TOOLS

Display monthly and annual income and expenses in easy-to-read tables and graphs

With this tool, you can check your entered income and expenditure data in tally tables and summaries. You can also view the tabulated data as graphs, which is useful for analyzing your household budget. In this article, you can learn about tally tables, graphs, and summaries.

Ⅰ. Table and Graph

The detailed data that you enter is totaled by item and can be checked in monthly, annual, and 10-year tables. You can view the tabulated data in graphs, which makes it easy to find trends and problems in your household budget.

The tally tables are based on the year entered in the menu screen. By changing the base year on the menu screen, you can view the tally tables for that year.

Ⅰ-1

Ⅰ-1. View the monthly total table

Click on [Monthly Total] in the main menu or tab. The detailed data that you enter will be automatically calculated and you can check the total income and expenses for a month. To see the total table for other months, select the relevant month from the drop-down list.

This sheet provides you with a detailed side-by-side comparison of your projected monthly budget vs. your actual expenses. It helps you with a quick and easy way to identify where you may be overspending. You can also select a year and month and compare it with this month’s income and expenditure, which is useful for analyzing your household budget.

Kakeibo Pro, Light

In kakeibo Pro and Light, the following sheet will be displayed. You can set your budget for each category. If you want to change the budget, you can enter the budget amount in the [Categories] setting sheet.

Kakeibo Note

In kakeibo Note, the following sheet will be displayed. You can set your budget for each expense item. If you want to change the budget, you can enter the budget amount in the [Expense Items] setting sheet.

Ⅰ-2

Ⅰ-2. View the annual total table and graph

Click on [Annual Total] in the main menu or tab. The detailed data that you enter will be automatically calculated and you can view the annual total table of income and expenses.

You can also view the aggregated data in graphs, which helps you to see how the data is trending throughout the year. You can check the changes over the year with the two types of graphs below.

Type1: View the annual change in graphs with up to four items

You can select up to four income or expense items and view the annual trend in bar and line graphs. It is useful to understand how each item is changing.

1 Enter [Yes] in the [Graph] column of the tally table. You can select up to four items.

2 Click the [GRAPH] button.

3 The following table and graphs will be displayed.

Type2: Compare the annual trends with other years

It displays the annual transition of one item in bar and line graphs. You can view and compare the annual trends for up to four years in graphs.

1 Enter [Yes] in the [Graph] column of the tally table. You can only select one item.

2 Click the [COMPARE] button.

3 The following table and graphs will be displayed.

4 Enter a year that you want to compare.

5 The annual transition for the year you entered will be displayed.

To display the entire legend

The legend identifies what information is portrayed in the chart’s plot area. If the item name is long, not the entire legend will be displayed, and it will be cut off in the middle. You can learn how to display the entire legend as below.

1 Select the legend of the chart.

2 Drag the selected legend so that all the item names are displayed.

3 Click on a cell to deselect the chart.

Ⅰ-3

Ⅰ-3. View the 10-year total table and graph

Click on [10Year Total] in the main menu or tab. The detailed data that you enter will be automatically calculated and you can view the total table of income and expenses for the past 10 years up to the current year.

You can also view the aggregated data in graphs, which makes it easy to find trends and problems in your household budget.

View the change in graphs with up to four items for 10 years

You can select up to four income or expense items and view the changes over 10 years in bar and line graphs. It is useful to understand how each item is changing in the long-term.

1 Enter [Yes] in the [Graph] column of the tally table. You can select up to four items.

2 Click the [GRAPH] button.

3 The following table and graphs will be displayed.

If the item name is long, not the entire legend will be displayed, and it will be cut off in the middle. To see how to display the entire legend, click here.

Ⅱ. Income and Expense Summary

The data you enter will be automatically aggregated on a monthly and yearly basis, and you can view your income, expenses, special expenditure, and balances in summary tables and graphs. It has two types of income and expenditure summaries: Annual summary and 10-year summary.

The summaries are also based on the year entered in the menu screen. By changing the base year on the menu screen, you can view the summaries for that year.

Ⅱ-1

Ⅱ-1. View the annual summary

Click on [Annual Summary] in the main menu or tab. In this sheet, you can see your income, expenses, special expenditure, and balances for the year in a table and graph.

Income, expenses, and special expenditure are displayed as bar graphs, and balances as line graphs. This is useful for understanding your household budget situation easily.

Ⅱ-2

Ⅱ-2. View the 10-year summary

Click on [10Year Summary] in the main menu or tab. In this sheet, you can see your income, expenses, special expenditure, and balances for the past 10 years up to the current year in a table and graph.

Income, expenses, and special expenditure are displayed as bar graphs, and balances as line graphs. This is useful for understanding your long-term financial situation.

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ARCHIVES

PICKUP PRODUCT

Kakeibo makes budgeting, payment management, and household budget analysis easy! What does this tool provide you?

  • ・Customize the menu screen
  • ・Easy input data
  • ・Set items for your lifestyle
  • ・Automatic Posting
  • ・Budget Management
  • ・Total of income and expenses
  • ・Analyze your household with graphs
  • ・Reconcile credit card payments
  • ・Bank account debit inquiry

There are three types of Kakeibo: Note, Light, and Pro. Each tool is provided in four different colors. You can find more information here.

You can see the items on the netshop Etsy or Base.

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