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Monthly entry (➕)

The monthly ritual of filling in your data — the heart of the app.

GrapeVest monthly entry — income, budget and contributions

Choosing the month​

The form pre-fills an existing entry for the selected month. You can go back to earlier months — to view or fill them in.

Form sections​

  • Income — a field per person (names from the profile).
  • Saving as (Duo only) — first pick whose contribution column you're filling. The other person's contributions stay untouched.
  • Savings budget — how much of your income to put toward contributions and overpayments this month. Above the list an "envelope" shows how much is already allocated and how much is left. Going over turns the bar red and warns you — but doesn't block saving (sometimes you top up from a bonus or cash).
  • Quick budget scenarios (Min / Average / Good / High) — one tap fills the suggested contributions. You can fine-tune the savings range.
  • Contributions and overpayments — an amount per holding. In Duo each person enters their own contribution; the row shows "+ Partner: … · Total: …", so when you both add to the same thing (e.g. a loan overpayment) the amounts add up instead of overwriting.
  • Loan instalments — a separate field for the fixed instalment, included in the plan.
  • Cost-of-living rating (1–5) and a note.

Live summary​

Computed in real time at the bottom: income, contributions (both people), instalments, and cost of living = income − contributions − instalments.

Saving​

After saving you see a confirmation, and the form keeps the values you saved. The "Apply to portfolio" option updates the holdings' values.

It works incrementally: only the difference from what's already been booked this month is applied. So a repeat save of the same month, or a second person adding their part, never counts twice (and never drops a part).