#ExpenseCategories

[connectinfosoftech]

Introducing our latest Expense Tracker Software by Connect Infosoft | Expense Monitoring Application

Our Expense Tracker System is a powerful and user-friendly solution designed to help individuals and businesses efficiently manage their expenses on both web and mobile platforms. With its intuitive interface and comprehensive features, keeping track of your finances has never been easier.

[connectinfo1999]

Discover seamless integration, real-time tracking, and a user-friendly interface that makes managing your finances a breeze!

[simplemoneyman-blog]

A Customized Budget Is A Good Thing

  Don’t get me wrong, I enjoy learning about budgeting techniques and tools that are out there and available. But rather than using them, I instead get ideas from them.  I already have a custom budget excel spreadsheet that I use and it has served me well. How do I define serving well? It has allowed me to stay within budget many times. And in cases where I have gone over, I am easily able to identify where and how that happened and can put a plan in place to avoid those overruns in the future.  

Because You Track Revenue and Expenses More Than The Average Person

  If you’re reading this, chances are you track your inflows and outflows a bit more than average; maybe twice a week, maybe once a week. I know someone and she checks her credit card balances EVERY DAY! Ok, that I think maybe a bit of overkill unless you own a business with a high volume of transactions or something. The point is that it creates awareness and gets your brain working harder to find ways to earn more and find ways to save more and find ways to budget better based on your habits. Chances are you’re doing better than the majority of people anyway as according to the National Foundation for Credit Counseling, “Sixty-one percent of U.S. adults, the highest percentage in six years, admit to not having a budget.”    

Because You Earmark or Accrue Expenses

  When I put up wallpaper earlier this year, it ended up costing me well under $300. It wasn’t an issue because I earmarked funds for this project. Part of the reason was that I wanted to do some sort of decoration on this wall, I just didn’t know what to do and how much it was going to cost. I ended up earmarking a couple hundred more than the actual cost (which was kind of nice – so we treated ourselves to a nice dinner for a job well done in terms of a great buy and great DIY installation).   A study has shown that “Earmarking works by acting as a budgeting mechanism, which has previously been shown to increase self-control.”   It’s important to practice will-power and ensure the self-control is maintained. Don’t earmark to change your worn out carpet in the bedroom and then decide to dip into the funds a little bit because the Macy’s One Day Sale is coming soon!    

Because Some Expenses Really Are So Customized

  Sometimes my bank may categorize an expense wrong. But I know exactly where to record it on my spreadsheet. Also, let’s say I’m at Walmart and my total is $87, BUT $45 is groceries and $42 are other things (blinds, picture frames, doormat). I don’t want to be that annoying customer that says “oh these are separate transactions please” – even though I have to admit that I’ve done that in the past. So BOA is categorizing the whole $87 transaction as grocery. But I know in my tracking it needs to be $42 Grocery line item and $45 in Shopping since it is more so related to that line item.   Another example I have is regarding credit cards. I use one for gas (for gas points), one for eating out, and one for big-ticket purchases (so I can earn more points). But when I pay these using my BOA account, the line item just says credit card. I have to use the drop down and actually identify it as Gas so I have a note for myself.   Additionally, the Transaction category field is usually populated with Credit Card Payments, unless I manually change that each time to something else. So instead I recorded $80.60 for gas (see below) for about a week and a half worth as my Gas expense is on average between $220-$250 per month.  

  Travel Related Expenses

  Last fall I had to travel for work which included driving about 500+ miles round trip to one of our facilities, staying for three nights at a hotel and incurred meals per diem. I paid for the gas and meals (not hotel bill) and got reimbursed later after completing my expense report.   When the reimbursement came thru, it’s not really income because I’m being reimbursed for my own funds expended for work-related travel. Therefore, I had to post it in my miscellaneous/other line as a credit with a comment box indicating it was a reimbursement for work travel. The expenses were incurred in the prior month, which the credit offset and more because we can claim the full per diem per work policy.   Also the mileage rate for gas is more than the actual cost to fill up my Honda Civic; SCORE! The point is this is not your typical budget item, and having a customized spreadsheet has worked well for me in order to properly track and understand these sort of one-off items.   If you’ve never budgeted before and have no idea where to start, I suggest using this table from Certified Financial Planner Mark Baird. It recommends how much you should be spending on each expense category based on your income. From my review based on my income and expenses it is pretty reasonable and in the process allows for a good savings rate.     So folks, what kinds of custom or quirky line items do you have on your budget? What part of your budgeting process is the most challenging?   _________________________________________________________________________

I use  because (1) it’s free, (2) it tracks all of my accounts and overall net worth, (3) my account balances automatically update, (4) it shows how my investments are diversified and allocated in various sectors, and (5) can use built-in tools like “Investment Checkup” to get….wait for it…free personalized advice!   Read the full article

[suiteviz-blog]

SQL Functions are Available in NetSuite saved searches?

Numeric Functions

Examples

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ABS( {amount} )

ACOS( 0.35 )

ASIN( 1 )

ATAN( 0.2 )

ATAN2( 0.2, 0.3 )

BITAND( 5, 3 )

CEIL( {today}-{createddate} )

COS( 0.35 )

COSH( -3.15 )

EXP( {rate} )

FLOOR( {today}-{createddate} )

LN( 20 )

LOG( 10, 20 )

MOD( 3:56 pm-{lastmessagedate},7 )

NANVL( {itemisbn13}, '' )

POWER( {custcoldaystoship},-.196 )

REMAINDER( {transaction.totalamount}, {transaction.amountpaid} )

ROUND( ( {today}-{startdate} ), 0 )

SIGN( {quantity} )

SIN( 5.2 )

SINH( 3 )

SQRT( POWER( {taxamount}, 2 ) )

TAN( -5.2 )

TANH( 3 )

TRUNC( {amount}, 1 )

Character Functions Returning Character Values

Examples

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CHR( 13 )

CONCAT( {number}​,​CONCAT( ​'​_​'​,​{​line}​ )​ )

INITCAP( {customer.​companyname}​ )

LOWER( {customer.​companyname}​ )

LPAD( {line},3,'0' )

LTRIM( {companyname},'-' )

REGEXP_REPLACE( {name}, '^.*:', '' )

REGEXP_SUBSTR( ​{​item}​,​'​[​^​:​]​+​$​'​ )

REPLACE( {serialnumber}, '&', ',' )

RPAD( {firstname},20 )

RTRIM( {paidtransaction.​externalid}​,​'​-​Invoice'​ )

SOUNDEX( {companyname} )

SUBSTR( {transaction.​salesrep}​,​1,​3 )

TRANSLATE( ​{​expensecategory}​,​ ' ', '+' )

TRIM ( BOTH ',' FROM {custrecord_assetcost} )

UPPER( {unit} )

Character Functions Returning Number Values

Examples

12345

ASCII( {taxitem} )

INSTR( {messages.message}, 'cspdr3' )

LENGTH( {name} )

REGEXP_INSTR ( {item.unitstype}, '\d' )

TO_NUMBER( {quantity} )

Datetime Functions

Examples

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ADD_MONTHS( {today},-1 )

LAST_DAY( {today} )

MONTHS_BETWEEN( ​SYSDATE,​{​createddate}​ )

NEXT_DAY( {today},'SATURDAY' )

ROUND( TO_DATE( '12/31/2014', 'mm/dd/yyyy' )-{datecreated} )

TO_CHAR( {date}, 'hh24' )

TO_DATE( '31.12.2011', 'DD.MM.YYYY' )

TRUNC( {today},'YYYY' )

Also see Sysdate in one of the example sections below.

NULL-Related Functions

Examples

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COALESCE( {quantitycommitted}, 0 )

NULLIF( {price}, 0 )

NVL( {quantity},'0' )

NVL2( {location}, 1, 2 )

Decode

Examples

1

DECODE( {systemnotes.name}, {assigned},'T','F' )

Sysdate

Examples

1

TO_DATE( SYSDATE, 'DD.MM.YYYY' )

or

1

TO_CHAR( SYSDATE, 'mm/dd/yyyy' )

See also TO_DATE and TO_CHAR in the Datetime Functions.

Case

Examples

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CASE {state}

WHEN 'NY' THEN 'New York'

WHEN 'CA' THEN 'California'

ELSE {state}

END

or

1234567

CASE

WHEN {quantityavailable} > 19 THEN 'In Stock'

WHEN {quantityavailable} > 1 THEN 'Limited Availability'

WHEN {quantityavailable} = 1 THEN 'The Last Piece'

WHEN {quantityavailable} IS NULL THEN 'Discontinued'

ELSE 'Out of Stock'

END

Analytic and Aggregate Functions

Examples

1

DENSE_RANK ( {amount} WITHIN GROUP ( ORDER BY {AMOUNT} ) )

or

123

DENSE_RANK(  ) OVER ( PARTITION BY {name}ORDER BY {trandate} DESC )

KEEP( DENSE_RANK LAST ORDER BY {internalid} )

RANK(  ) OVER ( PARTITION by {tranid} ORDER BY {line} DESC )

or

1

RANK ( {amount} WITHIN GROUP ( ORDER BY {amount} ) )

[connectinfo1999]

Expense Tracker System for Web & Mobile App-Streamline Your Financial Management | Connect Infosoft

Our Expense Tracker System is a powerful and user-friendly solution designed to help individuals and businesses efficiently manage their expenses on both web and mobile platforms. With its intuitive interface and comprehensive features, keeping track of your finances has never been easier.

Top Key Features:

Real-Time Expense Recording

Expense Categories

Receipt Capture

Multi-Currency Support

Automated Expense Calculation

Budget Setting and Alerts

Expense Insights

Data Security

Cross-Platform Compatibility

Customizable Reports

User Access Control

Transparency and Accountability

Financial Management

Real-time Monitoring

Compliance and Reporting

Resource Allocation

Risk Management

Reduced Administrative Burden

Efficient Grant Management

Data-Driven Decision Making

Scalability

Expense Tracker software also provides NGOs with the tools they need to manage their finances efficiently, maintain transparency, comply with regulations, make data-driven decisions, and ultimately achieve their mission more effectively by demonstrating their financial stability and long-term sustainability to potential donors and partners, making it more likely for them to attract ongoing support.

Sign up today and experience the power of seamless financial management at your fingertips!