Skip to content
Gallery
Personal Budget Capstone Project (with Splitwise!)
Share
Explore

icon picker
Transactions

This is the page where you can delve into each category and transaction, enhancing differentiation by incorporating tags and notes for more detailed analysis.

Categories

A blurb about categories here
Instructions on
Category Table
1
Category Group
Category Name
Income
Salary
Essential
Housing
Transport
Households
Groceries
Discretionary
Eating Out
Fun
Wellness
Education
Misc
Clothing
Trips
Other
Payments
Transfers




Tags

Tags transcend categories so you can use them to pull out transactions relating to a specific trip, a meal, how you spent your bonus, or transactions you want to keep an eye on. Here are just some sample tags to start.

Tags Table
1
2
3
4
5
Tag Name
To be reimbursed by insurance
Reimbursed by insurance
Shared, not yet reimbursed
Shared, reimbursed
Shared, incurred
There are no rows in this table



All Transactions

Filter all transaction table by date:
Jan 1, 1 - Dec 31, 3999
January 2023
February 2023
March 2023
April 2023
May 2023
June 2023
July 2023
August 2023
September 2023
October 2023
November 2023
December 2023
All Transactions Table
13
Category
Date
Shared Expense?
Amount
Description
Note
Details
Account
Reimbursement Transaction
Salary
Dec 29, 2023
$21,230
PAYROLL DEPOSIT
Wells Fargo Chequing
Dec 15, 2023
$21,870
PAYROLL DEPOSIT
Wells Fargo Chequing
Dec 1, 2023
$23,650
PAYROLL DEPOSIT
Wells Fargo Chequing
Nov 17, 2023
$21,060
PAYROLL DEPOSIT
Wells Fargo Chequing
Nov 3, 2023
$24,610
PAYROLL DEPOSIT
Wells Fargo Chequing
Oct 20, 2023
$21,890
PAYROLL DEPOSIT
Wells Fargo Chequing
Oct 6, 2023
$21,780
PAYROLL DEPOSIT
Wells Fargo Chequing
Sep 22, 2023
$21,860
PAYROLL DEPOSIT
Wells Fargo Chequing
Sep 8, 2023
$22,790
PAYROLL DEPOSIT
Wells Fargo Chequing
Aug 25, 2023
$23,160
PAYROLL DEPOSIT
Wells Fargo Chequing
Aug 11, 2023
$21,670
PAYROLL DEPOSIT
Wells Fargo Chequing
Jul 28, 2023
$23,550
PAYROLL DEPOSIT
Wells Fargo Chequing
Jul 14, 2023
$23,250
PAYROLL DEPOSIT
Wells Fargo Chequing
Jun 30, 2023
$21,640
PAYROLL DEPOSIT
Wells Fargo Chequing
Jun 16, 2023
$21,150
PAYROLL DEPOSIT
Wells Fargo Chequing
Jun 2, 2023
$20,370
PAYROLL DEPOSIT
Wells Fargo Chequing
May 19, 2023
$21,440
PAYROLL DEPOSIT
Wells Fargo Chequing
May 5, 2023
$22,990
PAYROLL DEPOSIT
Wells Fargo Chequing
Apr 21, 2023
$23,450
PAYROLL DEPOSIT
Wells Fargo Chequing
Apr 7, 2023
$20,370
PAYROLL DEPOSIT
Wells Fargo Chequing
Mar 24, 2023
$20,220
PAYROLL DEPOSIT
Wells Fargo Chequing
Mar 10, 2023
$24,310
PAYROLL DEPOSIT
Wells Fargo Chequing
Feb 24, 2023
$24,850
PAYROLL DEPOSIT
Wells Fargo Chequing
Feb 10, 2023
$21,660
PAYROLL DEPOSIT
Wells Fargo Chequing
Jan 27, 2023
$20,010
PAYROLL DEPOSIT
Wells Fargo Chequing
Jan 13, 2023
$20,710
PAYROLL DEPOSIT
Wells Fargo Chequing
Housing
Dec 1, 2023
1600-800
POST-DATED CHEQUE
Wells Fargo Chequing
Nov 1, 2023
1600-800
POST-DATED CHEQUE
Wells Fargo Chequing
Oct 1, 2023
1600-800
POST-DATED CHEQUE
Wells Fargo Chequing
Sep 1, 2023
$16,000
POST-DATED CHEQUE
Wells Fargo Chequing
Aug 1, 2023
1600-800
POST-DATED CHEQUE
Wells Fargo Chequing
Jul 1, 2023
1600-800
POST-DATED CHEQUE
Wells Fargo Chequing
Jun 1, 2023
$16,000
POST-DATED CHEQUE
Wells Fargo Chequing
May 1, 2023
$16,000
POST-DATED CHEQUE
Wells Fargo Chequing
Apr 1, 2023
$16,000
POST-DATED CHEQUE
Wells Fargo Chequing
Mar 1, 2023
$16,000
POST-DATED CHEQUE
Wells Fargo Chequing
Feb 1, 2023
$16,000
POST-DATED CHEQUE
Wells Fargo Chequing
Jan 1, 2023
$16,000
POST-DATED CHEQUE
Wells Fargo Chequing
Transport
Nov 27, 2023
$410
Lyft
TD Credit Card
Nov 3, 2023
$420
Uber
TD Credit Card
Oct 10, 2023
$60
Gas
TD Credit Card
Sep 16, 2023
$110
Gas
TD Credit Card
Aug 23, 2023
$110
Bike repair
TD Credit Card
Jul 30, 2023
$360
Gas
TD Credit Card
Jul 6, 2023
$400
Gas
TD Credit Card
Jun 12, 2023
$180
Gas
TD Credit Card
May 19, 2023
$280
Bike share membership
TD Credit Card
Apr 25, 2023
$220
Gas
TD Credit Card
Apr 1, 2023
$350
Gas
TD Credit Card
Mar 8, 2023
$190
Gas
TD Credit Card
Households
Dec 12, 2023
$700
IKEA
TD Credit Card
Nov 17, 2023
$7
Interac to Ross
for toothpaste
Splitwise
Nov 14, 2023
$480
IKEA
TD Credit Card
Oct 17, 2023
$630
IKEA
TD Credit Card
Sep 19, 2023
$890
Wayfair
TD Credit Card
Aug 22, 2023
$130
Amazon
TD Credit Card
Jul 25, 2023
$210
Walmart
TD Credit Card
Jun 27, 2023
$800
Wayfair
TD Credit Card
May 30, 2023
$190
Amazon
TD Credit Card
May 2, 2023
$520
Walmart
TD Credit Card
Apr 4, 2023
$280
Wayfair
TD Credit Card
Mar 7, 2023
$90
Amazon
TD Credit Card
Feb 7, 2023
$630
Walmart
TD Credit Card
Jan 10, 2023
$640
IKEA
TD Credit Card
Groceries
Dec 30, 2023
$610
Walmart
TD Credit Card
Dec 22, 2023
$700
Fresh Basics
TD Credit Card
Dec 14, 2023
$610
No Frills
TD Credit Card
Dec 6, 2023
$660
Superstore
TD Credit Card
Nov 28, 2023
$710
Superstore
TD Credit Card
Nov 20, 2023
$690
Superstore
TD Credit Card
Nov 19, 2023
$34
INTERAC to Marceline
Splitwise
Nov 12, 2023
$590
Superstore
TD Credit Card
Nov 4, 2023
$690
Superstore
TD Credit Card
Oct 27, 2023
$590
Whole Fods
TD Credit Card
Oct 19, 2023
$710
Superstore
TD Credit Card
Oct 11, 2023
$540
Superstore
TD Credit Card
Oct 3, 2023
$500
Superstore
TD Credit Card
Sep 25, 2023
$640
Target
TD Credit Card
Sep 17, 2023
$700
Superstore
TD Credit Card
Sep 9, 2023
$690
Whole Fods
TD Credit Card
Sep 1, 2023
$540
Superstore
TD Credit Card
Aug 24, 2023
$750
Superstore
TD Credit Card
Aug 16, 2023
$550
Whole Fods
TD Credit Card
Aug 8, 2023
$630
Target
TD Credit Card
Jul 31, 2023
$580
Superstore
TD Credit Card
Jul 23, 2023
$630
Superstore
TD Credit Card
Jul 15, 2023
$500
Superstore
TD Credit Card
Jul 7, 2023
$500
Superstore
TD Credit Card
Jun 29, 2023
$520
Target
TD Credit Card
Jun 21, 2023
$500
Superstore
TD Credit Card
Jun 13, 2023
$590
Superstore
TD Credit Card
Jun 5, 2023
$610
Whole Fods
TD Credit Card
May 28, 2023
$690
Superstore
TD Credit Card
May 20, 2023
$710
Whole Fods
TD Credit Card
May 12, 2023
$630
Superstore
TD Credit Card
May 4, 2023
$530
Target
TD Credit Card
Apr 26, 2023
$630
Superstore
TD Credit Card
Apr 18, 2023
$600
Superstore
TD Credit Card
Apr 10, 2023
$500
Target
TD Credit Card
Apr 2, 2023
$520
Superstore
TD Credit Card
Mar 25, 2023
$710
Superstore
TD Credit Card
Mar 17, 2023
$720
Superstore
TD Credit Card
Mar 9, 2023
$730
Trader Joe's
TD Credit Card
Mar 1, 2023
$590
Target
TD Credit Card
Feb 21, 2023
$560
Cloud 9
TD Credit Card
Feb 13, 2023
$580
Superstore
TD Credit Card
Feb 5, 2023
$650
Superstore
TD Credit Card
Jan 28, 2023
$730
Trader Joe's
TD Credit Card
Jan 20, 2023
$640
Target
TD Credit Card
Jan 12, 2023
$590
Cloud 9
TD Credit Card
Jan 4, 2023
$570
Superstore
TD Credit Card
Eating Out
Dec 25, 2023
$310
Brewery
TD Credit Card
Dec 24, 2023
42-24.5
Costco food court
TD Credit Card
Dec 12, 2023
$270
Barbecue restaurant
TD Credit Card
Dec 11, 2023
$490
Bakery
TD Credit Card
Nov 29, 2023
$230
Sushi
TD Credit Card
Nov 22, 2023
$7
INTERAC to Finn
Splitwise
Nov 16, 2023
$420
Shawarma place
TD Credit Card
Nov 3, 2023
$320
bb.q chicken
TD Credit Card
Oct 21, 2023
$470
Jack-in-the-box
TD Credit Card
Oct 8, 2023
$420
Harvey's
TD Credit Card
Sep 25, 2023
$540
A&W's
TD Credit Card
Sep 12, 2023
$510
McDonald's
TD Credit Card
Aug 30, 2023
$190
Boozy desserts
TD Credit Card
Aug 17, 2023
$510
Dessert place
TD Credit Card
Aug 4, 2023
$180
Hot pot
TD Credit Card
Jul 22, 2023
$400
Fancy bar
TD Credit Card
Jul 17, 2023
$26
GONG CHA
Splitwise
Jul 9, 2023
$550
Speakeasy
TD Credit Card
Jun 26, 2023
$240
Mediterranean restaurant
TD Credit Card
Jun 13, 2023
$450
Fancy restaurant
TD Credit Card
May 31, 2023
$520
Mexican restaurant
TD Credit Card
May 18, 2023
$390
White castle
TD Credit Card
May 5, 2023
$240
Shake shack
TD Credit Card
Apr 22, 2023
$520
Taco bell
TD Credit Card
Apr 9, 2023
$350
Thai Restaurant
TD Credit Card
Mar 27, 2023
$530
Aroma Espresso
TD Credit Card
Mar 14, 2023
$350
Bar café
TD Credit Card
Mar 1, 2023
$270
The Keg
TD Credit Card
Feb 16, 2023
$510
McDonald's
TD Credit Card
Feb 3, 2023
$210
Tim Horton's
TD Credit Card
Jan 21, 2023
$410
Appleby's
TD Credit Card
Fun
Dec 23, 2023
$670
Dance classes
TD Credit Card
Nov 21, 2023
$900
Theatre
TD Credit Card
Oct 20, 2023
$830
Movies
TD Credit Card
Sep 18, 2023
$820
Steam game
TD Credit Card
Aug 17, 2023
$760
Puppet show
TD Credit Card
Jul 16, 2023
$720
Baseball game
TD Credit Card
Jun 14, 2023
$830
Concert
TD Credit Card
May 21, 2023
$780
Bar crawl
TD Credit Card
May 13, 2023
$610
Pickle ball
TD Credit Card
Apr 19, 2023
$660
Paint night
TD Credit Card
Apr 11, 2023
$700
Opera
TD Credit Card
Mar 18, 2023
$830
Cocktail workshop
TD Credit Card
Mar 10, 2023
$770
Concert
TD Credit Card
Feb 6, 2023
$720
Movies
TD Credit Card
Jan 5, 2023
$170
Musical
TD Credit Card
Wellness
Dec 20, 2023
$750
Hair salon
TD Credit Card
Nov 15, 2023
$120
MANULIFE
reimbursement through wellness account
Wells Fargo Chequing
Nov 11, 2023
$(38)
Pedicure
TD Credit Card
Nov 15, 2023 → $12 @ MANULIFE (reimbursement through wellness account)
Aug 9, 2023
$950
Dentist
TD Credit Card
Jun 12, 2023
$1,800
Physiotherapist
TD Credit Card
Feb 14, 2023
$2,050
Massage
TD Credit Card
Trips
Nov 23, 2023
$7,380
CALM AIR
price after points
TD Credit Card
Nov 23, 2023
$440
COCKTAIL BAR
TD Credit Card
Nov 23, 2023
$2,240
AIRBNB
TD Credit Card
Nov 23, 2023
$610
UBER
TD Credit Card
Nov 23, 2023
$1,230
CHIPOTLE
TD Credit Card
Nov 23, 2023
$5,760
TUNDRA BUGGIES
to see polar bears
TD Credit Card
Sep 1, 2023
$540
ESSO GAS STATION
TD Credit Card
Sep 1, 2023
$23
LCBO
TD Credit Card
Sep 1, 2023
$20
SOBEYS
TD Credit Card
Sep 1, 2023
$158
AIRBNB
TD Credit Card
Jul 24, 2023
$500
AIRALO
TD Credit Card
Jul 22, 2023
$860
MONKEY BAR
TD Credit Card
Jul 21, 2023
$1,030
FX FEES
TD Credit Card
Jul 18, 2023
$510
OLDE PUB
TD Credit Card
Jul 13, 2023
$1,680
FERRYHOPPER
TD Credit Card
Jul 10, 2023
$750
ENTERPRISE
TD Credit Card
Jul 9, 2023
$21,460
AIR CANADA
TD Credit Card
Jul 7, 2023
$10,540
ROBIN SCHULZ
TD Credit Card
Jul 5, 2023
$9,270
THE WALRUS
TD Credit Card
Jul 3, 2023
$310
LC WAIKIKI
TD Credit Card
Jul 2, 2023
$5,570
BUTTERFLY BALLOONS
TD Credit Card
Jul 2, 2023
$1,920
UBER
TD Credit Card
Feb 7, 2023
$23,410
Brazil
TD Credit Card
Payments
Dec 24, 2023
$9,080
CREDIT CARD PAYMENT
Wells Fargo Chequing
Nov 24, 2023
$10,700
CREDIT CARD PAYMENT
Wells Fargo Chequing
Oct 25, 2023
$9,140
CREDIT CARD PAYMENT
Wells Fargo Chequing
Sep 25, 2023
$8,990
CREDIT CARD PAYMENT
Wells Fargo Chequing
Aug 26, 2023
$7,980
CREDIT CARD PAYMENT
Wells Fargo Chequing
Jul 27, 2023
$9,890
CREDIT CARD PAYMENT
Wells Fargo Chequing
Jun 27, 2023
$11,290
CREDIT CARD PAYMENT
Wells Fargo Chequing
May 28, 2023
$8,280
CREDIT CARD PAYMENT
Wells Fargo Chequing
Apr 28, 2023
$10,300
CREDIT CARD PAYMENT
Wells Fargo Chequing
Mar 29, 2023
$11,830
CREDIT CARD PAYMENT
Wells Fargo Chequing
Feb 27, 2023
$11,030
CREDIT CARD PAYMENT
Wells Fargo Chequing
Jan 28, 2023
$9,270
CREDIT CARD PAYMENT
Wells Fargo Chequing
Transfers
Jul 4, 2023
$40,000
TAX REFUND
Wells Fargo Chequing
View of All Transactions Table, Month by Category
13
Month
Category
No results from filter
0
View of All Transactions Table, Category by Month
13
Category Group
Category
Month
No results from filter
0
Category Table, Detail View
1
Search
Salary
Housing
Transport
Households
Groceries
Eating Out
Fun
Wellness
Education
Misc
Clothing
Trips
Payments
Transfers
Category Group
Income
Category Name
Salary
All Transactions Table
Search
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
Details
Concatenated
Dec 29, 2023 → $2,123 @ PAYROLL DEPOSIT
Dec 15, 2023 → $2,187 @ PAYROLL DEPOSIT
Dec 1, 2023 → $2,365 @ PAYROLL DEPOSIT
Nov 17, 2023 → $2,106 @ PAYROLL DEPOSIT
Nov 3, 2023 → $2,461 @ PAYROLL DEPOSIT
Oct 20, 2023 → $2,189 @ PAYROLL DEPOSIT
Oct 6, 2023 → $2,178 @ PAYROLL DEPOSIT
Sep 22, 2023 → $2,186 @ PAYROLL DEPOSIT
Sep 8, 2023 → $2,279 @ PAYROLL DEPOSIT
Aug 25, 2023 → $2,316 @ PAYROLL DEPOSIT
Aug 11, 2023 → $2,167 @ PAYROLL DEPOSIT
Jul 28, 2023 → $2,355 @ PAYROLL DEPOSIT
Jul 14, 2023 → $2,325 @ PAYROLL DEPOSIT
Jun 30, 2023 → $2,164 @ PAYROLL DEPOSIT
Jun 16, 2023 → $2,115 @ PAYROLL DEPOSIT
Jun 2, 2023 → $2,037 @ PAYROLL DEPOSIT
May 19, 2023 → $2,144 @ PAYROLL DEPOSIT
May 5, 2023 → $2,299 @ PAYROLL DEPOSIT
Apr 21, 2023 → $2,345 @ PAYROLL DEPOSIT
Apr 7, 2023 → $2,037 @ PAYROLL DEPOSIT
Mar 24, 2023 → $2,022 @ PAYROLL DEPOSIT
Mar 10, 2023 → $2,431 @ PAYROLL DEPOSIT
Feb 24, 2023 → $2,485 @ PAYROLL DEPOSIT
Feb 10, 2023 → $2,166 @ PAYROLL DEPOSIT
Jan 27, 2023 → $2,001 @ PAYROLL DEPOSIT
Jan 13, 2023 → $2,071 @ PAYROLL DEPOSIT
There are no rows in this table
Want to print your doc?
This is not the way.
Try clicking the ⋯ next to your doc name or using a keyboard shortcut (
CtrlP
) instead.