Plan expected income, assign it to categories, and compare the plan with recorded activity.
Selected month
Expected income compared with category assignments
Expected income
From 2 planned sources
Assigned
Across 4 planned categories
Left to assign
Every expected dollar has a category.
Observed Finance transactions for November 2026, not additional money to assign
Income received
Income variance
Uncategorized spending
Spending without a plan
Amount per occurrence and expected occurrences this month
$3,000.00 × 2
$480.00 × 1
Planned, recorded, and remaining by assigned category
$1,250.00 actual · -$150.00 remaining
Planned
Actual
$2,550.00 actual · +$250.00 remaining
Planned
Actual
Actual spending is included in the unassigned total when present.
$0.00 actual · +$2,000.00 remaining
Planned
Actual
$425.00 actual · +$155.00 remaining
Planned
Actual