Open Net WorthPrepared for {{NAME}}

{{HEADING}}

{{PERIOD}}

{{SUMMARY}}
Earned{{INCOME}}{{INCOME_LINE}} Kept{{KEPT}}{{SAVINGS_RATE_LINE}}
Day-to-day spending{{DAY_TO_DAY}}{{DAY_TO_DAY_LINE}} Bills{{BILLS}}{{BILLS_LINE}}
Net worth{{NET_WORTH}}{{NET_WORTH_CHANGE}}

{{TOTAL_LINE}}

Against your budget

{{BUDGET_LEDE}}

Over budget

{{OVER_LEDE}}

{{ENVELOPE}}budget {{ENVELOPE_BUDGET}}{{ENVELOPE_SPENT}}over by {{ENVELOPE_OVER}}

{{OVER_MORE}}

Day-to-day spending

{{SPENDING_LEDE}}

{{CATEGORY}}{{CATEGORY_COMPARE}}{{CATEGORY_AMOUNT}}

your average month

Largest day-to-day payments

{{PAYEE}}{{ITEM_DATE}}, {{ITEM_CATEGORY}}{{ITEM_AMOUNT}}

Bills and subscriptions

{{BILLS_LEDE}}

{{BILL}}{{BILL_DETAIL}}{{BILL_AMOUNT}}

{{BILLS_MISSING}}

{{SUBSCRIPTIONS_TITLE}}

{{SUBSCRIPTIONS_LEDE}}

{{SUBSCRIPTION}}{{SUBSCRIPTION_DETAIL}}{{SUBSCRIPTION_AMOUNT}}

Investments

{{INVEST_LEDE}}

Portfolio value{{PORTFOLIO_START_LINE}}{{PORTFOLIO_VALUE}}
Return{{BENCHMARK_LINE}}{{PORTFOLIO_RETURN}}
Gain over the month{{PORTFOLIO_GAIN}}
Realized from sales{{REALIZED_LINE}}{{REALIZED}}
Dividends and interest{{INVEST_INCOME}}

Allocation

{{ALLOCATION_LEDE}}

How each holding did

{{HOLDINGS_LEDE}}

Trades

{{TRADES_LEDE}}

{{TRADE}}{{TRADE_DETAIL}}{{TRADE_AMOUNT}}

Worth a look

{{LOOK_LEDE}}

{{ALL_CLEAR}}

{{LOOK_KIND}}{{LOOK}}{{LOOK_DETAIL}}{{LOOK_AMOUNT}}
{{EXTRA}}
Data notes ({{NOTES_COUNT}})