Simple Personal Financial Tracker

Records: This table serves as your daily input for all transactions. You will include your expenses, income, and any funds transferred to savings or investments. The input is straightforward, consisting of a heading, category (such as Income, Expense, Savings, or Investment), and the transaction amount.

Breakdowns: This table expands on the Records, providing a detailed breakdown of each category and its totals on a yearly or monthly basis.

Statistics: This section displays totals for Income, Expenses, Savings, Investments, and Remaining Balance, calculated as Income - Expenses - Savings - Investments, either overall or on a monthly basis.

Note: When withdrawing from Savings or Investments, please select the appropriate category (Savings or Investment) based on the account used, and input the amount as a negative value.