| Open Net Worth | Prepared 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}} |
Data notes ({{NOTES_COUNT}})
- {{NOTE}}