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    • Email invitations and rescinded invitations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

$232
$37
$195
$130
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$332
$163
$169
$300
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$26
$238
$-212
$430
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$113
$296
$-183
$50
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$185
$187
$-2
$480
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$416
$61
$355
$110
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$94
$150
$-56
$150
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$347
$90
$257
$220
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$343
$75
$268
$60
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$264
$241
$23
$210
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$164
$233
$-69
$360
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

$268
$85
$183
$100
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$376
$99
$277
$400
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$257
$219
$38
$180
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$444
$231
$213
$320
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$49
$235
$-186
$170
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$291
$263
$28
$300
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$103
$121
$-18
$260
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$233
$268
$-35
$310
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$19
$180
$-161
$100
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$115
$73
$42
$120
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$42
$211
$-169
$290
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$69
$9
$60
$380
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$422
$125
$297
$480
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$130
$47
$83
$290
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$353
$200
$153
$210
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$442
$29
$413
$490
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$309
$21
$288
$120
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$21
$159
$-138
$100
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$283
$278
$5
$440
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$403
$107
$296
$60
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$271
$5
$266
$70
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$474
$294
$180
$250
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$144
$209
$-65
$210
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$406
$58
$348
$140
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$30
$143
$-113
$380
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$467
$260
$207
$380
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$253
$76
$177
$500
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$137
$9
$128
$100
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$197
$80
$117
$330
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$104
$192
$-88
$450
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$292
$204
$88
$220
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$397
$182
$215
$370
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$229
$146
$83
$90
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$283
$293
$-10
$320
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$373
$10
$363
$290
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$3
$151
$-148
$180
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$357
$94
$263
$480
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$93
$234
$-141
$150
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

$395
$138
$257
$210
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$386
$148
$238
$340
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$63
$233
$-170
$320
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$163
$282
$-119
$90
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$40
$171
$-131
$380
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$164
$270
$-106
$210
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$168
$227
$-59
$50
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$232
$265
$-33
$50
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$436
$153
$283
$480
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$401
$258
$143
$470
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$463
$298
$165
$320
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$162
$275
$-113
$490
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$10
$265
$-255
$50
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$10
$60
$-50
$450
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$459
$147
$312
$410
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$358
$169
$189
$440
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$483
$281
$202
$380
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$86
$168
$-82
$390
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$59
$274
$-215
$490
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$290
$243
$47
$300
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$87
$231
$-144
$450
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$439
$102
$337
$310
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$343
$108
$235
$180
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$187
$36
$151
$500
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$240
$267
$-27
$260
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$187
$102
$85
$460
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$71
$8
$63
$420
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$174
$97
$77
$50
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$196
$26
$170
$80
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$467
$177
$290
$360
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$321
$202
$119
$350
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$74
$122
$-48
$320
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$369
$201
$168
$500
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$239
$22
$217
$90
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$485
$117
$368
$110
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$76
$55
$21
$110
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$315
$12
$303
$110
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$462
$46
$416
$460
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$462
$23
$439
$230
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$153
$168
$-15
$130
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$423
$34
$389
$400
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$196
$147
$49
$290
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$281
$74
$207
$160
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$96
$236
$-140
$440
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$258
$13
$245
$350
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$22
$117
$-95
$350
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$424
$263
$161
$130
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$9
$300
$-291
$250
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$259
$280
$-21
$420
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$417
$139
$278
$190
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$301
$11
$290
$390
Spending


or add a new one

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