,000 -2,000
5,000 -5,000
3,000 -3,000
1,500 -1,500
350 -350
850 -850
500 -500
1,500 -1,500
1,500 -1,500
4,000 -4,000
3,000 -3,000
3,000 -3,000
500 -500
450 -450
1,500 -1,500
3,000 -3,000
1,500 -1,500
850 -850
1,500 -1,500
2,500 -2,500
2,500 -2,500
500 -500
600 -600
1,000 -1,000
1,500 -1,500
1,000 -1,000
500 -500
600 -600
500 -500
1,200 -1,200
1,900 -1,900
6,000 -6,000
3,000 -3,000
60,000 60,000
3,000 3,000
4,500 4,500
2,000 2,000
1,000 1,000
3,000 3,000
10,000 -10,000
1,000 -1,000
5,500 -5,500
2,500 -2,500
1,800 -1,800
450 -450
850 -850
450 -450
1,500 -1,500
1,500 -1,500
300 -300
3,000 -3,000
3,000 -3,000
1,500 -1,500
850 -850
1,500 -1,500
2,500 -2,500
2,500 -2,500
500 -500
600 -600
2,000 -2,000
1,000 -1,000
1,500 -1,500
1,000 -1,000
500 -500
1,900 -1,900
6,000 -6,000
3,000 -3,000
60,000 60,000
5,000 5,000
3,000 3,000
1,000 1,000
3,000 3,000
2,500 2,500
10,000 -10,000
2,500 -2,500
4,500 -4,500
2,500 -2,500
1,400 -1,400
400 -400
880 -880
450 -450
1,500 -1,500
1,600 -1,600
3,500 -3,500
3,000 -3,000
3,000 -3,000
500 -500
450 -450
1,500 -1,500
3,000 -3,000
1,500 -1,500
850 -850
2,000 -2,000
1,500 -1,500
2,500 -2,500
2,500 -2,500
500 -500
600 -600
2,000 -2,000
1,000 -1,000
1,500 -1,500
1,000 -1,000
500 -500
1,900 -1,900
6,000 -6,000
3,000 -3,000
60,000 60,000
3,200 3,200
2,500 2,500
1,000 1,000
2,500 2,500
2,500 2,500
10,000 -10,000
2,000 -2,000
5,000 -5,000
3,000 -3,000
1,500 -1,500
350 -350
850 -850
500 -500
1,500 -1,500
1,500 -1,500
4,000 -4,000
3,000 -3,000
3,000 -3,000
500 -500
450 -450
1,500 -1,500
3,000 -3,000
1,500 -1,500
850 -850
2,000 -2,000
1,500 -1,500
2,500 -2,500
2,500 -2,500
500 -500
600 -600
2,000 -2,000
1,000 -1,000
1,500 -1,500
1,000 -1,000
1,900 -1,900
6,000 -6,000
3,000 -3,000
60,000 60,000
4,000 4,000
2,000 2,000
1,500 1,500
3,000 3,000
2,000 2,000
10,000 -10,000
2,000 -2,000
5,000 -5,000
3,000 -3,000
1,500 -1,500
350 -350
850 -850
500 -500
1,500 -1,500
1,500 -1,500
4,000 -4,000
3,000 -3,000
3,000 -3,000
500 -500
450 -450
1,500 -1,500
3,000 -3,000
1,500 -1,500
850 -850
2,000 -2,000
1,500 -1,500
2,500 -2,500
2,500 -2,500
500 -500
600 -600
2,000 -2,000
1,000 -1,000
1,500 -1,500
1,000 -1,000
1,900 -1,900
6,000 -6,000
3,000 -3,000
60,000 60,000
5,000 5,000
2,500 2,500
1,000 1,000
4,000 4,000
2,000 2,000
10,000 -10,000
2,000 -2,000
5,000 -5,000
3,000 -3,000
1,500 -1,500
350 -350
850 -850
500 -500
1,500 -1,500
1,500 -1,500
4,000 -4,000
3,000 -3,000
3,000 -3,000
500 -500
800 -800
4,500 -4,500
3,000 -3,000
1,500 -1,500
850 -850
2,000 -2,000
1,500 -1,500
2,500 -2,500
2,500 -2,500
500 -500
600 -600
1,000 -1,000
1,500 -1,500
1,000 -1,000
1,900 -1,900
6,000 -6,000
3,000 -3,000
60,000 60,000
4,000 4,000
3,000 3,000
1,000 1,000
3,500 3,500
2,000 2,000
10,000 -10,000
2,000 -2,000
5,000 -5,000
3,000 -3,000
1,500 -1,500
350 -350
850 -850
500 -500
1,500 -1,500
1,500 -1,500
4,000 -4,000
3,000 -3,000
3,000 -3,000
500 -500
450 -450
3,000 -3,000
1,500 -1,500
850 -850
2,000 -2,000
1,500 -1,500
2,500 -2,500
2,500 -2,500
500 -500
600 -600
2,000 -2,000
1,000 -1,000
1,500 -1,500
1,000 -1,000
500 -500
600 -600
500 -500
1,200 -1,200
1,900 -1,900
6,000 -6,000
3,000 -3,000
60,000 60,000
600 600
2,000 2,000
900 900
3,400 3,400
1,200 1,200
10,000 -10,000
2,000 -2,000
5,000 -5,000
3,000 -3,000
1,500 -1,500
350 -350
850 -850
500 -500
1,500 -1,500
1,500 -1,500
4,000 -4,000
3,000 -3,000
3,000 -3,000
500 -500
450 -450
3,000 -3,000
1,500 -1,500
850 -850
2,000 -2,000
1,500 -1,500
2,500 -2,500
2,500 -2,500
500 -500
600 -600
2,000 -2,000
1,000 -1,000
1,500 -1,500
1,000 -1,000
500 -500
600 -600
500 -500
1,200 -1,200
1,900 -1,900
6,000 -6,000
3,000 -3,000
60,000 60,000
5,000 5,000
4,500 4,500
2,500 2,500
5,000 5,000
1,000 1,000
10,000 -10,000
2,000 -2,000
5,000 -5,000
3,000 -3,000
1,500 -1,500
350 -350
850 -850
500 -500
1,500 -1,500
1,500 -1,500
4,000 -4,000
3,000 -3,000
3,000 -3,000
500 -500
450 -450
1,500 -1,500
850 -850
2,000 -2,000
1,500 -1,500
2,500 -2,500
2,500 -2,500
500 -500
600 -600
2,000 -2,000
1,000 -1,000
1,500 -1,500
1,000 -1,000
500 -500
600 -600
1,200 -1,200
1,900 -1,900
6,000 -6,000
3,000 -3,000
Something went wrong in
v1.2.1 | © 2022
To update the data and char
1. Go to “Data” Tab
2. Click “Refresh All” (twice)
Check Software Compatibilit

cking, PASSED. 1. AOL PMM works on MS Ex
2. MS Excel should be activa
Calculated Columns (Please do not edit) 3. On Mac OS, MS Excel 2013
Subcategory Category Type Month Possible errors may occur on

Salary Income Income Jan 1. Reason: There is an extra
Business Income Income Jan Solution: Delete extra blank
Investment Income Income Jan
2. Reason: No date entered.
Dividends Income Income Jan
Other Income Income Income Jan Solution: For each transactio
Other Income Income Income Jan 3. Reason: Item(s) were not
Housing Needs Expenses Jan Solution: Got to Settings She
Housing Needs Expenses Jan table
Groceries Needs Expenses Jan
4. Reason: No amount in Exp
Groceries Needs Expenses Jan
Solution: Enter amount on M
Bills & Utilities Needs Expenses Jan income
Bills & Utilities Needs Expenses Jan
Bills & Utilities Needs Expenses Jan 5. Reason: Override data val
validated cell”
Solution: Do not copy+paste
Transportation Needs Expenses Jan
Remittance Needs Expenses Jan
Education Needs Expenses Jan
Allowance Needs Expenses Jan
Self-development Financial Priorities Expenses Jan
Insurance Financial Priorities Expenses Jan
Insurance Financial Priorities Expenses Jan
Health Financial Priorities Expenses Jan
Debt Payment Financial Priorities Expenses Jan
Investment Financial Priorities Expenses Jan
Savings Financial Priorities Expenses Jan
Entertainment Wants Expenses Jan
Clothing Wants Expenses Jan
Dining Out Wants Expenses Jan
Charity Wants Expenses Jan
Other Expenses Wants Expenses Jan
Salary Income Income Feb
Business Income Income Feb
Investment Income Income Feb
Dividends Income Income Feb
Other Income Income Income Feb
Other Income Income Income Feb
Housing Needs Expenses Feb
Housing Needs Expenses Feb
Groceries Needs Expenses Feb
Groceries Needs Expenses Feb
Bills & Utilities Needs Expenses Feb
Transportation Needs Expenses Feb
Remittance Needs Expenses Feb
Education Needs Expenses Feb
Allowance Needs Expenses Feb
Self-development Financial Priorities Expenses Feb
Insurance Financial Priorities Expenses Feb
Insurance Financial Priorities Expenses Feb
Health Financial Priorities Expenses Feb
Debt Payment Financial Priorities Expenses Feb
Investment Financial Priorities Expenses Feb
Savings Financial Priorities Expenses Feb
Entertainment Wants Expenses Feb
Clothing Wants Expenses Feb
Dining Out Wants Expenses Feb
Charity Wants Expenses Feb
Other Expenses Wants Expenses Feb
Salary Income Income Mar
Business Income Income Mar
Investment Income Income Mar
Dividends Income Income Mar
Other Income Income Income Mar
Other Income Income Income Mar
Housing Needs Expenses Mar
Housing Needs Expenses Mar
Groceries Needs Expenses Mar
Groceries Needs Expenses Mar
Bills & Utilities Needs Expenses Mar
Transportation Needs Expenses Mar
Remittance Needs Expenses Mar
Education Needs Expenses Mar
Allowance Needs Expenses Mar
Insurance Financial Priorities Expenses Mar
Insurance Financial Priorities Expenses Mar
Debt Payment Financial Priorities Expenses Mar
Investment Financial Priorities Expenses Mar
Savings Financial Priorities Expenses Mar
Entertainment Wants Expenses Mar
Clothing Wants Expenses Mar
Dining Out Wants Expenses Mar
Charity Wants Expenses Mar
Other Expenses Wants Expenses Mar
Salary Income Income Apr
Business Income Income Apr
Investment Income Income Apr
Dividends Income Income Apr
Other Income Income Income Apr
Other Income Income Income Apr
Housing Needs Expenses Apr
Housing Needs Expenses Apr
Groceries Needs Expenses Apr
Groceries Needs Expenses Apr
Bills & Utilities Needs Expenses Apr
Transportation Needs Expenses Apr
Remittance Needs Expenses Apr
Education Needs Expenses Apr
Allowance Needs Expenses Apr
Self-development Financial Priorities Expenses Apr
Insurance Financial Priorities Expenses Apr
Insurance Financial Priorities Expenses Apr
Debt Payment Financial Priorities Expenses Apr
Investment Financial Priorities Expenses Apr
Savings Financial Priorities Expenses Apr
Entertainment Wants Expenses Apr
Clothing Wants Expenses Apr
Dining Out Wants Expenses Apr
Charity Wants Expenses Apr
Other Expenses Wants Expenses Apr
Salary Income Income May
Business Income Income May
Investment Income Income May
Dividends Income Income May
Other Income Income Income May
Other Income Income Income May
Housing Needs Expenses May
Housing Needs Expenses May
Groceries Needs Expenses May
Groceries Needs Expenses May
Bills & Utilities Needs Expenses May
Transportation Needs Expenses May
Remittance Needs Expenses May
Education Needs Expenses May
Allowance Needs Expenses May
Insurance Financial Priorities Expenses May
Insurance Financial Priorities Expenses May
Debt Payment Financial Priorities Expenses May
Investment Financial Priorities Expenses May
Savings Financial Priorities Expenses May
Entertainment Wants Expenses May
Dining Out Wants Expenses May
Charity Wants Expenses May
Other Expenses Wants Expenses May
Salary Income Income Jun
Business Income Income Jun
Investment Income Income Jun
Dividends Income Income Jun
Other Income Income Income Jun
Other Income Income Income Jun
Housing Needs Expenses Jun
Housing Needs Expenses Jun
Groceries Needs Expenses Jun
Groceries Needs Expenses Jun
Bills & Utilities Needs Expenses Jun
Transportation Needs Expenses Jun
Remittance Needs Expenses Jun
Education Needs Expenses Jun
Allowance Needs Expenses Jun
Self-development Financial Priorities Expenses Jun
Insurance Financial Priorities Expenses Jun
Insurance Financial Priorities Expenses Jun
Health Financial Priorities Expenses Jun
Debt Payment Financial Priorities Expenses Jun
Investment Financial Priorities Expenses Jun
Savings Financial Priorities Expenses Jun
Entertainment Wants Expenses Jun
Dining Out Wants Expenses Jun
Charity Wants Expenses Jun
Other Expenses Wants Expenses Jun
Salary Income Income Jul
Business Income Income Jul
Investment Income Income Jul
Dividends Income Income Jul
Other Income Income Income Jul
Other Income Income Income Jul
Housing Needs Expenses Jul
Housing Needs Expenses Jul
Groceries Needs Expenses Jul
Groceries Needs Expenses Jul
Bills & Utilities Needs Expenses Jul
Transportation Needs Expenses Jul
Remittance Needs Expenses Jul
Education Needs Expenses Jul
Allowance Needs Expenses Jul
Self-development Financial Priorities Expenses Jul
Insurance Financial Priorities Expenses Jul
Insurance Financial Priorities Expenses Jul
Health Financial Priorities Expenses Jul
Debt Payment Financial Priorities Expenses Jul
Investment Financial Priorities Expenses Jul
Savings Financial Priorities Expenses Jul
Dining Out Wants Expenses Jul
Charity Wants Expenses Jul
Other Expenses Wants Expenses Jul
Salary Income Income Aug
Business Income Income Aug
Investment Income Income Aug
Dividends Income Income Aug
Other Income Income Income Aug
Other Income Income Income Aug
Housing Needs Expenses Aug
Housing Needs Expenses Aug
Groceries Needs Expenses Aug
Groceries Needs Expenses Aug
Bills & Utilities Needs Expenses Aug
Transportation Needs Expenses Aug
Remittance Needs Expenses Aug
Education Needs Expenses Aug
Allowance Needs Expenses Aug
Self-development Financial Priorities Expenses Aug
Insurance Financial Priorities Expenses Aug
Insurance Financial Priorities Expenses Aug
Health Financial Priorities Expenses Aug
Debt Payment Financial Priorities Expenses Aug
Investment Financial Priorities Expenses Aug
Savings Financial Priorities Expenses Aug
Dining Out Wants Expenses Aug
Charity Wants Expenses Aug
Other Expenses Wants Expenses Aug
Salary Income Income Sep
Business Income Income Sep
Investment Income Income Sep
Dividends Income Income Sep
Other Income Income Income Sep
Other Income Income Income Sep
Housing Needs Expenses Sep
Housing Needs Expenses Sep
Groceries Needs Expenses Sep
Groceries Needs Expenses Sep
Bills & Utilities Needs Expenses Sep
Transportation Needs Expenses Sep
Remittance Needs Expenses Sep
Education Needs Expenses Sep
Allowance Needs Expenses Sep
Self-development Financial Priorities Expenses Sep
Insurance Financial Priorities Expenses Sep
Insurance Financial Priorities Expenses Sep
Health Financial Priorities Expenses Sep
Debt Payment Financial Priorities Expenses Sep
Investment Financial Priorities Expenses Sep
Savings Financial Priorities Expenses Sep
Dining Out Wants Expenses Sep
Charity Wants Expenses Sep
Other Expenses Wants Expenses Sep
Salary Income Income Oct
Business Income Income Oct
Investment Income Income Oct
Dividends Income Income Oct
Other Income Income Income Oct
Other Income Income Income Oct
Housing Needs Expenses Oct
Housing Needs Expenses Oct
Groceries Needs Expenses Oct
Groceries Needs Expenses Oct
Bills & Utilities Needs Expenses Oct
Transportation Needs Expenses Oct
Remittance Needs Expenses Oct
Education Needs Expenses Oct
Allowance Needs Expenses Oct
Self-development Financial Priorities Expenses Oct
Insurance Financial Priorities Expenses Oct
Insurance Financial Priorities Expenses Oct
Health Financial Priorities Expenses Oct
Debt Payment Financial Priorities Expenses Oct
Investment Financial Priorities Expenses Oct
Savings Financial Priorities Expenses Oct
Entertainment Wants Expenses Oct
Clothing Wants Expenses Oct
Dining Out Wants Expenses Oct
Charity Wants Expenses Oct
Other Expenses Wants Expenses Oct
Salary Income Income Nov
Business Income Income Nov
Investment Income Income Nov
Dividends Income Income Nov
Other Income Income Income Nov
Other Income Income Income Nov
Housing Needs Expenses Nov
Housing Needs Expenses Nov
Groceries Needs Expenses Nov
Groceries Needs Expenses Nov
Bills & Utilities Needs Expenses Nov
Transportation Needs Expenses Nov
Remittance Needs Expenses Nov
Education Needs Expenses Nov
Allowance Needs Expenses Nov
Self-development Financial Priorities Expenses Nov
Insurance Financial Priorities Expenses Nov
Insurance Financial Priorities Expenses Nov
Health Financial Priorities Expenses Nov
Debt Payment Financial Priorities Expenses Nov
Investment Financial Priorities Expenses Nov
Savings Financial Priorities Expenses Nov
Entertainment Wants Expenses Nov
Clothing Wants Expenses Nov
Dining Out Wants Expenses Nov
Charity Wants Expenses Nov
Other Expenses Wants Expenses Nov
Salary Income Income Dec
Business Income Income Dec
Investment Income Income Dec
Dividends Income Income Dec
Other Income Income Income Dec
Other Income Income Income Dec
Housing Needs Expenses Dec
Housing Needs Expenses Dec
Groceries Needs Expenses Dec
Groceries Needs Expenses Dec
Bills & Utilities Needs Expenses Dec
Transportation Needs Expenses Dec
Remittance Needs Expenses Dec
Education Needs Expenses Dec
Allowance Needs Expenses Dec
Self-development Financial Priorities Expenses Dec
Self-development Financial Priorities Expenses Dec
Insurance Financial Priorities Expenses Dec
Insurance Financial Priorities Expenses Dec
Health Financial Priorities Expenses Dec
Debt Payment Financial Priorities Expenses Dec
Investment Financial Priorities Expenses Dec
Savings Financial Priorities Expenses Dec
Entertainment Wants Expenses Dec
Entertainment Wants Expenses Dec
Clothing Wants Expenses Dec
Dining Out Wants Expenses Dec
Charity Wants Expenses Dec
Other Expenses Wants Expenses Dec
Something went wrong in the Dashboard, what should I do?
To update the data and charts in dashboard:
1. Go to “Data” Tab
2. Click “Refresh All” (twice)
Check Software Compatibility:

1. AOL PMM works on MS Excel 2013 or later version
2. MS Excel should be activated
3. On Mac OS, MS Excel 2013 or later version should be installed and activated.
Possible errors may occur on the following user’s entry (in the transaction table):
1. Reason: There is an extra blank row(s) in the transaction table.

Solution: Delete extra blank row(s) in the transaction table.
2. Reason: No date entered. Sample of good entries
Solution: For each transaction make sure that you entered the date correctly.
3. Reason: Item(s) were not defined in Settings

Solution: Got to Settings Sheet > Enter and define the item Category MasterList
table
4. Reason: No amount in Expenses nor Income entered

Solution: Enter amount on Money column if it expense, or Money In column if it is
income
5. Reason: Override data validation when user copy+paste the data in a “data
validated cell”
Solution: Do not copy+paste data from somewhere else as much as possible.
Sample of bad entries

ntries
ntries
Settings
Hello J Nick Name: John
Category Masterlist
Item Subcategory Category
Salary Salary Income
Business Business Income
Capital Gains Investment Income
Dividends Dividends Income
Side Hustle Other Income Income
Other Income Other Income Income
Rent or Mortgage Housing Needs
Housing Maintenance Housing Needs
Food Groceries Needs
Household Items Groceries Needs
Electricity Bills & Utilities Needs
Water Bills & Utilities Needs
Gas Bills & Utilities Needs
Telephone Bills & Utilities Needs
WIFI Bills & Utilities Needs
Transportation Transportation Needs
Remittance Remittance Needs
Tuition Fees Education Needs
Kids Allowance Allowance Needs
Self-development Self-development Financial Priorities
Books Self-development Financial Priorities
Courses Self-development Financial Priorities
Training/Coaching Self-development Financial Priorities
Term Insurance Insurance Financial Priorities
Healthcare Insurance Insurance Financial Priorities
Health Health Financial Priorities
Debt Payment Debt Payment Financial Priorities
Stock Market Investment Investment Financial Priorities
Crypto/NFT Investment Investment Financial Priorities
Pag-IBIG MP2 Investment Financial Priorities
Mutual Fund or UITF Investment Financial Priorities
VUL Insurance Financial Priorities
For Vacation Savings Financial Priorities
For Retirement Funds Savings Financial Priorities
College Fund Savings Financial Priorities
Emergency Fund Savings Financial Priorities
Entertainment Entertainment Wants
Travel Entertainment Wants
Gadgets Entertainment Wants
Clothing Clothing Wants
Dining Out Dining Out Wants
Charity Charity Wants
Other Expenses Other Expenses Wants
Category Type Envelope System % Allocation
Income Needs 50%
Income Financial Priorities 20%
Income Wants 30%
Income Total 100%
Income
OK
Income
Expenses
Note:
Expenses You may edit the % allocation of your expenses that may fits your income an
Expenses
Expenses However, please DO NOT edit the Envelope System Category as it is linked t
sheet. Any unnecessary changes may affect the entire system output.
Expenses
Expenses
Expenses
Expenses
Expenses
Expenses
Expenses
Expenses
Expenses
Expenses
Expenses
Expenses
Expenses
Expenses
Expenses
Expenses
Expenses
Expenses
Expenses
Expenses
Expenses
Expenses
Expenses
Expenses
Expenses
Expenses
Expenses
Expenses
Expenses
Expenses
Expenses
Expenses
Expenses
Descriptions
Necessities expenses such as food, housing, bills, transportation, etc.
Financial obligation expenses such as education, self-improvement, insurance, etc.
Lifestyle choice expense such as travel, dining out, gadgets, games, etc.
f your expenses that may fits your income and lifestyle.
he Envelope System Category as it is linked to Analysis

s may affect the entire system output.
AOL Personal Money Manager (Financial Freedom without Boundaries)

A money manager apps with interactive and dynamic analytics to track your income, expenses and savings in simple ways.
v1.2.1 | © 2022
Key Features:
Interactive and dynamic dashboard at a glance
Easy to use and user-friendly interface
Fast adding records and accepts 1M+ transaction records
Envelope system distribution display on very nice charts
Accumulated wealth (balance/cash on hand) tracker on year-to-date basis
Monthly, multi-month selection, and year-to-date report period
Manage sub-categories if the default category do not work for you
Month over Month (current month vs. previous month) variance analysis
List of Expenses by sub-category with interactive category filtering and insights
Envelope budgeting user's input. See: settings tab > Envelope table
Covers one (1) year budgeting
AOL proprietary algorithm for SMART Financial Advisor
System Requirements:
Hardware
Processor: : Intel Core i3 or better
RAM : 4GB or better
Storage: : 2GB Free disk space
Graphics: : Optional
Software
Operating System : Microsoft Windows 7 or later version
Application Software Microsoft Excel 2016 or later version
License/Activated MS Excel
*For MAC OS, please use virtual machine and/or MS Office for MAC
Updating Transaction/Record Entry

AOL Personal Money Manager V1.2.00 uses Pivot Table and Pivot Charts.
After entering record(s), to reflect the data on Dashboard go to Data Tab > Click Refresh All as show in image below.
Contact Details:
AOL Personal Money Manager
v1.2.1 | © 2022
Developed by:
Abraham Avila Jr.
Founder, AOL Analytics and Data Analyst Lead
Birmingham, United Kingdom
Contacts:
Name : Abraham Avila Jr.
FB : https://www.facebook.com/absavilajr/
Website : https://aoltrading.com/
FB Page : https://www.facebook.com/AOLTrades
Public FB Group : https://www.facebook.com/groups/1088784757995791
email : aol.trades@gmail.com
For Suggestions and Bug Reporting:
Copy and Paste the URL below on your web browser.

Shorten URL : https://forms.gle/y6ziEnYd3mFo5c6EA
- or - - or -
Long URL : https://docs.google.com/forms/d/e/1FAIpQLSdIrCFdup7s6jxcj7JnV0PAStN6r1zsdro2i1YpIGZUyaIq3Q/viewform?usp=sf_link

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If the shape was modified in an earlier version of Excel, or if the

Type - all - Balance

Type Amount Category Type

423,760 Money Out & Balance Ratio

Amount Type - all -

Category Money Out (Expenses)

Data Month Income Expenses

Highest Dec | 78,000

Stat Expenses Label

Highest Jan | 72,800

Feb Total Expenses

Category Planned Actual Diff

User's Input Columns

Date Item Description

Money Out (Expenses) Money In (Income) Amount

Check Software Compatibilit

Subcategory Category Type Month Possible errors may occur on

Check Software Compatibility:

1. Reason: There is an extra blank row(s) in the transaction table.

3. Reason: Item(s) were not defined in Settings

4. Reason: No amount in Expenses nor Income entered

Sample of bad entries

Hello J Nick Name: John

f your expenses that may fits your income and lifestyle.

he Envelope System Category as it is linked to Analysis

AOL Personal Money Manager (Financial Freedom without Boundaries)

Updating Transaction/Record Entry

For Suggestions and Bug Reporting:

Copy and Paste the URL below on your web browser.

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