Yearly Spending Habit Analysis Tool

Step 1: Your Annual Income & Savings Goals

Savings Goal (Optional)

Step 2: Enter Your Annual Spending by Category

Enter your total actual spending for the year in each category. Optionally, add your budgeted amount for comparison.

Step 3: Spending Analysis & Insights

Enter income (Tab 1) and spending (Tab 2), then click "Refresh Analysis".

Step 4: Overall Summary & Download Report

Complete the analysis on previous tabs to view the summary.

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