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    • Email invitations and rescinded invitations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

$393
$240
$153
$320
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$393
$49
$344
$180
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$456
$214
$242
$340
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$410
$110
$300
$480
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$116
$68
$48
$270
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$228
$144
$84
$440
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$175
$157
$18
$430
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$130
$233
$-103
$400
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$472
$112
$360
$90
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$121
$192
$-71
$500
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$389
$1
$388
$270
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

$350
$129
$221
$490
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$234
$292
$-58
$60
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$192
$94
$98
$340
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$282
$36
$246
$300
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$417
$171
$246
$300
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$269
$300
$-31
$470
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$64
$195
$-131
$450
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$261
$198
$63
$190
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$56
$201
$-145
$420
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$146
$170
$-24
$190
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$42
$154
$-112
$430
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$99
$41
$58
$470
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$35
$294
$-259
$500
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$62
$102
$-40
$200
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$425
$182
$243
$380
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$393
$281
$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

$181
$40
$141
$480
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$211
$168
$43
$110
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$411
$26
$385
$480
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$67
$107
$-40
$60
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$212
$162
$50
$360
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$224
$164
$60
$420
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$223
$223
$0
$250
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$162
$182
$-20
$330
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$483
$169
$314
$360
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$359
$12
$347
$370
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$320
$129
$191
$380
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$352
$46
$306
$210
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$373
$101
$272
$250
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$499
$106
$393
$450
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$192
$155
$37
$170
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$21
$167
$-146
$340
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$428
$98
$330
$380
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$144
$252
$-108
$130
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$236
$78
$158
$110
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$156
$213
$-57
$80
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$89
$0
$89
$50
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$448
$137
$311
$350
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

$329
$36
$293
$470
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$60
$17
$43
$170
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$307
$146
$161
$180
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$487
$60
$427
$330
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$366
$100
$266
$300
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$475
$75
$400
$300
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$309
$241
$68
$390
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$91
$233
$-142
$380
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$326
$101
$225
$80
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$431
$56
$375
$200
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$345
$80
$265
$350
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$470
$9
$461
$280
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$320
$153
$167
$260
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$493
$2
$491
$220
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$417
$32
$385
$260
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$89
$85
$4
$190
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$350
$130
$220
$360
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$298
$29
$269
$380
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$161
$262
$-101
$410
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$22
$127
$-105
$70
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$346
$192
$154
$100
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$100
$207
$-107
$130
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$358
$44
$314
$270
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$21
$287
$-266
$120
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$339
$198
$141
$250
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$486
$100
$386
$410
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$218
$100
$118
$280
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$354
$74
$280
$390
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$396
$278
$118
$450
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$402
$18
$384
$120
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$92
$295
$-203
$170
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$286
$106
$180
$130
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$80
$153
$-73
$460
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$133
$293
$-160
$430
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$411
$42
$369
$350
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$402
$43
$359
$460
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$482
$5
$477
$60
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$81
$60
$21
$490
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$248
$183
$65
$380
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$364
$202
$162
$370
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$462
$91
$371
$500
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$187
$185
$2
$200
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$49
$253
$-204
$210
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$403
$284
$119
$130
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$346
$23
$323
$310
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$30
$225
$-195
$130
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$318
$202
$116
$90
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$96
$199
$-103
$270
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$167
$10
$157
$80
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$198
$266
$-68
$310
Spending


or add a new one

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

Spent
Left
TargetNew Amount

$298
$175
$123
$400
Spending


or add a new one

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