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] statement - expenses - 2017-11-30* - ] LIST all expenses in period, ] by ???
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<h1 style="text-align: center;">statement - expenses - 2017-11-30</h1> <h2>[WHAT]</h2> <ol> <li>] by __ @ __ - this is a review/breakdown of all the expenses on this statement.</li> </ol> <h2>[WHY]</h2> <ol> <li>] the goal is to categorize each expense and then summarize the total spending by budget category</li> </ol> <h2>[WHERE]</h2> <ol> <li><strong>[x] <a href="/view/article?id=5740" target="_blank">2017-11-dd</a> - SUMMARY - V1</strong></li> <ol> <li>] bal = </li> <li>] due = 2017-11-10 </li> <li>] pd = </li> <li>] int = </li> <li>] prev = 1385</li> <li>] period = 2017-mm-dd - 2017-mm-dd </li> </ol> <li><strong>[] <a href="/view/article?id=5740" target="_blank">2017-11-dd</a> - SUMMARY - V2</strong></li> <ol> <li>] bal = </li> <li>] due = 2017-11-10 </li> <li>] pd = </li> <li>] int = </li> <li>] prev = </li> <li>] period = 2017-mm-20 - 2017-mm-dd</li> </ol> <li><strong>[] <a href="/view/article?id=5740" target="_blank">2017-11-dd</a> - SUMMARY - Cash</strong></li> <ol> <li>] bal = </li> <li>] due = 2017-11-10 </li> <li>] pd = </li> <li>] int = </li> <li>] prev = </li> <li>] period = 2017-mm-20 - 2017-09-19</li> </ol> <li><strong>] READ THE FULL ARTICLE</strong></li> <ol> <li>] FILE pc-mc-2017-09-19.pdf </li> </ol></ol> <h2>[WHEN]</h2> <ol> <li><strong>[] current + = new V3 </strong> </li> <ol> <li><span style="background-color: #ff00ff;">[x] (2017-11-13, ticketmaster.ca, 170, ent) // v2 </span></li> <li>[x] (2017-11-14, coop, 15.28, groc)</li> <li><span style="background-color: #888888;">[x] (2017-11-13, starbucks, 2.90, rest) cash</span></li> <li>[x] (2017-11-13, bcferries, 72.50, travel)</li> <li><strong>[x] (2017-11-13, shell, 50, trans) POSTED 50.00</strong></li> <li>[x] (2017-11-10, best western beer, 23.25, bar) // v3 TOTAL.mtd = $ 205 ++ // v2 $ 245 </li> <li>[x] (2017-11-10, t&t, 19.94, groc) (mush, noodles, oyster sauce, )</li> <li><span style="background-color: #c0c0c0;">[x] (2017-11-10, polonia, 43.25, gift shipping) cash</span></li> <li><span style="background-color: #ff00ff;">[x] (2017-11-10, sport check, 245.25, *travel*) // v2</span></li> <li>[x] (2017-11-10, bourbon st, 11.25, rest)</li> <li><strong>[x] (2017-11-10, rcss GB, 30.20*, gas) POSTED 50.10</strong></li> <li>[x] (2017-11-09, save-on, 34.37, groc)</li> <li>[x] (2017-11-09, bcferries, 2.95, rest)</li> <li>[x] (2017-11-09, bcferries, 72.50, travel)</li> <li>[x] (2017-11-09, macdonalds, 9.41, rest)</li> <li>[x] (2017-11-08, waddling dog, 20.32, rest)</li> <li>[x] (2017-11-03, sidney cold beer, 30.20, bar)</li> <li>==============================</li> <li>[] 90 </li> <li>[] 3000</li> <li>[x] (2017-11-14, [payment via rbc, 400.00, v3 pd) payment (bal 12.4)</li> <li>[x] (2017-11-01, [payment via rbc, 180.00, v3 pd) payment</li> <li>[x] (2017-11-01, [payment via rbc, 400.00, v3 pd) payment</li> <li>====== EXAMPLE - PREVIOUS ==========</li> <li>] (2017-10-31, save on, 23.05, groc) ( (approx. subtotal to date = 1225 +3000) PD 200</li> <li>] TD credit 3000</li> <li>] (2017-10-30, keating liquor, 10.13, bar)</li> <li><span style="background-color: #ff0000;">] (2017-10-29, shell, 50..00, trans)</span> </li> <li><span style="background-color: #c0c0c0;">] (2017-10-23, macdonalds, 4.00, rest) cash </span></li> </ol></ol> <h2>[EXAMPLE]</h2> <ol> <li><strong>] DIET.GROCERY(<strong>0.00</strong>) =</strong> /14</li> <ol> <li>] </li> </ol> <li><strong>] DIET.REST(<strong>0.00</strong>) = /23</strong></li> <ol> <li>] </li> </ol> <li><strong>] DIET.BAR (<strong>0.00</strong>) =</strong> </li> <ol> <li>] </li> </ol> <li><strong>] TRANS.FUEL (<strong>0.00</strong>) = </strong></li> <ol> <li>] </li> </ol> <li><strong>] TRANS.REPAIR(<strong>0.00</strong>) // MAINTENANCE = </strong></li> <ol> <li>] </li> </ol> <li><strong>] TRANS.FARES(<strong>0.00</strong>) = </strong></li> <ol> <li>] </li> </ol> <li><strong>] BUSINESS(<strong>0.00</strong>)</strong></li> <ol> <li>] </li> </ol> <li><strong>] TELEPHONE (<strong>0.00</strong>)</strong></li> <ol> <li>] </li> </ol> <li><strong>] ENTERTAINMENT/TELEVISION (<strong>0.00</strong>)</strong></li> <ol> <li>] </li> </ol> <li><strong>] OTHER (0.00)</strong></li> <ol> <li>] </li> </ol> <li><strong>] SUBTOTAL (<strong>0.00 </strong>// ) <strong>0.00</strong> = <strong>0.00</strong> ( <strong>0.00</strong>) </strong></li> <ol> <li>] </li> </ol></ol> <h2>[HOW-TO]</h2> <ol> <li>] </li> </ol> <h2>[REFERENCE]</h2> <ol> <li>] # 7391 - <a href="/view/task?id=7391" target="_blank">CREATE-list</a> - expense-statements-summary (2017)</li> <li>] # # - LIST-expenses - monthly</li> </ol> <h1 style="text-align: center;"> </h1>