Settings Budget Actuals

1. Settings

Your Name : Igor AFANSINOU type your name

Start Year : 2023 type starting year in (yyyy) format

Available Years : 2023 dashboard allows for a 10 year timeline

2024
2025
2026
2027
2028
2029
2030
2031
2032
uals Dashboard

arting year in (yyyy) format

ard allows for a 10 year timeline

Version : 01_05_Igor
 Settings Budget Actuals

2. Budget
Choose year in Settings >>>
- - - -
To be allocated >>> - - - -

Income Jan Feb Mar Apr

Salary (net) 4,500 4,500 4,500 4,500
Dividends 100 110 120 130
Options 80 80 80 80
Other 1
Other 2
Other 3 500
[Enter Income Category]
[Enter Income Category]
[Enter Income Category]
[Enter Income Category]
[Enter Income Category]
Total 4,680 4,690 4,700 5,210

Expenses Jan Feb Mar Apr

Rent 850 850 850 850
Utilities 100 100 100 100
Health Insurance 200 200 200 200
Public Transport 100 100 100 100
Groceries 300 300 300 300
Social 200 200 200 200
Vacation
Clothes 300
Subscriptions 60 60 60 60
Pets 50 50 50 50
Other
[Enter Expense Category]
[Enter Expense Category]
[Enter Expense Category]
Total 1,860 1,860 2,160 1,860

Savings Jan Feb Mar Apr

Savings 500 500 500 500
Checking 270 280 -10 800
Investment Account #1 1,000 1,000 1,000 1,000
Investment Account #2 50 50 50 50
Retirement Account #1 500 500 500 500
Retirement Account #2 500 500 500 500
[Enter Savings Category]
[Enter Savings Category]
[Enter Savings Category]
[Enter Savings Category]
Total 2,820 2,830 2,540 3,350
 Dashboard

2023
- - - - - - -
- - - - - - -

May Jun Jul Aug Sep Oct Nov

4,500 4,500 4,500 4,500 4,500 4,500 4,500
140 150 160 170 180 190 200
80 80 80 80 80 80 80

4,720 4,730 4,740 4,750 4,760 4,770 4,780

May Jun Jul Aug Sep Oct Nov

850 850 850 850 850 850 850
100 100 100 100 100 100 100
200 200 200 200 200 200 200
100 100 100 100 100 100 100
300 300 300 300 300 300 300
200 200 200 200 200 200 200
1,500
300 300
60 60 60 60 60 60 60
50 50 50 50 50 50 50

1,860 2,160 3,360 1,860 2,160 1,860 1,860

May Jun Jul Aug Sep Oct Nov

500 500 500 500 500 500 500
 310 20 -1,170 340 50 360 370
1,000 1,000 1,000 1,000 1,000 1,000 1,000
50 50 50 50 50 50 50
500 500 500 500 500 500 500
500 500 500 500 500 500 500

2,860 2,570 1,380 2,890 2,600 2,910 2,920

 2
- - - - - - -
- - - - - - -

Dec 2023 Jan Feb Mar Apr May

4,500 54,000 4,500 4,500 4,500 4,500 4,500
210 1,860 100 110 120 130 140
80 960 80 80 80 80 80
-
-
500 500
-
-
-
-
-
4,790 57,320 4,680 4,690 4,700 5,210 4,720

Dec 2023 Jan Feb Mar Apr May

850 10,200 850 850 850 850 850
100 1,200 100 100 100 100 100
200 2,400 200 200 200 200 200
100 1,200 100 100 100 100 100
300 3,600 300 300 300 300 300
200 2,400 200 200 200 200 200
500 2,000 1,160 1,160 1,460 1,160 1,160
300 1,200
60 720
50 600
-
-
-
-
2,660 25,520 2,910 2,910 3,210 2,910 2,910

Dec 2023 Jan Feb Mar Apr May

500 6,000 500 500 500 500 500
 -420 1,200 270 280 -10 800 310
1,000 12,000 1,000 1,000 1,000 1,000 1,000
50 600
500 6,000
500 6,000
-
-
-
-
2,130 31,800 1,770 1,780 1,490 2,300 1,810
 2024
- - - - - - -
- - - - - - -

Jun Jul Aug Sep Oct Nov Dec

- - - - - - -

Jun Jul Aug Sep Oct Nov Dec

- - - - - - -

Jun Jul Aug Sep Oct Nov Dec

- - - - - - -
 2025 2026 2027 2028 2029
- - - - - -
- - - - - -

2024 2025 2026 2027 2028 2029

22,500 - - - - -
600 - - - - -
400 - - - - -
- - - - - -
- - - - - -
500 - - - - -
- - - - - -
- - - - - -
- - - - - -
- - - - - -
- - - - - -
24,000 - - - - -

2024 2025 2026 2027 2028 2029

4,250 - - - - -
500 - - - - -
1,000 - - - - -
500 - - - - -
1,500 - - - - -
1,000 - - - - -
6,100 - - - - -
- - - - - -
- - - - - -
- - - - - -
- - - - - -
- - - - - -
- - - - - -
- - - - - -
14,850 - - - - -

2024 2025 2026 2027 2028 2029

2,500 - - - - -
1,650 - - - - -
5,000 - - - - -
- - - - - -
- - - - - -
- - - - - -
- - - - - -
- - - - - -
- - - - - -
- - - - - -
9,150 - - - - -
2030 2031 2032
- - -
- - -

2030 2031 2032

- - -
- - -
- - -
- - -
- - -
- - -
- - -
- - -
- - -
- - -
- - -
- - -

2030 2031 2032

- - -
- - -
- - -
- - -
- - -
- - -
- - -
- - -
- - -
- - -
- - -
- - -
- - -
- - -
- - -

2030 2031 2032

- - -
- - -
- - -
- - -
- - -
- - -
- - -
- - -
- - -
- - -
- - -
 Settings Budget Actuals Dashboard

3. Actuals
Nr. of Records :
Selected Month: 20 Income:
Select Period : Expenses:
Selected Year: 63 Savings:
Choose Year → 2023
Choose Month → Jan

Year Month Type Category

2023 Jan Income Salary (net)
2023 Jan Income Dividends
2023 Jan Income Options
2023 Jan Expenses Rent
2023 Jan Expenses Utilities
2023 Jan Expenses Health Insurance
2023 Jan Expenses Public Transport
2023 Jan Expenses Groceries
2023 Jan Expenses Groceries
2023 Jan Expenses Social
2023 Jan Expenses Clothes
2023 Jan Expenses Subscriptions
2023 Jan Expenses Subscriptions
2023 Jan Expenses Pets
2023 Jan Savings Savings
2023 Jan Savings Investment Account #1
2023 Jan Savings Investment Account #2
2023 Jan Savings Retirement Account #1
2023 Jan Savings Retirement Account #2
2023 Jan Savings Checking
2023 Feb Income Salary (net)
2023 Feb Income Dividends
2023 Feb Income Options
2023 Feb Expenses Rent
2023 Feb Expenses Utilities
2023 Feb Expenses Health Insurance
2023 Feb Expenses Public Transport
2023 Feb Expenses Groceries
2023 Feb Expenses Social
2023 Feb Expenses Clothes
2023 Feb Expenses Subscriptions
2023 Feb Expenses Pets
2023 Feb Savings Savings
2023 Feb Savings Investment Account #1
2023 Feb Savings Investment Account #2
2023 Feb Savings Retirement Account #1
2023 Feb Savings Retirement Account #2
2023 Feb Savings Checking
2023 Mar Income Salary (net)
2023 Mar Income Dividends
2023 Mar Income Options
2023 Mar Expenses Rent
2023 Mar Expenses Utilities
2023 Mar Expenses Health Insurance
2023 Mar Expenses Public Transport
2023 Mar Expenses Groceries
2023 Mar Expenses Social
2023 Mar Expenses Vacation
2023 Mar Expenses Subscriptions
2023 Mar Expenses Pets
2023 Mar Savings Savings
2023 Mar Savings Investment Account #1
2023 Mar Savings Investment Account #2
2023 Mar Savings Retirement Account #1
2023 Mar Savings Retirement Account #2
2023 Mar Savings Checking
2023 Mar Income Other 1
2023 Apr Income Salary (net)
2023 Apr Expenses Rent
2023 Apr Expenses Health Insurance
2023 Apr Expenses Groceries
2023 Apr Income Salary (net)
2023 Apr Savings Investment Account #1
2024 Jan Income Salary (net)
2024 Jan Income Dividends
2024 Jan Income Options
2024 Jan Expenses Rent
2024 Jan Expenses Utilities
2024 Jan Expenses Health Insurance
2024 Jan Expenses Public Transport
2024 Jan Expenses Groceries
2024 Jan Expenses Groceries
2024 Jan Expenses Social
2024 Jan Expenses Clothes
2024 Jan Expenses Subscriptions
2024 Jan Expenses Subscriptions
2024 Jan Expenses Pets
2024 Jan Savings Savings
2024 Jan Savings Investment Account #1
2024 Jan Savings Investment Account #2
2024 Jan Savings Retirement Account #1
2024 Jan Savings Retirement Account #2
2024 Jan Savings Checking
2024 Feb Income Salary (net)
2024 Feb Income Dividends
2024 Feb Income Options
2024 Feb Expenses Rent
2024 Feb Expenses Utilities
2024 Feb Expenses Health Insurance
2024 Feb Expenses Public Transport
2024 Feb Expenses Groceries
2024 Feb Expenses Social
2024 Feb Expenses Clothes
2024 Feb Expenses Subscriptions
2024 Feb Expenses Pets
2024 Feb Savings Savings
2024 Feb Savings Investment Account #1
2024 Feb Savings Investment Account #2
2024 Feb Savings Retirement Account #1
2024 Feb Savings Retirement Account #2
2024 Feb Savings Checking
2024 Mar Income Salary (net)
2024 Mar Income Dividends
2024 Mar Income Options
2024 Mar Expenses Rent
2024 Mar Expenses Utilities
2024 Mar Expenses Health Insurance
2024 Mar Expenses Public Transport
2024 Mar Expenses Groceries
2024 Mar Expenses Social
2024 Mar Expenses Vacation
2024 Mar Expenses Subscriptions
2024 Mar Expenses Pets
2024 Mar Savings Savings
2024 Mar Savings Investment Account #1
2024 Mar Savings Investment Account #2
2024 Mar Savings Retirement Account #1
2024 Mar Savings Retirement Account #2
2024 Mar Savings Checking
2024 Mar Income Other 1
2024 Apr Income Salary (net)
2024 Apr Expenses Rent
2024 Apr Expenses Health Insurance
2024 Apr Expenses Groceries
2024 Apr Income Salary (net)
2024 Apr Savings Investment Account #1
Dashboard

Type Overview :
Income: 4 740
Expenses: 2 065
Savings: 2 675

Amount
4,500
90
150
850
95
210
200
100
170
150
130
30
30
100
1,000
500
50
500
500
125
4,300
150
20
850
120
210
120
400
 300
-
60
100
500
1,200
50
500
-
60
4,100
150
20
850
120
210
120
400
300
500
60
100
500
1,200
50
500
-
60
60
4,500
2,000
400
200
500
200
4,500
90
150
850
95
210
200
100
 170
150
130
30
30
100
1,000
500
50
500
500
125
4,300
150
20
850
120
210
120
400
300
-
60
100
500
1,200
50
500
-
60
4,100
150
20
850
120
210
120
400
300
500
60
100
500
1,200
50
500
-
60
60
4,500
2,000
400
200
500
200
erview : Balance :
0
5 - *reconciled ✓
5

Details
Main Job
Dividends
Option Trading
House Rent
Electricity
Health Insurance
Monthly Pass
[Store Name 1]
[Store Name 2]
Out with John
Zara
Netflix
Amazon Prime
Dog Food
[TBD]
[TBD]
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Main Job
Dividends
Option Trading
House Rent
Electricity
Health Insurance
Monthly Pass
[Store Name 1]
[Store Name 2]
Out with John
Zara
Netflix
Amazon Prime
Dog Food
[TBD]
[TBD]
[TBD]
[TBD]
[TBD]
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 PERSONAL FINANCE D

Select Period : Your Performan

% Earned : 101%
Choose Year → 2023
% Spent : 111%
Choose Month → Jan % Saved : 95%

Breakdown: Jan 2023

MTD - Jan 2023

Income Actuals Budget % Earned Delta Δ
Salary (net) 4,500 4,500 100% -
Options 150 80 188% 70
Dividends 90 100 90% (10)
Other 1 - - - -
Other 2 - - - -
Other 3 - - - -
Total 4,740 4,680 101% 60

Expenses Actuals Budget % Spent Delta Δ

Rent 850 850 100% -
Groceries 270 300 90% (30)
Health Insurance 210 200 105% 10
Public Transport 200 100 200% 100
Social 150 200 75% (50)
Clothes 130 - - 130
Pets 100 50 200% 50
Utilities 95 100 95% (5)
Subscriptions 60 60 100% -
Vacation - - - -
Other - - - -
Total 2,065 1,860 111% 205

Savings Actuals Budget % Saved Delta Δ

Savings 1,000 500 200% 500
Investment Account #1 500 1,000 50% (500)
Retirement Account #1 500 500 100% -
Retirement Account #2 500 500 100% -
Checking 125 270 46% (145)
Investment Account #2 50 50 100% -
Total 2,675 2,820 95% (145)
ANCE DASHBOARD

Your Performance Year-to-Date 2023 : You Are

101% ✓ earned more than expected
56%
111% spent more than expected
95% still room to save 56%

023

YTD - Jan 2023 MTD - Jan 2023

Actuals Budget % Earned Delta Δ
4,500 4,500 100% - Income (Actuals)
150 80 188% 70
90 100 90% (10)
- - - -
- - - -
- - - -
4,740 4,680 101% 60

Actuals Budget % Spent Delta Δ

850 850 100% -
270 300 90% (30)
Expenses (Actuals)
210 200 105% 10
200 100 200% 100
150 200 75% (50)
130 - - 130
100 50 200% 50
95 100 95% (5)
60 60 100% -
- - - -
- - - -
2,065 1,860 111% 205

Actuals Budget % Saved Delta Δ Savings (Actuals)

1,000 500 200% 500
500 1,000 50% (500)
500 500 100% -
500 500 100% -
125 270 46% (145)
50 50 100% -
2,675 2,820 95% (145)
 Settings Budget Actuals Dashboard

You Are Saving :

Igor AFANSINOU's
56% of your Income in Jan 2023
56% of your income year-to-date 2023
Personal Finance Dashboard

Summary - Jan 2023

MTD - Jan 2023 YTD - Jan 2023

) Income (Actuals)

Salary (net) 4,500 Salary (net)

Options 150 Options
Dividends 90 Dividends

Total 4,740 Total

ctuals) Expenses (Actuals)

Rent 850 Rent

Groceries 270 Groceries
Health Insurance 210 Health Insurance
Public Transport 200 Public Transport
Social 150 Social
Other 385 Other
Total 2,065 Total

s) Savings (Actuals)

Savings 1,000 Savings

Investment Account #1 500 Investment Account #1
Retirement Account #1 500 Retirement Account #1
Retirement Account #2 500 Retirement Account #2
Checking 125 Checking
Other 50 Other
Total 2,675 Total
 Dashboard

NSINOU's
nce Dashboard

4,500
150
90

-
4,740

850
270
210
200
150
385
2,065

1,000
500
500
500
125
50
2,675
Calculations
Calculations: Actuals Input

Today: 22-Jan-23
# of Records (selected year 63
# of Records (selected mon 20
Balance (selected period): -
Balance Message: *reconciled ✓
Type Overview:
Income 4,740
Expenses 2,065
Savings 2,675

Calculations: Dashboard

Name: Igor AFANSINOU's

Selected Year: 2023
Selected Period: Jan
KPIs: Saving Rate
MTD or FY Savings Rate: 56%
YTD Savings Rate: 56%
Text: MTD or FY of your Income in Jan 2023
Text: YTD of your income year-to-date 2023
KPIs: Performance
% Earned: 101%
% Earned Text: ✓ earned more than expected
% Spent: 111%
% Spent Text: spent more than expected
% Saved: 95%
% Saved Text: still room to save
Text: Your Performance Year-to-Date 2023 :
Actuals and Budget Values:
Actuals
MTD/FY Income 4,740
MTD/FY Expenses 2,065
MTD/FY Savings 2,675
YTD Income 4,740
YTD Expenses 2,065
YTD Savings 2,675
Budget
MTD/FY Income 4,680
 MTD/FY Expenses 1,860
MTD/FY Savings 2,820
YTD Income 4,680
YTD Expenses 1,860
YTD Savings 2,820

Chart Calculations: Donut Charts

Income Category Amount

1 Salary (net) 4,500
2 Options 150
3 Dividends 90
4
5
6
Total 4,740

Chart Calculations: Trend (Actuals vs. Budget)

Show Income: TRUE

Show Expenses: TRUE
Show Savings: TRUE
Show Remaining Budget: TRUE

X-Axis Month Type In Focus

Jan Income 1
Jan Expenses 1
Jan
Jan Savings 1

Feb Income 0
Feb Expenses 0
Feb
Feb Savings 0

Mar Income 0
Mar Expenses 0
Mar
Mar Savings 0

Apr Income 0
Apr Expenses 0
Apr
Apr Savings 0

May Income 0
May Expenses 0
May
May
May Savings 0

Jun Income 0
Jun Expenses 0
Jun
Jun Savings 0

Jul Income 0
Jul Expenses 0
Jul
Jul Savings 0

Aug Income 0
Aug Expenses 0
Aug
Aug Savings 0

Sep Income 0
Sep Expenses 0
Sep
Sep Savings 0

Oct Income 0
Oct Expenses 0
Oct
Oct Savings 0

Nov Income 0
Nov Expenses 0
Nov
Nov Savings 0

Dec Income 0
Dec Expenses 0
Dec
Dec Savings 0
 Calculations: Dashboard YTD

Selected Period: Jan

Jan 1 Jan
Feb 2
Mar 3
Apr 4
May 5
Jun 6
Jul 7
Aug 8
Sep 9
Oct 10
Nov 11
Dec 12
 YtD Expenses Category Amount YtD
4,500 1 Rent 850 850
150 2 Groceries 270 270
90 3 Health Insurance 210 210
4 Public Transport 200 200
5 Social 150 150
- 6 Other 385 385
4,740 Total 2,065 2,065

Show Type Show Remaining Budget Actuals Budget Delta

1 1 4,740 4,680 (60)
1 1 2,065 1,860 (205)
1 1 2,675 2,820 145

1 1 4,470 4,690 220

1 1 2,160 1,860 (300)
1 1 2,310 2,830 520

1 1 4,330 4,700 370

1 1 2,660 2,160 (500)
1 1 2,310 2,540 230

1 1 5,000 5,210 210

1 1 2,600 1,860 (740)
1 1 200 3,350 3,150

1 1 - 4,720 4,720
1 1 - 1,860 1,860
1 1 - 2,860 2,860

1 1 - 4,730 4,730
1 1 - 2,160 2,160
1 1 - 2,570 2,570

1 1 - 4,740 4,740
1 1 - 3,360 3,360
1 1 - 1,380 1,380

1 1 - 4,750 4,750
1 1 - 1,860 1,860
1 1 - 2,890 2,890

1 1 - 4,760 4,760
1 1 - 2,160 2,160
1 1 - 2,600 2,600

1 1 - 4,770 4,770
1 1 - 1,860 1,860
1 1 - 2,910 2,910

1 1 - 4,780 4,780
1 1 - 1,860 1,860
1 1 - 2,920 2,920

1 1 - 4,790 4,790
1 1 - 2,660 2,660
1 1 - 2,130 2,130
Savings Category Amount YtD
1 Savings 1,000 1,000
2 Investment Account #1 500 500
3 Retirement Account #1 500 500
4 Retirement Account #2 500 500
5 Checking 125 125
6 Other 50 50
Total 2,675 2,675

Period in Focus Period not in

In Budget Remaining Excess In Budget
4,680 - 60 -
1,860 - 205 -
2,675 145 - -

- - - 4,470
- - - 1,860
- - - 2,310

- - - 4,330
- - - 2,160
- - - 2,310

- - - 5,000
- - - 1,860
- - - 200

- - - -
- - - -
- - - -

- - - -
- - - -
- - - -

- - - -
- - - -
- - - -

- - - -
- - - -
- - - -

- - - -
- - - -
- - - -

- - - -
- - - -
- - - -

- - - -
- - - -
- - - -

- - - -
- - - -
- - - -
Period not in Focus
Remaining Excess
- -
- -
- -

220 -
- 300
520 -

370 -
- 500
230 -

210 -
- 740
3,150 -

4,720 -
1,860 -
2,860 -

4,730 -
2,160 -
2,570 -

4,740 -
3,360 -
1,380 -

4,750 -
1,860 -
2,890 -

4,760 -
2,160 -
2,600 -

4,770 -
1,860 -
2,910 -

4,780 -
1,860 -
2,920 -

4,790 -
2,660 -
2,130 -