{% extends "layout.html" %} {% block content %}

Financial Overview

Total Income
${{ "%0.2f"|format(metrics['total_income']) }}
Total Expenses
${{ "%0.2f"|format(metrics['total_expenses']) }}
Net Worth
${{ "%0.2f"|format(metrics['net_worth']) }}
Current Month Expenses
${{ "%0.2f"|format(metrics['current_month_expenses']) }}
{% if metrics['expense_change'] < 0 %} ▼ {{ metrics['expense_change']|abs }}% from last month {% elif metrics['expense_change'] > 0 %} ▲ {{ metrics['expense_change'] }}% from last month {% else %} No change from last month {% endif %}
Smart Recommendations
Monthly Income and Expenses
Spending by Category
Monthly Summary
{% for month in monthly_summary %} {% endfor %}
Month Income Expenses Savings Savings Rate
{{ month['Month'] }} ${{ "%0.2f"|format(month['Total_Income']) }} ${{ "%0.2f"|format(month['Total_Expenses']) }} ${{ "%0.2f"|format(month['Savings']) }} {% if month['Total_Income'] > 0 %} {{ month['Savings_Rate'] }}% {% else %} N/A {% endif %}
Recent Transactions
{% for transaction in recent_transactions %} {% endfor %}
Date Description Amount Account Status
{{ transaction['Date'].strftime('%Y-%m-%d') }} {{ transaction['Name of sender/receiver'] }} ${{ "%0.2f"|format(transaction['Amount']) }} {{ transaction['Account'] }} {{ transaction['Status'] }}
View All Transactions
{% endblock %}