{% extends "base.html" %}
{% block title %}Tax Summary {{ report.year }}{% endblock %}
{% block page_title %}Tax Year Summary{% endblock %}
{% block topbar_actions %}
Export CSV
{% endblock %}
{% block content %}
{{ report.date_from.strftime('%b %d, %Y') }} – {{ report.date_to.strftime('%b %d, %Y') }}
Total Income
{{ report.total_income | currency }}
Total Expenses
{{ report.total_expense | currency }}
Net for Year
{{ report.net | currency }}
Income Sources
{{ report.income_categories | length }}
Income by Source
| Category | Total |
|---|
{% if report.income_categories %}
{% for cat in report.income_categories %}
|
|
{{ cat.total | currency }} |
{% endfor %}
| Total |
{{ report.total_income | currency }} |
{% else %}
| No income recorded |
{% endif %}
Expenses by Category
| Category | Total |
|---|
{% if report.expense_categories %}
{% for cat in report.expense_categories %}
|
|
{{ cat.total | currency }} |
{% endfor %}
| Total |
{{ report.total_expense | currency }} |
{% else %}
| No expenses recorded |
{% endif %}
{% if report.income_transactions %}
All Income — {{ report.year }}
{{ report.income_transactions | length }} transactions
| Date | Description | Category | Amount |
|---|
{% for txn in report.income_transactions %}
| {{ txn.date.strftime('%b %d, %Y') }} |
{{ txn.description }} |
{{ txn.category.name if txn.category else '—' }} |
+{{ txn.amount | currency }} |
{% endfor %}
{% endif %}
{% endblock %}