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    • Email invitations and rescinded invitations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

$71
$147
$-76
$270
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$268
$280
$-12
$440
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$259
$228
$31
$370
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$75
$117
$-42
$200
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$376
$238
$138
$190
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$235
$32
$203
$440
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$401
$263
$138
$350
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$299
$193
$106
$200
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$49
$17
$32
$190
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$487
$187
$300
$340
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$214
$272
$-58
$400
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

$485
$1
$484
$290
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$282
$63
$219
$190
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$102
$162
$-60
$460
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$243
$204
$39
$130
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$383
$98
$285
$150
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$28
$75
$-47
$280
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$28
$90
$-62
$480
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$201
$14
$187
$240
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$309
$74
$235
$170
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$217
$123
$94
$320
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$32
$15
$17
$80
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$449
$188
$261
$60
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$108
$260
$-152
$220
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$301
$177
$124
$270
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$302
$138
$164
$110
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$473
$70
$403
$250
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$95
$99
$-4
$210
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$62
$277
$-215
$460
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$238
$15
$223
$350
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$332
$22
$310
$90
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$324
$16
$308
$100
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$184
$1
$183
$170
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$284
$7
$277
$370
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$481
$210
$271
$210
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$290
$239
$51
$210
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$87
$77
$10
$420
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$151
$94
$57
$130
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$413
$3
$410
$410
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$244
$35
$209
$130
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$206
$76
$130
$350
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$172
$214
$-42
$110
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$6
$46
$-40
$120
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$200
$209
$-9
$80
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$377
$201
$176
$180
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$300
$265
$35
$120
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$500
$282
$218
$480
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$316
$275
$41
$210
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$330
$121
$209
$170
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

$107
$96
$11
$180
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$352
$286
$66
$250
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$108
$258
$-150
$290
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$62
$91
$-29
$500
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$276
$101
$175
$290
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$77
$54
$23
$320
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$404
$146
$258
$440
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$116
$193
$-77
$390
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$188
$183
$5
$270
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$489
$7
$482
$470
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$198
$106
$92
$180
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$371
$46
$325
$190
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$242
$137
$105
$90
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$99
$29
$70
$420
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$129
$123
$6
$210
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$3
$160
$-157
$80
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$75
$144
$-69
$360
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$84
$179
$-95
$140
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$115
$137
$-22
$230
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$205
$90
$115
$260
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$71
$159
$-88
$440
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$376
$174
$202
$110
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$465
$111
$354
$470
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$362
$146
$216
$110
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$89
$159
$-70
$120
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$463
$253
$210
$70
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$418
$178
$240
$260
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$296
$299
$-3
$460
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$69
$213
$-144
$150
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$267
$246
$21
$470
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$469
$299
$170
$60
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$500
$113
$387
$410
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$134
$211
$-77
$250
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$158
$30
$128
$370
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$405
$249
$156
$240
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$432
$112
$320
$130
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$258
$246
$12
$240
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$451
$182
$269
$480
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$205
$198
$7
$470
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$354
$201
$153
$220
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$399
$160
$239
$90
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$406
$12
$394
$500
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$365
$264
$101
$260
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$476
$64
$412
$490
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$27
$67
$-40
$240
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$134
$78
$56
$190
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$79
$45
$34
$460
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$131
$125
$6
$170
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$319
$29
$290
$190
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$404
$9
$395
$290
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$297
$227
$70
$310
Spending


or add a new one

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