Personal Budget Capstone Project (with Splitwise!)

Explore

Charts

Automatically generated charts, based on transaction data, facilitate the analysis of trends, identification of outliers, and support budget planning.

Income

Your payroll deposits and other income received in 2023. Your largest paycheque is

$2,485

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Line Chart of Transactions, Income

Line Chart of Transactions, Income

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Your Essential expenses (

$23,010

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) make up

21%

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of your take-home pay.

Pie Chart of Transactions, Category Group

Pie Chart of Transactions, Category Group

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Your housing cost is

33%

⁠

of your take-home pay, net of taxes and deductions. The general rule of thumb is total housing expenses should not exceed 28% of gross monthly income.

Assuming average tax is 25%, your housing expense-to-income is ~

25%

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Donut Chart of Transactions, Category

Donut Chart of Transactions, Category

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Bar Chart of Transactions, Category by Month

Bar Chart of Transactions, Category by Month

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Trips

Review how you spend during your travels by adding a Trip Name and Sub-Trip Category to each transaction.

Trip Name:

All

⁠

Sub-trip Category

Date

Amount

Description

Note

No results from filter

⁠

Uncategorized Trip Transactions

Uncategorized Trip Transactions

Trip Name

Sub-trip Category

Date

Amount

Description

Note

Feb 7, 2023

$23,410

Brazil

No results from filter

⁠

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