Investment Planning and Financial ManagementBuilt on Agumbe Cloud Development Environment

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Stay on top of your monthly cashflow

Set a realistic budget, monitor actual spending, and quickly spot variances before they derail your plan.

Monthly Budget Planner

Define your planned income and expenses for the selected month.

Add / Edit Budget Item

Capture recurring income and expense items to build your monthly budget.

Budget Items by Category

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Cashflow Insights

Are you living within your means?

Compare your total planned expenses to planned income. Aim to keep expenses at 60–70% of income so you have room for savings and investments.

Savings available for goals

Your positive net cashflow can be allocated to emergency funds, debt repayment, and investment goals. Align this with your goal-based plans.

Track irregular expenses

Use quarterly or yearly frequency for items like insurance premiums, vacations, or school fees so they don’t surprise your monthly cashflow.

Adjust for real life

If actuals consistently exceed planned amounts in a category, update your budget rather than ignoring the pattern.

Suggested workflows

1. Set up your base budget

Add your main income and fixed expenses (rent, EMIs, insurance, utilities) for the current month.

2. Track variable spending

Log groceries, dining, transport, and entertainment as the month progresses to compare planned vs actual.

3. Review and adjust

At month-end, review variances, adjust next month’s budget, and increase contributions to your financial goals if possible.