# Annual Summary — Year at a Glance

Clone of Quillenhart qaduu annual view tab.

| Month | Income | Expenses | Net profit | Tax set-aside (25%) |
|-------|--------|----------|------------|---------------------|
| Jan | | | | |
| Feb | | | | |
| Mar | | | | |
| Apr | | | | |
| May | | | | |
| Jun | | | | |
| Jul | | | | |
| Aug | | | | |
| Sep | | | | |
| Oct | | | | |
| Nov | | | | |
| Dec | | | | |
| **YTD** | | | | |

Run `python3 monthly_dashboard.py my-transactions.csv` to auto-fill the monthly rows from your transaction log.

## Year-end checklist

1. Export final bank + platform CSVs into one master log
2. Run dashboard — confirm YTD net matches your gut check
3. Compare YTD set-aside column to what you actually transferred to savings
4. Open `bills-tracker.md` — any recurring bills you forgot to log?
5. Open `debt-tracker.md` — update current balances after December payments

Not tax advice. Clone of [Quillenhart qaduu ($15)](https://quillenhart.gumroad.com/l/qaduu).