Spending vs envelope · trailing 12 months
Where it went
| Category | Budgeted | Activity | Available |
|---|
Click a Budgeted amount to set it. Activity is the month's posted spending; Available is what's left in the envelope.
Statement-backed spending by category. Transfers and card payments excluded; refunds reduce their category in the month they post.
| Charge | Amount | What was it? |
|---|
Charges no rule could place. Name the category (and who's saying so) and it's done. To teach Stark a merchant for good, add a row to the Rules table in Airtable.
Recent imports
| When | Card | Read | Kept | Dupes | Transfers | Unexplained | Coverage |
|---|
| Return / credit | Expected | Stage |
|---|
A return request is not a refund. Move each row along until the credit actually posts, then close it.
| Month | Spending | Unexplained | Imports | Status |
|---|
Reconcile when every card's statement is in and the unexplained list is empty. Locking freezes the month; later fixes are dated adjustments.