{% extends "base.html" %} {% block title %}Expected Income & Expenses{% endblock %} {% block content %}

Expected Income & Expenses

{% if duplicates %}
⚠️

Heads Up — Possible Duplicate Subscriptions

{% for dup in duplicates %}
{% if dup.severity == 'high' %}🔴{% else %}🟡{% endif %}
{{ dup.detail }} ${{ "%.2f"|format(dup.total_monthly_cents / 100) }}/mo combined {{ dup.severity|upper }}
{% for item in dup.items %}{{ item[0] }} (${{ "%.2f"|format(item[1] / 100) }}/mo, {{ item[2] }}){% if not loop.last %} • {% endif %}{% endfor %}
{% endfor %}
{% endif %} {% if not_yet_posted %}
🕐

Not Yet Posted ({{ not_yet_posted|length }})

Expected recurring charges that haven't appeared yet
{% for item in not_yet_posted %} {% endfor %}
Merchant Cadence Typical Amount Last Seen Expected By
{{ item.merchant }} {{ item.cadence }} ${{ "%.2f"|format(item.median_amount / 100) }} {{ item.last_seen }} Pending {{ item.expected_date }}
{% endif %}
Monthly Income
${{ "%.2f"|format(income_monthly_total / 100) }}/mo
Monthly Expenses
${{ "%.2f"|format(expense_monthly_total / 100) }}/mo
Net
{% if net_monthly >= 0 %}+{% endif %}${{ "%.2f"|format(net_monthly / 100) }}/mo

Income Sources {% if income_suggestion_count > 0 %} {{ income_suggestion_count }} detected {% endif %}

{% if income_confirmed %}
{% for c in income_confirmed %} {% endfor %}
Name Frequency Amount Monthly eq.
{{ c.name }} {{ c.cadence }} {% if c.expected_cents %}${{ "%.2f"|format(c.expected_cents / 100) }}{% else %}—{% endif %} {% if c.monthly_equivalent_cents %}${{ "%.0f"|format(c.monthly_equivalent_cents / 100) }}{% else %}—{% endif %}
{% endif %} {% if income_suggestions %}
We detected these from your transaction history. Click Confirm to add, ✕ to dismiss.
{% for s in income_suggestions %} {% endfor %}
Name Frequency Amount
{{ s.name }} {{ s.cadence }} {% if s.expected_cents %}${{ "%.2f"|format(s.expected_cents / 100) }}{% else %}—{% endif %}
{% endif %} {% if income_dismissed %}
{% endif %} {% if not income_confirmed and not income_suggestions %}

No income sources yet. Click "+ Add income" to enter a paycheck or other recurring deposit.

{% endif %}

Recurring Expenses {% if expense_suggestion_count > 0 %} {{ expense_suggestion_count }} detected {% endif %}

{% if expense_confirmed %}
{% for c in expense_confirmed %} {% endfor %}
Name Frequency Amount Monthly eq.
{{ c.name }} {{ c.cadence }} {% if c.expected_cents %}${{ "%.2f"|format(c.expected_cents / 100) }}{% else %}—{% endif %} {% if c.monthly_equivalent_cents %}${{ "%.0f"|format(c.monthly_equivalent_cents / 100) }}{% else %}—{% endif %}
{% endif %} {% if expense_suggestions %}
We detected these from your transaction history. Click Confirm to add, ✕ to dismiss.
{% for s in expense_suggestions %} {% endfor %}
Name Frequency Amount
{{ s.name }} {{ s.cadence }} {% if s.expected_cents %}${{ "%.2f"|format(s.expected_cents / 100) }}{% else %}—{% endif %}
{% endif %} {% if expense_dismissed %}
{% endif %} {% if not expense_confirmed and not expense_suggestions %}

No recurring expenses yet. Click "+ Add expense" to enter a bill or subscription.

{% endif %}
{% endblock %}