User Guide

1. Getting Started

Open this webpage in any modern browser. You will see inputs for month, income, expenses, category allocations, tables, and charts.

2. Inputting Monthly Data

Month, Income, and Expenses.

Enter percentages for Index, Growth, Dividend, Crypto, Gold, Other. Total must equal 100%.

Click “Add” under any category to create subcategories. Percentages within a category must sum to 100%.

Click “Add Month”. Savings (5%) and Investing (95%) will be calculated, tables and charts updated automatically.

3. Understanding the Tables

Portfolio Summary: Shows income, expenses, net, savings, investing, and allocation per main category.
Breakdown (Weekly / Crypto Daily): Shows distribution of subcategory investments.
Total Investment: Shows total investment per category and subcategory including running investment.

4. Using the Charts

Pie Chart: Select Main or Subcategory to view allocation.
Line Chart: Tracks cumulative savings vs investing over months.

Repeat the process by changing month, income, and expense, then click Add Month to update all data.

5. Dark Mode

Toggle dark mode using the checkbox at the top.

6. Exporting PDFs

Click the buttons under "Export PDFs" to generate reports with watermark, page numbers, and timestamp.

7. Tips

• Main percentages must equal 100%
• Subcategory percentages (if used) must equal 100%
• Pie chart updates dynamically as percentages change
• Add subcategories to better match real investments

Inputs

Main %

Index Subs

Growth Subs

Dividend Subs

Crypto Subs

Export PDFs

Portfolio Summary

Breakdown (Weekly / Crypto Daily)

Total Investment

Pie Chart

Savings vs Investing