{% extends "base.html" %} {% block title %}{{ s.label }}{% endblock %} {% block content %}
{% if prev_month %}‹{% else %}{% endif %}

{{ s.label }}

{% if next_month %}›{% else %}{% endif %}

{{ s.transaction_count }} transactions{% if s.first_date %}, {{ s.first_date|day }} to {{ s.last_date|day('%-d %b') }}{% endif %}. {% if s.is_partial %}Part month{% endif %}

{% if s.surplus >= 0 %}

You kept {{ s.surplus|money }} in {{ s.month|month('%B') }}.

{% if s.to_invest > 0 %}

In {{ s.next_label.split()[0] }}, put {% for a in s.allocations if a.share > 0 %} {{ a.amount|money }} into {{ a.name }}{% if not loop.last %}{% if loop.revindex == 2 %} and {% else %}, {% endif %}{% endif %} {%- endfor %}.

{% endif %} {% else %}

{{ s.month|month('%B') }} ran {{ (-s.surplus)|money }} over.

Nothing to invest in {{ s.next_label.split()[0] }}.

{% endif %} {% if following and s.to_invest > 0 %} {% set put_in = following.total_invested %}

{% if put_in >= s.to_invest - 1 %} Done: you put in {{ put_in|money }} in {{ following.month|month('%B') }}. {% elif following.is_partial %} {% if put_in > 0 %}So far in {{ following.month|month('%B') }} you've put in {{ put_in|money }}, {{ (s.to_invest - put_in)|money }} short of the plan. {% else %}Nothing has gone into investments in {{ following.month|month('%B') }} yet.{% endif %} {% elif put_in > 0 %} You put in {{ put_in|money }} in {{ following.month|month('%B') }}, {{ (s.to_invest - put_in)|money }} short of the plan. {% else %} Nothing went into investments in {{ following.month|month('%B') }}. {% endif %}

{% endif %}
{% if flags %}

Worth a look

Compared with your own last 12 months.

{% endif %}

Kept each month

Money in minus money out, before investing. Select a bar to open that month.

{{ month_bars(strip, aria_label="Amount kept each month") }}

How the month adds up

{% for key in ('regular', 'cash', 'adhoc') %}{% set b = s.buckets[key] %} {% endfor %} {% set inv = s.buckets['investment'] %}
InOutNet
{{ b.label }} {{ b.money_in|money }} {{ b.money_out|money }} {{ b.net|money }}
Kept {{ s.total_in|money }} {{ s.total_out|money }} {{ s.surplus|money }}
Investments {{ inv.money_in|money }} {{ inv.money_out|money }} {{ inv.net|money }}
Bank balance change {{ s.bank_net|money_signed }}
{% if s.opening_balance is not none %}

Balance {{ s.opening_balance|money }} at the start, {{ s.closing_balance|money }} at the end.

{% endif %}

Regulars

See transactions
{% if regulars %} {% else %}

No regular payments this month.

{% endif %}

Ad hoc spending {{ adhoc_total|money }}

After refunds and money paid back. "Normal" is based on your last 12 months; hover for the usual range.

{% if s.uncategorised_count %}

{{ s.uncategorised_count }} transaction{{ 's' if s.uncategorised_count != 1 }} this month {{ 'have' if s.uncategorised_count != 1 else 'has' }} no category yet. Categorise {{ 'them' if s.uncategorised_count != 1 else 'it' }}

{% endif %} {% if adhoc %} {% else %}

No ad hoc spending this month.

{% endif %}
{% if biggest %}

Biggest ad hoc spends

{% for t in biggest %} {% endfor %}
{{ t.date|day }} {{ t.description }}{% if t.note %}{{ t.note }}{% endif %} {{ t.category }} {{ (-t.amount)|money }}
{% endif %} {% endblock %}