Fictional demonstration • Sample data only • October 2026

Monthly Spending Report — October 2026

Fictional tutorial sample. All 8 source rows (S01–S08) are preserved. Spending, transfers and refunds are reported separately. No rows were deleted.

Gross expense — including both grocery rows (S07 + S08)$285Label: Gross expense (including possible duplicate)

Expense — excluding unresolved possible duplicate$235Label: Adjusted expense (excluding one $50 possible duplicate, S08)

Refunds (separate from spending)$40S06 Course refund

Savings transfer — NOT spending$200S04 Transfer to savings — excluded from both expense totals

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How the totals work

Gross expense $285 = Groceries $130 + Internet $60 + Online course $40 + Coffee $5 + second Groceries $50 already in the $130 — i.e. $80 + $60 + $5 + $40 + $50 + $50.
Adjusted expense $235 = $285 − $50 for one copy of the unresolved possible duplicate pair S07/S08. Both rows remain in the data until resolved.
Net cash effect of the sample if you combine them: −$285 spending − $200 transfer + $40 refund = −$445, but that combined figure is not a spending total.

Category totals — spending only (gross)

Category	Total
Groceries	$180
Internet	$60
Online course	$40
Coffee	$5
Total spending (gross)	$285
Online course net after its $40 refund (for reference only)	$0
Savings transfer (not spending)	$200
Refunds (separate)	$40

All transactions

Filter: Exceptions only Search:

Currently showing: Gross expense — including both grocery rows: $285

ID	Date	Description	Amount USD	Type	Category	Spending USD	Flag
S01	2026-10-02	Groceries	-80	spending	Groceries	80
S02	2026-10-04	Internet	-60	spending	Internet	60
S03	2026-10-05	Coffee	-5	spending	Coffee	5
S04	2026-10-06	Transfer to savings	-200	transfer	Savings transfer
S05	2026-10-08	Online course	-40	spending	Online course	40
S06	2026-10-09	Course refund	40	refund	Online course
S07	2026-10-10	Groceries	-50	spending	Groceries	50	POSSIBLE_DUPLICATE
S08	2026-10-10	Groceries	-50	spending	Groceries	50	POSSIBLE_DUPLICATE

Exceptions table

IDs	Issue	Detail	Status / treatment
S07, S08	Possible duplicate	Same date (2026-10-10), same description (Groceries), same amount (−$50)	Unresolved — both preserved. Gross total includes both ($285); adjusted total excludes one copy ($235).
S04	Transfer, not spending	Transfer to savings, −$200 on 2026-10-06	Excluded from spending totals; reported separately as a $200 transfer.
S05, S06	Refund offset	Online course −$40 (S05) followed by Course refund +$40 (S06)	Refund reported separately ($40); spending stays at gross $40 for this category, net $0 for reference.

Duplicate rule: Do not silently delete possible duplicates. S07 and S08 are both kept in the cleaned CSV with exception_flag = POSSIBLE_DUPLICATE so a reviewer can resolve them.