article

statement - expenses - 2017-11-30

[WHAT]

  1. ] by __ @ __ - this is a review/breakdown of all the expenses on this statement.

[WHY]

  1. ] the goal is to categorize each expense and then summarize the total spending by budget category

[WHERE]

  1. [x] 2017-11-dd - SUMMARY - V1
    1. ] bal = 
    2. ] due = 2017-11-10  
    3. ] pd =   
    4. ] int = 
    5. ] prev = 1385
    6. ] period = 2017-mm-dd - 2017-mm-dd 
  2. [] 2017-11-dd - SUMMARY - V2
    1. ] bal = 
    2. ] due = 2017-11-10  
    3. ] pd =   
    4. ] int = 
    5. ] prev = 
    6. ] period = 2017-mm-20 - 2017-mm-dd
  3. [] 2017-11-dd - SUMMARY - Cash
    1. ] bal = 
    2. ] due = 2017-11-10  
    3. ] pd =   
    4. ] int = 
    5. ] prev = 
    6. ] period = 2017-mm-20 - 2017-09-19
  4. ] READ THE FULL ARTICLE
    1. ] FILE pc-mc-2017-09-19.pdf 

[WHEN]

  1. [] current + = new V3  
    1. [x] (2017-11-13, ticketmaster.ca, 170, ent) // v2 
    2. [x] (2017-11-14, coop, 15.28, groc)
    3. [x] (2017-11-13, starbucks,  2.90, rest) cash
    4. [x] (2017-11-13, bcferries, 72.50, travel)
    5. [x] (2017-11-13, shell, 50, trans) POSTED 50.00
    6. [x] (2017-11-10, best western beer, 23.25, bar) // v3 TOTAL.mtd = $ 205 ++ // v2 $ 245 
    7. [x] (2017-11-10, t&t, 19.94, groc) (mush, noodles, oyster sauce, )
    8. [x] (2017-11-10, polonia, 43.25, gift shipping) cash
    9. [x] (2017-11-10, sport check, 245.25, *travel*) // v2
    10. [x] (2017-11-10, bourbon st, 11.25, rest)
    11. [x] (2017-11-10, rcss GB, 30.20*, gas) POSTED 50.10
    12. [x] (2017-11-09, save-on, 34.37, groc)
    13. [x] (2017-11-09, bcferries, 2.95, rest)
    14. [x] (2017-11-09, bcferries, 72.50, travel)
    15. [x] (2017-11-09, macdonalds, 9.41, rest)
    16. [x] (2017-11-08, waddling dog, 20.32, rest)
    17. [x] (2017-11-03, sidney cold beer, 30.20, bar)
    18. ==============================
    19. [] 90 
    20. [] 3000
    21. [x] (2017-11-14, [payment via rbc, 400.00, v3 pd) payment (bal 12.4)
    22. [x] (2017-11-01, [payment via rbc, 180.00, v3 pd) payment
    23. [x] (2017-11-01, [payment via rbc, 400.00, v3 pd) payment
    24. ====== EXAMPLE - PREVIOUS ==========
    25. ] (2017-10-31, save on, 23.05, groc) (  (approx. subtotal to date = 1225 +3000) PD 200
    26. ] TD credit 3000
    27. ] (2017-10-30, keating liquor, 10.13, bar)
    28. ]  (2017-10-29, shell, 50..00, trans) 
    29. ] (2017-10-23, macdonalds, 4.00, rest) cash 

[EXAMPLE]

  1. ] DIET.GROCERY(0.00) = /14
    1. ]  
  2. ] DIET.REST(0.00) = /23
    1. ]  
  3. ] DIET.BAR (0.00) = 
    1. ] 
  4. ] TRANS.FUEL (0.00) = 
    1. ] 
  5. ] TRANS.REPAIR(0.00) // MAINTENANCE = 
    1. ] 
  6. ] TRANS.FARES(0.00) = 
    1. ]  
  7. ] BUSINESS(0.00)
    1. ] 
  8. ] TELEPHONE (0.00)
    1. ] 
  9. ] ENTERTAINMENT/TELEVISION (0.00)
    1. ]  
  10. ] OTHER (0.00)
    1. ]  
  11. ] SUBTOTAL (0.00 // ) 0.00 = 0.00 ( 0.00) 
    1. ] 

[HOW-TO]

  1. ] 

[REFERENCE]

  1. ] # 7391 - CREATE-list - expense-statements-summary (2017)
  2. ] # # - LIST-expenses - monthly

 

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Details

ID: 5754

NAME: statement-v3-2017-11-30

DESCRIPTION: ] statement - expenses - 2017-11-30* - ] LIST all expenses in period, ] by ???

AUTHOR: article.author/s

EDITOR: article.editor/s

PUBLISHER: article.publisher/s

STATUS: Write

PRIORITY: -5

OWNER ID: 75

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