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    • Email invitations and rescinded invitations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

$402
$241
$161
$430
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$228
$255
$-27
$110
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$392
$39
$353
$310
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$117
$62
$55
$300
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$306
$57
$249
$250
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$256
$172
$84
$150
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$85
$88
$-3
$110
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$336
$179
$157
$150
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$280
$90
$190
$160
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$384
$146
$238
$240
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$166
$300
$-134
$370
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

$298
$275
$23
$450
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$186
$124
$62
$260
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$62
$281
$-219
$270
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$371
$106
$265
$70
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$115
$241
$-126
$260
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$21
$119
$-98
$210
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$464
$30
$434
$390
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$493
$170
$323
$180
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$493
$71
$422
$140
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$365
$266
$99
$400
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$178
$16
$162
$300
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$465
$262
$203
$470
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$137
$144
$-7
$490
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$122
$137
$-15
$320
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$160
$178
$-18
$290
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$220
$260
$-40
$470
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$171
$45
$126
$500
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$260
$69
$191
$150
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$200
$223
$-23
$290
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$28
$172
$-144
$220
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$177
$83
$94
$120
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$495
$164
$331
$340
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$351
$194
$157
$240
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$47
$218
$-171
$80
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$27
$72
$-45
$330
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$281
$109
$172
$340
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$490
$268
$222
$130
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$42
$99
$-57
$310
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$441
$187
$254
$230
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$290
$143
$147
$420
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$89
$149
$-60
$160
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$189
$199
$-10
$260
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$42
$183
$-141
$110
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$322
$278
$44
$430
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$98
$97
$1
$110
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$391
$288
$103
$110
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$59
$52
$7
$210
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$175
$240
$-65
$360
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

$374
$187
$187
$280
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$245
$154
$91
$170
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$136
$34
$102
$360
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$174
$232
$-58
$70
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$159
$8
$151
$180
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$348
$280
$68
$420
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$223
$242
$-19
$450
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$129
$49
$80
$460
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$326
$247
$79
$150
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$240
$278
$-38
$150
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$164
$138
$26
$70
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$291
$243
$48
$260
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$384
$286
$98
$180
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$339
$112
$227
$90
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$482
$195
$287
$90
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$270
$248
$22
$110
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$85
$43
$42
$410
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$391
$5
$386
$460
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$45
$141
$-96
$100
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$328
$229
$99
$280
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$198
$134
$64
$270
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$173
$236
$-63
$150
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$53
$241
$-188
$250
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$374
$183
$191
$180
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$406
$44
$362
$90
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$227
$121
$106
$200
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$393
$167
$226
$400
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$421
$39
$382
$160
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$181
$83
$98
$340
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$283
$256
$27
$380
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$10
$65
$-55
$320
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$474
$131
$343
$280
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$457
$238
$219
$380
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$423
$169
$254
$420
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$307
$282
$25
$190
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$349
$293
$56
$400
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$62
$164
$-102
$210
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$286
$90
$196
$390
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$184
$183
$1
$490
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$437
$204
$233
$70
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$86
$87
$-1
$430
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$197
$209
$-12
$380
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$34
$297
$-263
$440
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$27
$162
$-135
$450
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$225
$25
$200
$70
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$223
$20
$203
$50
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$495
$162
$333
$480
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$490
$293
$197
$80
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$237
$215
$22
$180
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$329
$29
$300
$330
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$497
$30
$467
$290
Spending


or add a new one

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