Expense Budget & Actuals

Executive Reconciliation

$11,760 household spending + $444 federal tax reserve = $12,204 calculated Executive Monthly Expenses.

Reconciled to the cent: no hidden expense adjustment.

Completed periods preserve budget as the plan and use imported actuals as historical truth. The current month feeds actual spending plus remaining obligations into FCC. Future months remain budget-based.

Quicken Actual Expenses

Import a Quicken CSV or QIF export. Duplicate transactions are skipped automatically. Transfers are not treated as expenses.

Completed months use actual spending as the historical truth. The current month uses actual transactions already incurred plus remaining planned obligations. Future months continue to use the saved budget until actual transactions occur.

Budget vs Actual — Performance

YTD Category Performance

Largest differences are shown first so you can see where spending is drifting away from the plan.

Known Future Budget Change

SFC reduces the Auto Payment budget by this amount beginning on the selected date. The lower spending automatically feeds cash flow, required portfolio withdrawals, Sell-vs-Keep and retirement forecasts.

Add Expense Category

24-Month Expense Budget

Edit any month directly. Category and Type stay visible while scrolling. Dollar inputs use thousands separators.