Options
--> Sort by Category yes/no
  • Number of transactions
  • Alphabetically
Recurring Payments go here
  • Existing recurring payments with delete option
  • Add new recurring payment - category, item name, amount, day (1-28; last day of the month; 1st, 2nd, 3rd, 4th, day of the week - of the month
Category/item editing goes here
  • Existing category/item combinations with delete option?

Planning info for Tables (may do uni styled tables):

  • allocate_users
    • user_id (incrementing number)
    • user_added_on
    • user_removed_on
  • allocate_user_preferences
    • preference_id (user_id)
    • preference_name (name, password, email, show transactions, sort order, group by category)
    • preference_choice
    • preference_added_on
    • preference_removed_on
  • allocate_user_groups
    • group_id (incrementing number)
    • group_name
    • group_coordinator (user_name)
    • group_member_name (user_name)
    • group_invited_on
    • group_uninvited_on
    • group_invitation_response
    • Am I in a group? - if yes create option to leave the group; set allocate_id to group_id
    • Am I in a group? - if no always show an option to invite a user to the group; set allocate_id to user_id
    • Confirm valid user_name and not it a group before allowing membership
    • Email invitations and rescinded invitations
    • Primary user can invite other users to join their group if they are not already in a group
    • Accept or deny invitations before continuing on
    • Login order
      • login verifies user first
      • then checks for invitations
      • then looks for group account
      • if no budgets found - make one, otherwise show the current budget or make a new month budget if applicable
  • allocate_categories (i.e. Income, Giving, Savings, Debt, Food, Clothing, Shelter, Transportation, Personal, Insurance, Communications, Medical)
  • allocate_items (i.e. Netflix, Amazon Prime, etc)
    • item_id (incrementing number)
    • item_group_id
    • item_name
    • group_coordinator (user_name)
    • group_member_name (user_name)
    • group_invited_on
    • group_uninvited_on
    • group_invitation_response
  • allocate_recurring
  • allocate_beginning_balance
    • allocate_id (group_id)
    • category
    • item
    • (beginning_)amount
    • //comment
    • //location
    • (year_month)//date
    • entered_by
    • entered_on
  • allocate_transactions
    • category
    • item
    • amount
    • comment
    • location
    • date
    • entered_by
    • entered_on

Category Name
Item #1 Name
PlannedNew Amount

Spent
Left
TargetNew Amount

$240
$166
$74
$480
Spending


or add a new one

Transactions columns - date (mm-YYYY), store, amount, edit?
Item #2 Name
PlannedNew Amount

Spent
Left
TargetNew Amount

$70
$58
$12
$170
Spending


or add a new one

Transactions columns - date (mm-YYYY), store, amount, edit?
Item #3 Name
PlannedNew Amount

Spent
Left
TargetNew Amount

$225
$179
$46
$500
Spending


or add a new one

Transactions columns - date (mm-YYYY), store, amount, edit?
Item #4 Name
PlannedNew Amount

Spent
Left
TargetNew Amount

$79
$101
$-22
$70
Spending


or add a new one

Transactions columns - date (mm-YYYY), store, amount, edit?
Item #5 Name
PlannedNew Amount

Spent
Left
TargetNew Amount

$271
$274
$-3
$150
Spending


or add a new one

Transactions columns - date (mm-YYYY), store, amount, edit?
Item #6 Name
PlannedNew Amount

Spent
Left
TargetNew Amount

$56
$243
$-187
$320
Spending


or add a new one

Transactions columns - date (mm-YYYY), store, amount, edit?
Item #7 Name
PlannedNew Amount

Spent
Left
TargetNew Amount

$408
$185
$223
$260
Spending


or add a new one

Transactions columns - date (mm-YYYY), store, amount, edit?
Item #8 Name
PlannedNew Amount

Spent
Left
TargetNew Amount

$38
$35
$3
$190
Spending


or add a new one

Transactions columns - date (mm-YYYY), store, amount, edit?
Item #9 Name
PlannedNew Amount

Spent
Left
TargetNew Amount

$117
$255
$-138
$270
Spending


or add a new one

Transactions columns - date (mm-YYYY), store, amount, edit?
Item #10 Name
PlannedNew Amount

Spent
Left
TargetNew Amount

$269
$122
$147
$280
Spending


or add a new one

Transactions columns - date (mm-YYYY), store, amount, edit?
Item #11 Name
PlannedNew Amount

Spent
Left
TargetNew Amount

$499
$194
$305
$490
Spending


or add a new one

Transactions columns - date (mm-YYYY), store, amount, edit?
Category Name
Item #12 Name
PlannedNew Amount

Spent
Left
TargetNew Amount

$209
$172
$37
$420
Spending


or add a new one

Transactions columns - date (mm-YYYY), store, amount, edit?
Item #13 Name
PlannedNew Amount

Spent
Left
TargetNew Amount

$463
$278
$185
$230
Spending


or add a new one

Transactions columns - date (mm-YYYY), store, amount, edit?
Item #14 Name
PlannedNew Amount

Spent
Left
TargetNew Amount

$410
$77
$333
$480
Spending


or add a new one

Transactions columns - date (mm-YYYY), store, amount, edit?
Item #15 Name
PlannedNew Amount

Spent
Left
TargetNew Amount

$414
$180
$234
$120
Spending


or add a new one

Transactions columns - date (mm-YYYY), store, amount, edit?
Item #16 Name
PlannedNew Amount

Spent
Left
TargetNew Amount

$220
$110
$110
$280
Spending


or add a new one

Transactions columns - date (mm-YYYY), store, amount, edit?
Item #17 Name
PlannedNew Amount

Spent
Left
TargetNew Amount

$303
$111
$192
$100
Spending


or add a new one

Transactions columns - date (mm-YYYY), store, amount, edit?
Item #18 Name
PlannedNew Amount

Spent
Left
TargetNew Amount

$56
$14
$42
$490
Spending


or add a new one

Transactions columns - date (mm-YYYY), store, amount, edit?
Item #19 Name
PlannedNew Amount

Spent
Left
TargetNew Amount

$76
$190
$-114
$460
Spending


or add a new one

Transactions columns - date (mm-YYYY), store, amount, edit?
Item #20 Name
PlannedNew Amount

Spent
Left
TargetNew Amount

$492
$204
$288
$80
Spending


or add a new one

Transactions columns - date (mm-YYYY), store, amount, edit?
Item #21 Name
PlannedNew Amount

Spent
Left
TargetNew Amount

$306
$246
$60
$150
Spending


or add a new one

Transactions columns - date (mm-YYYY), store, amount, edit?
Item #22 Name
PlannedNew Amount

Spent
Left
TargetNew Amount

$50
$235
$-185
$170
Spending


or add a new one

Transactions columns - date (mm-YYYY), store, amount, edit?
Item #23 Name
PlannedNew Amount

Spent
Left
TargetNew Amount

$141
$270
$-129
$60
Spending


or add a new one

Transactions columns - date (mm-YYYY), store, amount, edit?
Item #24 Name
PlannedNew Amount

Spent
Left
TargetNew Amount

$99
$207
$-108
$110
Spending


or add a new one

Transactions columns - date (mm-YYYY), store, amount, edit?
Item #25 Name
PlannedNew Amount

Spent
Left
TargetNew Amount

$15
$128
$-113
$100
Spending


or add a new one

Transactions columns - date (mm-YYYY), store, amount, edit?
Item #26 Name
PlannedNew Amount

Spent
Left
TargetNew Amount

$74
$183
$-109
$170
Spending


or add a new one

Transactions columns - date (mm-YYYY), store, amount, edit?
Item #27 Name
PlannedNew Amount

Spent
Left
TargetNew Amount

$135
$247
$-112
$210
Spending


or add a new one

Transactions columns - date (mm-YYYY), store, amount, edit?
Item #28 Name
PlannedNew Amount

Spent
Left
TargetNew Amount

$22
$290
$-268
$470
Spending


or add a new one

Transactions columns - date (mm-YYYY), store, amount, edit?
Item #29 Name
PlannedNew Amount

Spent
Left
TargetNew Amount

$414
$94
$320
$200
Spending


or add a new one

Transactions columns - date (mm-YYYY), store, amount, edit?
Item #30 Name
PlannedNew Amount

Spent
Left
TargetNew Amount

$204
$289
$-85
$430
Spending


or add a new one

Transactions columns - date (mm-YYYY), store, amount, edit?
Item #31 Name
PlannedNew Amount

Spent
Left
TargetNew Amount

$217
$116
$101
$140
Spending


or add a new one

Transactions columns - date (mm-YYYY), store, amount, edit?
Item #32 Name
PlannedNew Amount

Spent
Left
TargetNew Amount

$356
$36
$320
$200
Spending


or add a new one

Transactions columns - date (mm-YYYY), store, amount, edit?
Item #33 Name
PlannedNew Amount

Spent
Left
TargetNew Amount

$298
$216
$82
$180
Spending


or add a new one

Transactions columns - date (mm-YYYY), store, amount, edit?
Item #34 Name
PlannedNew Amount

Spent
Left
TargetNew Amount

$61
$176
$-115
$290
Spending


or add a new one

Transactions columns - date (mm-YYYY), store, amount, edit?
Item #35 Name
PlannedNew Amount

Spent
Left
TargetNew Amount

$462
$48
$414
$350
Spending


or add a new one

Transactions columns - date (mm-YYYY), store, amount, edit?
Item #36 Name
PlannedNew Amount

Spent
Left
TargetNew Amount

$327
$82
$245
$330
Spending


or add a new one

Transactions columns - date (mm-YYYY), store, amount, edit?
Item #37 Name
PlannedNew Amount

Spent
Left
TargetNew Amount

$222
$261
$-39
$420
Spending


or add a new one

Transactions columns - date (mm-YYYY), store, amount, edit?
Item #38 Name
PlannedNew Amount

Spent
Left
TargetNew Amount

$46
$213
$-167
$80
Spending


or add a new one

Transactions columns - date (mm-YYYY), store, amount, edit?
Item #39 Name
PlannedNew Amount

Spent
Left
TargetNew Amount

$206
$297
$-91
$70
Spending


or add a new one

Transactions columns - date (mm-YYYY), store, amount, edit?
Item #40 Name
PlannedNew Amount

Spent
Left
TargetNew Amount

$408
$157
$251
$430
Spending


or add a new one

Transactions columns - date (mm-YYYY), store, amount, edit?
Item #41 Name
PlannedNew Amount

Spent
Left
TargetNew Amount

$224
$197
$27
$210
Spending


or add a new one

Transactions columns - date (mm-YYYY), store, amount, edit?
Item #42 Name
PlannedNew Amount

Spent
Left
TargetNew Amount

$61
$235
$-174
$410
Spending


or add a new one

Transactions columns - date (mm-YYYY), store, amount, edit?
Item #43 Name
PlannedNew Amount

Spent
Left
TargetNew Amount

$237
$108
$129
$470
Spending


or add a new one

Transactions columns - date (mm-YYYY), store, amount, edit?
Item #44 Name
PlannedNew Amount

Spent
Left
TargetNew Amount

$36
$63
$-27
$290
Spending


or add a new one

Transactions columns - date (mm-YYYY), store, amount, edit?
Item #45 Name
PlannedNew Amount

Spent
Left
TargetNew Amount

$110
$171
$-61
$190
Spending


or add a new one

Transactions columns - date (mm-YYYY), store, amount, edit?
Item #46 Name
PlannedNew Amount

Spent
Left
TargetNew Amount

$148
$284
$-136
$390
Spending


or add a new one

Transactions columns - date (mm-YYYY), store, amount, edit?
Item #47 Name
PlannedNew Amount

Spent
Left
TargetNew Amount

$20
$46
$-26
$260
Spending


or add a new one

Transactions columns - date (mm-YYYY), store, amount, edit?
Item #48 Name
PlannedNew Amount

Spent
Left
TargetNew Amount

$500
$289
$211
$240
Spending


or add a new one

Transactions columns - date (mm-YYYY), store, amount, edit?
Item #49 Name
PlannedNew Amount

Spent
Left
TargetNew Amount

$377
$47
$330
$240
Spending


or add a new one

Transactions columns - date (mm-YYYY), store, amount, edit?
Category Name
Item #50 Name
PlannedNew Amount

Spent
Left
TargetNew Amount

$300
$264
$36
$290
Spending


or add a new one

Transactions columns - date (mm-YYYY), store, amount, edit?
Item #51 Name
PlannedNew Amount

Spent
Left
TargetNew Amount

$8
$128
$-120
$100
Spending


or add a new one

Transactions columns - date (mm-YYYY), store, amount, edit?
Item #52 Name
PlannedNew Amount

Spent
Left
TargetNew Amount

$387
$97
$290
$330
Spending


or add a new one

Transactions columns - date (mm-YYYY), store, amount, edit?
Item #53 Name
PlannedNew Amount

Spent
Left
TargetNew Amount

$8
$148
$-140
$450
Spending


or add a new one

Transactions columns - date (mm-YYYY), store, amount, edit?
Item #54 Name
PlannedNew Amount

Spent
Left
TargetNew Amount

$64
$261
$-197
$350
Spending


or add a new one

Transactions columns - date (mm-YYYY), store, amount, edit?
Item #55 Name
PlannedNew Amount

Spent
Left
TargetNew Amount

$134
$27
$107
$310
Spending


or add a new one

Transactions columns - date (mm-YYYY), store, amount, edit?
Item #56 Name
PlannedNew Amount

Spent
Left
TargetNew Amount

$378
$135
$243
$160
Spending


or add a new one

Transactions columns - date (mm-YYYY), store, amount, edit?
Item #57 Name
PlannedNew Amount

Spent
Left
TargetNew Amount

$228
$268
$-40
$420
Spending


or add a new one

Transactions columns - date (mm-YYYY), store, amount, edit?
Item #58 Name
PlannedNew Amount

Spent
Left
TargetNew Amount

$492
$204
$288
$60
Spending


or add a new one

Transactions columns - date (mm-YYYY), store, amount, edit?
Item #59 Name
PlannedNew Amount

Spent
Left
TargetNew Amount

$204
$225
$-21
$340
Spending


or add a new one

Transactions columns - date (mm-YYYY), store, amount, edit?
Item #60 Name
PlannedNew Amount

Spent
Left
TargetNew Amount

$33
$159
$-126
$450
Spending


or add a new one

Transactions columns - date (mm-YYYY), store, amount, edit?
Item #61 Name
PlannedNew Amount

Spent
Left
TargetNew Amount

$208
$289
$-81
$70
Spending


or add a new one

Transactions columns - date (mm-YYYY), store, amount, edit?
Item #62 Name
PlannedNew Amount

Spent
Left
TargetNew Amount

$139
$100
$39
$280
Spending


or add a new one

Transactions columns - date (mm-YYYY), store, amount, edit?
Item #63 Name
PlannedNew Amount

Spent
Left
TargetNew Amount

$54
$225
$-171
$170
Spending


or add a new one

Transactions columns - date (mm-YYYY), store, amount, edit?
Item #64 Name
PlannedNew Amount

Spent
Left
TargetNew Amount

$46
$295
$-249
$300
Spending


or add a new one

Transactions columns - date (mm-YYYY), store, amount, edit?
Item #65 Name
PlannedNew Amount

Spent
Left
TargetNew Amount

$491
$54
$437
$500
Spending


or add a new one

Transactions columns - date (mm-YYYY), store, amount, edit?
Item #66 Name
PlannedNew Amount

Spent
Left
TargetNew Amount

$494
$292
$202
$190
Spending


or add a new one

Transactions columns - date (mm-YYYY), store, amount, edit?
Item #67 Name
PlannedNew Amount

Spent
Left
TargetNew Amount

$26
$271
$-245
$250
Spending


or add a new one

Transactions columns - date (mm-YYYY), store, amount, edit?
Item #68 Name
PlannedNew Amount

Spent
Left
TargetNew Amount

$157
$48
$109
$140
Spending


or add a new one

Transactions columns - date (mm-YYYY), store, amount, edit?
Item #69 Name
PlannedNew Amount

Spent
Left
TargetNew Amount

$57
$85
$-28
$190
Spending


or add a new one

Transactions columns - date (mm-YYYY), store, amount, edit?
Item #70 Name
PlannedNew Amount

Spent
Left
TargetNew Amount

$351
$21
$330
$320
Spending


or add a new one

Transactions columns - date (mm-YYYY), store, amount, edit?
Item #71 Name
PlannedNew Amount

Spent
Left
TargetNew Amount

$41
$162
$-121
$200
Spending


or add a new one

Transactions columns - date (mm-YYYY), store, amount, edit?
Item #72 Name
PlannedNew Amount

Spent
Left
TargetNew Amount

$306
$210
$96
$140
Spending


or add a new one

Transactions columns - date (mm-YYYY), store, amount, edit?
Item #73 Name
PlannedNew Amount

Spent
Left
TargetNew Amount

$470
$193
$277
$190
Spending


or add a new one

Transactions columns - date (mm-YYYY), store, amount, edit?
Item #74 Name
PlannedNew Amount

Spent
Left
TargetNew Amount

$419
$295
$124
$450
Spending


or add a new one

Transactions columns - date (mm-YYYY), store, amount, edit?
Item #75 Name
PlannedNew Amount

Spent
Left
TargetNew Amount

$333
$10
$323
$420
Spending


or add a new one

Transactions columns - date (mm-YYYY), store, amount, edit?
Item #76 Name
PlannedNew Amount

Spent
Left
TargetNew Amount

$201
$31
$170
$160
Spending


or add a new one

Transactions columns - date (mm-YYYY), store, amount, edit?
Item #77 Name
PlannedNew Amount

Spent
Left
TargetNew Amount

$327
$240
$87
$430
Spending


or add a new one

Transactions columns - date (mm-YYYY), store, amount, edit?
Item #78 Name
PlannedNew Amount

Spent
Left
TargetNew Amount

$412
$277
$135
$420
Spending


or add a new one

Transactions columns - date (mm-YYYY), store, amount, edit?
Item #79 Name
PlannedNew Amount

Spent
Left
TargetNew Amount

$166
$22
$144
$360
Spending


or add a new one

Transactions columns - date (mm-YYYY), store, amount, edit?
Item #80 Name
PlannedNew Amount

Spent
Left
TargetNew Amount

$339
$153
$186
$370
Spending


or add a new one

Transactions columns - date (mm-YYYY), store, amount, edit?
Item #81 Name
PlannedNew Amount

Spent
Left
TargetNew Amount

$467
$97
$370
$170
Spending


or add a new one

Transactions columns - date (mm-YYYY), store, amount, edit?
Item #82 Name
PlannedNew Amount

Spent
Left
TargetNew Amount

$355
$34
$321
$180
Spending


or add a new one

Transactions columns - date (mm-YYYY), store, amount, edit?
Item #83 Name
PlannedNew Amount

Spent
Left
TargetNew Amount

$17
$14
$3
$230
Spending


or add a new one

Transactions columns - date (mm-YYYY), store, amount, edit?
Item #84 Name
PlannedNew Amount

Spent
Left
TargetNew Amount

$273
$2
$271
$220
Spending


or add a new one

Transactions columns - date (mm-YYYY), store, amount, edit?
Item #85 Name
PlannedNew Amount

Spent
Left
TargetNew Amount

$468
$63
$405
$490
Spending


or add a new one

Transactions columns - date (mm-YYYY), store, amount, edit?
Item #86 Name
PlannedNew Amount

Spent
Left
TargetNew Amount

$143
$173
$-30
$400
Spending


or add a new one

Transactions columns - date (mm-YYYY), store, amount, edit?
Item #87 Name
PlannedNew Amount

Spent
Left
TargetNew Amount

$428
$291
$137
$220
Spending


or add a new one

Transactions columns - date (mm-YYYY), store, amount, edit?
Item #88 Name
PlannedNew Amount

Spent
Left
TargetNew Amount

$214
$87
$127
$460
Spending


or add a new one

Transactions columns - date (mm-YYYY), store, amount, edit?
Item #89 Name
PlannedNew Amount

Spent
Left
TargetNew Amount

$188
$134
$54
$410
Spending


or add a new one

Transactions columns - date (mm-YYYY), store, amount, edit?
Item #90 Name
PlannedNew Amount

Spent
Left
TargetNew Amount

$219
$175
$44
$370
Spending


or add a new one

Transactions columns - date (mm-YYYY), store, amount, edit?
Item #91 Name
PlannedNew Amount

Spent
Left
TargetNew Amount

$68
$83
$-15
$340
Spending


or add a new one

Transactions columns - date (mm-YYYY), store, amount, edit?
Item #92 Name
PlannedNew Amount

Spent
Left
TargetNew Amount

$166
$134
$32
$370
Spending


or add a new one

Transactions columns - date (mm-YYYY), store, amount, edit?
Item #93 Name
PlannedNew Amount

Spent
Left
TargetNew Amount

$347
$161
$186
$480
Spending


or add a new one

Transactions columns - date (mm-YYYY), store, amount, edit?
Item #94 Name
PlannedNew Amount

Spent
Left
TargetNew Amount

$222
$198
$24
$440
Spending


or add a new one

Transactions columns - date (mm-YYYY), store, amount, edit?
Item #95 Name
PlannedNew Amount

Spent
Left
TargetNew Amount

$208
$261
$-53
$360
Spending


or add a new one

Transactions columns - date (mm-YYYY), store, amount, edit?
Item #96 Name
PlannedNew Amount

Spent
Left
TargetNew Amount

$391
$266
$125
$380
Spending


or add a new one

Transactions columns - date (mm-YYYY), store, amount, edit?
Item #97 Name
PlannedNew Amount

Spent
Left
TargetNew Amount

$122
$194
$-72
$460
Spending


or add a new one

Transactions columns - date (mm-YYYY), store, amount, edit?
Item #98 Name
PlannedNew Amount

Spent
Left
TargetNew Amount

$182
$177
$5
$290
Spending


or add a new one

Transactions columns - date (mm-YYYY), store, amount, edit?
Item #99 Name
PlannedNew Amount

Spent
Left
TargetNew Amount

$198
$42
$156
$320
Spending


or add a new one

Transactions columns - date (mm-YYYY), store, amount, edit?
Item #100 Name
PlannedNew Amount

Spent
Left
TargetNew Amount

$387
$152
$235
$190
Spending


or add a new one

Transactions columns - date (mm-YYYY), store, amount, edit?