Mortgage Payment Account Dashboard
| Date | Description | Amount | Balance | Category | Source |
|---|---|---|---|---|---|
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Total Transactions
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Total Deposits
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Total Withdrawals
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Net Change
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Average Transaction
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Date Range
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Deposits by Source
Monthly Breakdown
By Category
Contribution Statistics
Total Contributors
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Total Contributions
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Transaction Count
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By Person
Contribution Transactions
| Date | Person | Amount | Balance | Description |
|---|---|---|---|---|
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Manage Person Mappings
Map keywords in transaction descriptions to person names to track contributions.
| Person Name | Keyword | Created | Actions |
|---|---|---|---|
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Balance Projection
Projection based on your latest balance, average contributions, and recurring withdrawals.
Current Balance
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Avg Monthly Contributions
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Monthly Withdrawals
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Monthly Net
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Projection Results
Current Balance
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Projected Balance
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Total Change
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Monthly Net
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