It might require some personalization or data entry, but I figured a total cash flow view would be a great overview, then a few sub views that allow you to drill down into specific categories like spending, budget categories, or specific vendors you would see on transactions
An example pasted below using Sankey Diagrams
"""
Wages [5000] Income
It might require some personalization or data entry, but I figured a total cash flow view would be a great overview, then a few sub views that allow you to drill down into specific categories like spending, budget categories, or specific vendors you would see on transactions
An example pasted below using Sankey Diagrams """ Wages [5000] Income
Dividends [50] Income
Income [250] Deductions
Income [1200] Taxes
Income [200] Post-Tax Deductions
Income [3700] Net Pay
Deductions [14.38] Dental
Deductions [90.78] Medical
Deductions [3.50] Vision
Taxes [307.11] Social Security
Taxes [71.82] Medicare
Taxes [775.30] Federal Withholding
Taxes [214.00] State Tax
Post-Tax Deductions [200] 401(k)
Post-Tax Deductions [5] Pre-Paid Legal Plan
Net Pay [2506.19] Fidelity
Fidelity [131.90] Emergency Fund
Fidelity [900] Rent
Fidelity [50] Utilities
Fidelity [150] Transportation
Fidelity [650] Food and Dining
Fidelity [10] Subscriptions
Fidelity [450] Entertainment
Transportation [50] Gas/Fuel
Subscriptions [10] ChatGPT Plus
Food and Dining [150] Groceries
Food and Dining [500] Dining Out
"""