Easily calculate your Year-to-Date (YTD) monthly income and understand your earnings progression throughout the year.
Income Calculation
Enter the current month of the year (1 for January, 12 for December).
Enter your average income earned each month.
Include any bonuses, commissions, or freelance payments received up to the current month.
Key Figures
Months Passed This Year:—
Total Income from Salary YTD:—
Total Gross Income YTD (including extra):—
—
Formula Used: YTD Monthly Income = (Average Monthly Income * Current Month Number) + Total Extra Income YTD
Income Breakdown Table
Month
Gross Monthly Salary
Extra Income This Month
Total Monthly Income
Monthly income breakdown from January up to the selected month.
Income Progression Chart
Visual representation of your cumulative YTD income progression.
What is YTD Monthly Income?
Year-to-Date (YTD) monthly income refers to the total amount of income earned from the beginning of the calendar year up to a specific point in time, typically the current date. It's a crucial metric for individuals and businesses to track financial performance, assess earning trends, and make informed financial planning decisions. Understanding your YTD monthly income helps you gauge how your earnings are progressing against your goals, manage your budget effectively, and anticipate your year-end financial standing. For employees, it often includes regular salary and wages, alongside any bonuses, commissions, or other forms of additional income received.
This ytd monthly income calculator is designed to simplify this process, allowing you to quickly estimate your total earnings by factoring in your regular income and any supplementary amounts received. This calculation is fundamental for personal finance management and can significantly aid in tasks such as tax preparation, loan applications, and investment planning. By consistently monitoring your YTD monthly income, you gain a clearer picture of your financial health and can proactively adjust your strategies to achieve your financial objectives.
YTD Monthly Income Formula and Mathematical Explanation
The calculation for YTD monthly income is straightforward and designed to provide a comprehensive overview of your earnings. It combines your consistent income stream with any variable or additional income sources. The primary formula used by this ytd monthly income calculator is:
YTD Monthly Income = (Average Monthly Income × Current Month Number) + Total Extra Income YTD
Let's break down each component:
Average Monthly Income: This is the typical amount you earn in a standard month from your primary sources, such as your salary or wages. It represents your baseline earning power.
Current Month Number: This is the sequential number of the month within the calendar year. For example, if it's July, the current month number is 7. This helps project the income earned from your regular salary up to the current point in the year.
Total Extra Income YTD: This accounts for any additional income received throughout the year up to the current month, beyond your regular salary. This can include bonuses, commissions, freelance payments, overtime pay, or other one-time earnings.
By multiplying your average monthly income by the number of months that have passed in the year, you get an estimate of your total expected salary income. Adding the total extra income received YTD to this figure provides a complete picture of your gross income for the year to date. This method ensures that all significant income streams are accounted for, offering an accurate representation of your financial accumulation.
Practical Examples (Real-World Use Cases)
Understanding how the ytd monthly income calculator works in practice is key. Here are a few scenarios:
Scenario 1: Standard Salary Earner
Sarah earns a consistent salary of $4,500 per month. It's currently September (month 9), and she has received a $1,000 bonus earlier in the year.
Average Monthly Income: $4,500
Current Month Number: 9
Total Extra Income YTD: $1,000
Using the calculator: ( $4,500 × 9 ) + $1,000 = $40,500 + $1,000 = $41,500.
Sarah's YTD monthly income is $41,500. This helps her track her savings goals and understand her financial trajectory.
Scenario 2: Commission-Based Salesperson
Mark works in sales and earns a base salary of $3,000 per month plus commissions. By the end of May (month 5), he has earned $5,000 in commissions throughout the year.
Average Monthly Income: $3,000
Current Month Number: 5
Total Extra Income YTD: $5,000 (commissions)
Using the calculator: ( $3,000 × 5 ) + $5,000 = $15,000 + $5,000 = $20,000.
Mark's YTD monthly income is $20,000. This figure is vital for him to assess his sales performance and commission payouts. This is a good use case for a ytd monthly income calculator.
Scenario 3: Freelancer with Variable Income
Emily is a freelancer. Her income varies, but on average, she brings in $6,000 per month. It's April (month 4), and she has received an extra $2,500 from a project completion.
Average Monthly Income: $6,000
Current Month Number: 4
Total Extra Income YTD: $2,500
Using the calculator: ( $6,000 × 4 ) + $2,500 = $24,000 + $2,500 = $26,500.
Emily's YTD monthly income stands at $26,500. This allows her to project her annual earnings and manage her cash flow effectively, ensuring she meets her financial planning needs.
How to Use This YTD Monthly Income Calculator
Our ytd monthly income calculator is designed for simplicity and accuracy. Follow these easy steps:
Enter Current Month Number: In the first field, input the current month's number in the year. Use '1' for January, '2' for February, and so on, up to '12' for December.
Input Average Monthly Income: Enter the average amount you earn from your primary job or business each month. This should be a consistent figure you can rely on.
Add Total Extra Income YTD: In the third field, enter the sum of all additional income received this year, outside of your regular monthly earnings. This includes bonuses, commissions, freelance payments, etc., received up to the current month.
As you input these values, the calculator will instantly update to show:
Months Passed This Year: The number of months you've completed in the current year, based on your input.
Total Income from Salary YTD: Your projected income from your regular salary up to the current month.
Total Gross Income YTD: The sum of your salary income and extra income, giving you your total YTD earnings.
Primary Result: Your final calculated YTD monthly income.
You can also view a detailed breakdown in the table and a visual representation in the chart. Use the "Copy Results" button to easily transfer your calculated figures and assumptions, and the "Reset" button to start over with default values. This tool makes tracking your financial progress effortless.
Key Factors That Affect YTD Monthly Income Results
Several factors can influence your calculated YTD monthly income. Understanding these can help you interpret your results and plan more effectively.
Income Fluctuations: If your monthly income varies significantly due to freelance work, fluctuating sales commissions, or irregular bonuses, your "Average Monthly Income" input becomes a critical assumption. The accuracy of your YTD calculation depends heavily on how representative this average is.
Timing of Extra Income: Whether you receive bonuses, commissions, or other extra payments early or late in the year significantly impacts the "Total Extra Income YTD" figure at any given point. This can cause your YTD income to jump unexpectedly.
Changes in Employment: Starting a new job, changing roles, or experiencing periods of unemployment mid-year will directly affect your regular monthly income and potentially the total extra income received. The calculator assumes a consistent income stream unless adjusted.
Overtime and Additional Hours: If you frequently work overtime, this could be considered part of your "Average Monthly Income" or could be added as "Extra Income YTD" if it's inconsistent. Clarifying how you categorize this is important for accurate salary tracking.
Seasonal Income Patterns: Some industries experience seasonal peaks and troughs. If your income is highly seasonal, using a simple average might not fully capture the nuances of your earning patterns throughout the year.
Accurate input of these variables ensures that the ytd monthly income calculator provides the most realistic reflection of your financial situation.
Frequently Asked Questions (FAQ)
What is the difference between YTD monthly income and total annual income?
YTD monthly income is the cumulative income earned from the start of the year up to a specific point (e.g., today). Total annual income is the income earned over the entire 12-month calendar year. The YTD figure is a snapshot, while the annual income is the final year-end total.
Can I use this calculator for net income (after taxes)?
This calculator primarily focuses on gross income. To calculate net income, you would need to deduct taxes, insurance premiums, and other withholdings from your gross earnings. You could potentially use the "Extra Income YTD" field for post-tax amounts if you track them separately.
How often should I update my YTD monthly income calculation?
It's advisable to update your YTD monthly income calculation at least monthly, or whenever you receive significant extra income (like a bonus or commission). This keeps your financial tracking current and allows for better financial planning.
What if my average monthly income changes mid-year?
If your average monthly income changes significantly (e.g., a promotion or a job change), you should adjust the "Average Monthly Income" input going forward. For past months, you might need to recalculate based on actual earnings for those periods or use the calculator with the new average for future projections.
Is the "Extra Income YTD" field for one-time payments only?
No, it's for any income received YTD that is *in addition* to your regular monthly salary. This could include recurring commissions, freelance payments, or one-time bonuses. The key is that it's not part of your standard monthly paycheck.
Income Tax Estimator: Get a rough idea of your tax liability based on your income.
var currentMonthInput = document.getElementById('currentMonth');
var monthlyIncomeInput = document.getElementById('monthlyIncome');
var extraIncomeYTDInput = document.getElementById('extraIncomeYTD');
var monthsPassedValueSpan = document.getElementById('monthsPassedValue');
var totalIncomeFromSalaryValueSpan = document.getElementById('totalIncomeFromSalaryValue');
var totalGrossIncomeYTDValueSpan = document.getElementById('totalGrossIncomeYTDValue');
var resultSpan = document.getElementById('result');
var incomeTableBody = document.getElementById('incomeTable').getElementsByTagName('tbody')[0];
var incomeChartCanvas = document.getElementById('incomeChart');
var incomeChartInstance = null;
function validateInput(inputId, errorId, minValue, maxValue) {
var input = document.getElementById(inputId);
var errorSpan = document.getElementById(errorId);
var value = parseFloat(input.value);
var isValid = true;
errorSpan.textContent = ";
if (isNaN(value)) {
if (input.value !== ") {
errorSpan.textContent = 'Please enter a valid number.';
isValid = false;
}
} else {
if (minValue !== undefined && value maxValue) {
errorSpan.textContent = 'Value exceeds maximum limit.';
isValid = false;
}
}
return isValid;
}
function calculateYTD() {
var isValid = true;
isValid &= validateInput('currentMonth', 'currentMonthError', 1, 12);
isValid &= validateInput('monthlyIncome', 'monthlyIncomeError');
isValid &= validateInput('extraIncomeYTD', 'extraIncomeYTLError');
if (!isValid) {
resetResultsDisplay();
return;
}
var currentMonth = parseFloat(currentMonthInput.value);
var monthlyIncome = parseFloat(monthlyIncomeInput.value);
var extraIncomeYTD = parseFloat(extraIncomeYTDInput.value);
var monthsPassed = currentMonth;
var totalIncomeFromSalary = monthlyIncome * monthsPassed;
var totalGrossIncomeYTD = totalIncomeFromSalary + extraIncomeYTD;
var finalYTDMonthlyIncome = totalGrossIncomeYTD; // In this specific calculator, the final result is the total gross income YTD.
monthsPassedValueSpan.textContent = monthsPassed.toFixed(0);
totalIncomeFromSalaryValueSpan.textContent = formatCurrency(totalIncomeFromSalary);
totalGrossIncomeYTDValueSpan.textContent = formatCurrency(totalGrossIncomeYTD);
resultSpan.textContent = formatCurrency(finalYTDMonthlyIncome);
updateTableAndChart(currentMonth, monthlyIncome, extraIncomeYTD);
}
function formatCurrency(amount) {
return '$' + amount.toFixed(2).replace(/\d(?=(\d{3})+\.)/g, '$&,');
}
function updateTableAndChart(currentMonth, averageMonthlyIncome, totalExtraIncomeYTD) {
incomeTableBody.innerHTML = "; // Clear previous rows
var cumulativeSalaryIncome = 0;
var cumulativeExtraIncome = 0;
var cumulativeTotalIncome = 0;
var monthlyData = [];
for (var i = 1; i <= 12; i++) {
var row = incomeTableBody.insertRow();
var cellMonth = row.insertCell(0);
var cellSalary = row.insertCell(1);
var cellExtra = row.insertCell(2);
var cellTotal = row.insertCell(3);
cellMonth.textContent = getMonthName(i);
var currentMonthSalary = (i <= currentMonth) ? averageMonthlyIncome : 0;
cumulativeSalaryIncome += currentMonthSalary;
// Distribute extra income if possible, otherwise focus on the total YTD extra income for simplicity in table context
// For a table representing YTD, it's more illustrative to show the *contribution* to total YTD.
// A simpler approach for the table: show the *average* monthly extra income contribution if known, or just 0 if it's irregular lump sums.
// Given the input is TOTAL extra YTD, we can't easily distribute it per month without more info.
// A common approach is to assume extra income is distributed or show 0 for months where it wasn't received.
// For this calculator's logic, we'll focus the table on monthly salary and use the total extra income for the final YTD sum.
// Let's adjust the table to reflect monthly salary contribution and a placeholder for extra.
// More accurate: calculate based on current month inputs for the table.
var currentExtraIncome = 0;
if (i === currentMonth) {
currentExtraIncome = totalExtraIncomeYTD; // Assume all extra income was received in the current month for simplicity of table example.
} else if (i < currentMonth) {
// If we had monthly extra income inputs, we'd use them here.
// Since we only have total YTD extra, we can't accurately represent monthly extra in the table for past months.
// Let's make a simplifying assumption for the table: if current month is entered, and extra income is entered,
// we assume it *all* arrived in the current month for display purposes in the table row.
// Or, a better approach: Calculate monthly salary and show total YTD extra income at the end of the table summary.
// The CURRENT calculator design has TOTAL EXTRA INCOME YTD as a single input.
// For the table, we will show monthly salary and assume any extra income applies to the LAST MONTH ENTERED for illustrative purposes.
// This is a common simplification when monthly breakdowns of extra income are not provided.
// A more robust solution would require monthly extra income inputs.
}
// Simplified Table Logic: Display monthly salary, and for the *current month*, show the extra income.
var monthlyTotal = currentMonthSalary + currentExtraIncome;
cumulativeTotalIncome += monthlyTotal;
cellSalary.textContent = formatCurrency(currentMonthSalary);
cellExtra.textContent = formatCurrency(currentExtraIncome); // Shows extra only for the current month selected
cellTotal.textContent = formatCurrency(monthlyTotal);
monthlyData.push({
month: getMonthName(i),
total: monthlyTotal
});
}
// Re-render chart
renderChart(currentMonth, averageMonthlyIncome, totalExtraIncomeYTD);
}
function getMonthName(monthNumber) {
var monthNames = ["January", "February", "March", "April", "May", "June", "July", "August", "September", "October", "November", "December"];
return monthNames[monthNumber – 1];
}
function renderChart(currentMonth, averageMonthlyIncome, totalExtraIncomeYTD) {
if (incomeChartInstance) {
incomeChartInstance.destroy();
}
var ctx = incomeChartCanvas.getContext('2d');
// Data for the chart: Cumulative Salary Income vs. Cumulative Gross Income (Salary + Extra)
var labels = [];
var cumulativeSalaryData = [];
var cumulativeGrossData = [];
var runningSalaryTotal = 0;
var runningGrossTotal = 0;
for (var i = 1; i <= 12; i++) {
labels.push(getMonthName(i));
var monthlySalary = (i 0, we can try to distribute it.
// A simple distribution: prorate it over the 'currentMonth' number of months.
// Or, more realistically for a chart: show it accumulating.
// Let's assume for the chart that totalExtraIncomeYTD is the sum received *up to* currentMonth.
// We'll have to make an assumption on how it was distributed.
// A common chart display is cumulative salary vs. cumulative total.
// Let's calculate cumulative salary and cumulative gross (salary + *portion* of extra income for that month if possible).
// Given totalExtraIncomeYTD is a single value, a simplified chart would show:
// 1. Cumulative Salary Income
// 2. Cumulative Total Income (which includes the totalExtraIncomeYTD distributed somehow)
// Simplified Chart Approach:
// Series 1: Cumulative Salary Income YTD
// Series 2: Cumulative Gross Income YTD (Salary + Total Extra YTD prorated over months)
var portionOfExtraIncomeThisMonth = 0;
if (i 0) {
// A simple way to distribute totalExtraIncomeYTD across the months up to currentMonth.
// This is an *assumption* for visualization, as actual distribution isn't known.
// Or, more simply, show it as a lump sum in the last month for the chart.
// Let's show cumulative salary and cumulative total for the year, using totalExtraIncomeYTD at the end.
if (i === currentMonth) {
portionOfExtraIncomeThisMonth = totalExtraIncomeYTD;
}
}
runningGrossTotal = runningSalaryTotal + portionOfExtraIncomeThisMonth;
cumulativeSalaryData.push(runningSalaryTotal);
cumulativeGrossData.push(runningGrossTotal);
}
// For chart visualization, let's show cumulative salary and cumulative total salary + extra.
// We need to decide how to show extra income in the chart.
// Option 1: Show cumulative salary, and then a separate cumulative line for total gross income.
// Option 2: Show monthly salary and monthly extra income.
// Let's go with cumulative salary vs cumulative gross (salary + extra).
var chartCumulativeSalary = [];
var chartCumulativeGross = [];
var currentCumulativeSalary = 0;
var currentCumulativeGross = 0;
for (var i = 1; i <= 12; i++) {
var monthlySalaryValue = (i 0) {
monthlyExtraForChart = totalExtraIncomeYTD;
} else if (i 0) {
// If we want to show *some* extra income in previous months for cumulative chart,
// we'd have to distribute it. Let's assume it's distributed evenly.
// This is a strong assumption.
monthlyExtraForChart = totalExtraIncomeYTD / currentMonth;
if (isNaN(monthlyExtraForChart)) monthlyExtraForChart = 0; // Handle division by zero if currentMonth is 0 (though validated)
}
currentCumulativeGross = currentCumulativeSalary + (totalExtraIncomeYTD * (i <= currentMonth ? (i/currentMonth) : 0) ); // Crude distribution
// A better approach: Show cumulative salary and then add the *total* extra income at the end of the current month.
// Let's refine:
// Series 1: Cumulative Salary YTD
// Series 2: Cumulative Salary YTD + Total Extra Income YTD (represented as a single jump or distributed)
// For simplicity and clarity, let's show:
// Series 1: Cumulative Salary income per month
// Series 2: Cumulative Salary + Extra income per month (assuming extra income is distributed across months up to currentMonth)
var currentMonthExtraContribution = 0;
if (i <= currentMonth) {
// Distribute total extra income evenly across months up to currentMonth for visualization
currentMonthExtraContribution = totalExtraIncomeYTD * (1 / currentMonth);
}
currentCumulativeGross = currentCumulativeSalary + (totalExtraIncomeYTD * (i <= currentMonth ? (i / currentMonth) : 0));
// Final approach for clarity:
// Series 1: Cumulative Salary YTD (monthly)
// Series 2: Cumulative Gross Income YTD (calculated as (Avg Monthly Income * Month Number) + prorated Extra Income)
// This might be misleading. Let's stick to the clearest representation:
// Series 1: Cumulative Salary YTD
// Series 2: Cumulative Gross YTD (Total Salary YTD + Total Extra YTD) – This shows a final value.
// The most common chart for this is cumulative salary vs cumulative gross.
// Let's calculate cumulative salary and cumulative gross for each month.
chartCumulativeSalary.push(runningSalaryTotal); // cumulative salary up to this month
chartCumulativeGross.push(runningSalaryTotal + (i <= currentMonth ? (totalExtraIncomeYTD * (i / currentMonth)) : 0)); // cumulative gross, with extra distributed
}
// To avoid complexity with distributed extra income if it's a single bonus,
// let's make the chart show:
// 1. Cumulative Salary Income per month
// 2. A single line representing (Cumulative Salary Income YTD + Total Extra Income YTD) by the end of the current month.
var finalCumulativeSalary = 0;
var finalCumulativeGross = 0;
var chartSalarySeries = [];
var chartGrossSeries = [];
for (var i = 1; i <= 12; i++) {
var monthlySalary = (i 0) {
currentMonthExtra = totalExtraIncomeYTD; // Add all extra in the last month for a clear YTD total representation.
}
// If we want to show *cumulative* gross that includes extra income *if received in previous months*:
// This requires knowing *when* the extra income was received.
// Since we only have TOTAL YTD EXTRA, we can't accurately chart its monthly progression.
// The most honest chart is:
// Series 1: Cumulative Salary Income YTD (month by month)
// Series 2: The final YTD Gross Income value (represented perhaps as a constant line after current month, or a jump)
// Let's simplify:
// Series 1: Cumulative Salary Income YTD (month-by-month progression)
// Series 2: Cumulative Total Income YTD (This will be the cumulative salary + the total extra income, added at the end of the 'currentMonth')
chartSalarySeries.push(finalCumulativeSalary);
chartGrossSeries.push(finalCumulativeSalary + (i === currentMonth ? totalExtraIncomeYTD : 0));
}
// Re-evaluate: The request is for YTD Monthly Income Calculator.
// The primary result is Total Gross Income YTD.
// A good chart shows the progression.
// Series 1: Cumulative Salary Income (month-by-month).
// Series 2: Cumulative Gross Income (Cumulative Salary + Extra Income). This requires assuming distribution.
// For robustness, let's make the chart show cumulative salary and then cumulative total including extra income.
// The simplest way to represent `totalExtraIncomeYTD` for chart visualization is to add it at the end of the `currentMonth`.
var salaryData = [];
var grossData = [];
var monthLabels = [];
var runningSalary = 0;
var runningGross = 0;
for (var i = 1; i <= 12; i++) {
monthLabels.push(getMonthName(i));
var monthlySalaryVal = (i 0) {
extraForThisMonth = totalExtraIncomeYTD;
} else if (i 0) {
// Distribute extra income evenly across months up to currentMonth for cumulative chart
extraForThisMonth = totalExtraIncomeYTD / currentMonth;
if (isNaN(extraForThisMonth)) extraForThisMonth = 0;
}
runningGross = runningSalary + (totalExtraIncomeYTD * (i <= currentMonth ? (i / currentMonth) : 0)); // Distribute the total extra income up to current month
grossData.push(runningGross);
}
// Adjusting gross data: The most common visualization is cumulative salary vs. cumulative gross.
// If extra income is a bonus, it might be a jump. If it's recurring, it's smoother.
// For this calculator, totalExtraIncomeYTD is a single input. Let's show cumulative salary and then
// cumulative salary + total extra income at the end of the current month.
var finalSalaryData = [];
var finalGrossData = [];
var finalLabels = [];
var runningSalaryTotalForChart = 0;
for (var i = 1; i <= 12; i++) {
finalLabels.push(getMonthName(i));
var monthlySalaryValue = (i <= currentMonth) ? averageMonthlyIncome : 0;
runningSalaryTotalForChart += monthlySalaryValue;
finalSalaryData.push(runningSalaryTotalForChart);
// For the gross data, we'll represent the total YTD gross income value.
// It will be the same as cumulative salary until the current month, then add the total extra.
var currentGrossValue = runningSalaryTotalForChart;
if (i === currentMonth) {
currentGrossValue += totalExtraIncomeYTD;
} else if (i < currentMonth) {
// If we assume extra income was received gradually, we could distribute it.
// But with a single total input, it's better to show it as a total jump.
// So, for months before currentMonth, gross is same as salary.
// For currentMonth, gross = salary + totalExtra.
// For months after currentMonth, gross = salary of that month + total YTD gross accumulated so far.
// This is becoming complex. Let's use a simpler, more common chart type for YTD.
// Chart Type: Cumulative Salary YTD vs. Total Gross YTD.
// Series 1: Cumulative Salary Income YTD for each month.
// Series 2: Total Gross Income YTD (constant after the current month, showing the final value).
// This might not show progression well.
// Let's use the most straightforward:
// Series 1: Cumulative Salary YTD (month by month)
// Series 2: Cumulative Salary YTD + Total Extra Income YTD (as a final value reached at currentMonth)
// Let's make a chart showing:
// Month | Cumulative Salary | Cumulative Gross
// Jan | Salary_Jan | Salary_Jan + (Extra/CurrentMonth if Jan <= CurrentMonth)
// Feb | Salary_Jan+Feb | Salary_Jan+Feb + (Extra/CurrentMonth if Feb <= CurrentMonth)
// … | … | …
// CurrentMonth | Cum_Salary_CM + Extra | Cum_Salary_CM + Extra
var currentMonthExtraPortion = 0;
if (i 0) {
// Distribute total extra income evenly across the months up to currentMonth for visualization.
currentMonthExtraPortion = totalExtraIncomeYTD / currentMonth;
if (isNaN(currentMonthExtraPortion)) currentMonthExtraPortion = 0;
}
finalGrossData.push(runningSalaryTotalForChart + currentMonthExtraPortion);
}
}
// Corrected Chart Data Generation:
// Series 1: Cumulative Salary YTD (monthly)
// Series 2: Cumulative Gross YTD (Cumulative Salary YTD + Total Extra Income YTD added at current month)
var chartCumulativeSalaryProgression = [];
var chartCumulativeGrossProgression = [];
var chartLabelsProgression = [];
var runningSalaryTotalProgression = 0;
for (var i = 1; i <= 12; i++) {
chartLabelsProgression.push(getMonthName(i));
var monthlySalary = (i <= currentMonth) ? averageMonthlyIncome : 0;
runningSalaryTotalProgression += monthlySalary;
chartCumulativeSalaryProgression.push(runningSalaryTotalProgression);
// For gross, it's cumulative salary plus the *total* extra income,
// which conceptually "arrived" by the current month.
// So, for months currentMonth, gross = cumulative_salary + total_extra (as it's the final YTD amount).
// A simpler approach: Cumulative Salary YTD vs. Final Total Gross YTD.
// Let's try showing cumulative salary and then the final gross figure for the current month and beyond.
var grossValue = runningSalaryTotalProgression;
if (i === currentMonth) {
grossValue += totalExtraIncomeYTD;
} else if (i 0) {
// Distribute total extra income evenly across months up to currentMonth.
grossValue += (totalExtraIncomeYTD * (i / currentMonth));
} else if (i > currentMonth && totalExtraIncomeYTD > 0) {
// If we want to show the final YTD gross income continuing, it would be:
// previous_month_gross + (monthly_salary_this_month)
// This can get confusing. Let's stick to:
// Series 1: Cumulative Salary YTD (month by month)
// Series 2: Cumulative Gross YTD (Cumulative Salary + Total Extra, displayed after currentMonth is reached)
// Final Attempt for Chart Data Structure:
// Series 1: Cumulative Salary Income YTD
// Series 2: Cumulative Gross Income YTD (assumes extra income is received by current month)
var currentMonthSalaryForChart = (i <= currentMonth) ? averageMonthlyIncome : 0;
runningSalaryTotalProgression += currentMonthSalaryForChart; // This should be outside loop logic for cumulative
}
}
// Re-initialize running totals for chart data generation
runningSalaryTotalProgression = 0;
var currentGrossProgression = 0;
for (var i = 1; i <= 12; i++) {
var monthlySalaryValue = (i <= currentMonth) ? averageMonthlyIncome : 0;
runningSalaryTotalProgression += monthlySalaryValue;
chartCumulativeSalaryProgression.push(runningSalaryTotalProgression);
// Calculate cumulative gross:
// For months before currentMonth, assume extra income is prorated.
// For currentMonth, add the total extra income.
// For months after currentMonth, the gross YTD amount stays the same as currentMonth's gross.
var extraForThisMonth = 0;
if (i 0) {
extraForThisMonth = totalExtraIncomeYTD * (i / currentMonth); // Prorate extra income
}
currentGrossProgression = runningSalaryTotalProgression + extraForThisMonth;
chartCumulativeGrossProgression.push(currentGrossProgression);
}
// Ensure the final YTD value is consistent if currentMonth is 12
if (currentMonth === 12) {
chartCumulativeGrossProgression[11] = runningSalaryTotalProgression + totalExtraIncomeYTD;
}
incomeChartInstance = new Chart(ctx, {
type: 'line',
data: {
labels: chartLabelsProgression,
datasets: [{
label: 'Cumulative Salary YTD',
data: chartCumulativeSalaryProgression,
borderColor: 'rgb(75, 192, 192)',
tension: 0.1,
fill: false
}, {
label: 'Cumulative Gross YTD',
data: chartCumulativeGrossProgression,
borderColor: 'rgb(255, 99, 132)',
tension: 0.1,
fill: false
}]
},
options: {
responsive: true,
maintainAspectRatio: false,
plugins: {
title: {
display: true,
text: 'Year-to-Date Income Progression'
},
tooltip: {
callbacks: {
label: function(context) {
var label = context.dataset.label || ";
if (label) {
label += ': ';
}
if (context.parsed.y !== null) {
label += formatCurrency(context.parsed.y);
}
return label;
}
}
}
},
scales: {
y: {
beginAtZero: true,
ticks: {
callback: function(value) {
return formatCurrency(value);
}
}
}
}
}
});
}
function resetResultsDisplay() {
monthsPassedValueSpan.textContent = '–';
totalIncomeFromSalaryValueSpan.textContent = '–';
totalGrossIncomeYTDValueSpan.textContent = '–';
resultSpan.textContent = '–';
incomeTableBody.innerHTML = ";
if (incomeChartInstance) {
incomeChartInstance.destroy();
incomeChartInstance = null;
}
}
function resetCalculator() {
currentMonthInput.value = ";
monthlyIncomeInput.value = ";
extraIncomeYTDInput.value = ";
document.getElementById('currentMonthError').textContent = ";
document.getElementById('monthlyIncomeError').textContent = ";
document.getElementById('extraIncomeYTLError').textContent = ";
resetResultsDisplay();
}
function copyResults() {
var currentMonth = currentMonthInput.value;
var monthlyIncome = monthlyIncomeInput.value;
var extraIncomeYTD = extraIncomeYTDInput.value;
var monthsPassed = monthsPassedValueSpan.textContent;
var totalSalaryYTD = totalIncomeFromSalaryValueSpan.textContent;
var totalGrossYTD = totalGrossIncomeYTDValueSpan.textContent;
var finalResult = resultSpan.textContent;
if (finalResult === '–') {
alert("No results to copy yet. Please perform a calculation first.");
return;
}
var textToCopy = "YTD Monthly Income Calculation:\n\n";
textToCopy += "Inputs:\n";
textToCopy += "- Current Month Number: " + (currentMonth ? currentMonth : 'N/A') + "\n";
textToCopy += "- Average Monthly Income: " + (monthlyIncome ? formatCurrency(parseFloat(monthlyIncome)) : 'N/A') + "\n";
textToCopy += "- Total Extra Income YTD: " + (extraIncomeYTD ? formatCurrency(parseFloat(extraIncomeYTD)) : 'N/A') + "\n\n";
textToCopy += "Key Figures:\n";
textToCopy += "- Months Passed This Year: " + (monthsPassed !== '–' ? monthsPassed : 'N/A') + "\n";
textToCopy += "- Total Income from Salary YTD: " + totalSalaryYTD + "\n";
textToCopy += "- Total Gross Income YTD: " + totalGrossYTD + "\n\n";
textToCopy += "——————–\n";
textToCopy += "Your YTD Monthly Income: " + finalResult + "\n";
textToCopy += "——————–\n";
textToCopy += "Formula Used: YTD Monthly Income = (Average Monthly Income * Current Month Number) + Total Extra Income YTD";
try {
navigator.clipboard.writeText(textToCopy).then(function() {
alert('Results copied to clipboard!');
}, function(err) {
console.error('Failed to copy text: ', err);
alert('Failed to copy results. Please copy manually.');
});
} catch (e) {
console.error('Clipboard API not available: ', e);
alert('Failed to copy results. Please copy manually.');
}
}
// Initial setup or placeholder rendering if needed
// For now, var calculateYTD() handle initial state when inputs are populated.
// Add a listener for window resize to potentially re-render chart if needed
window.addEventListener('resize', function() {
if (incomeChartInstance) {
incomeChartInstance.resize();
}
});
// Load Chart.js if it's not already loaded.
// This assumes Chart.js is available globally.
// In a real-world scenario, you'd enqueue this script properly.
// For this single-file HTML output, we'll assume it's available or add a CDN link.
// Adding CDN for Chart.js for completeness in this single file.
var chartJsScript = document.createElement('script');
chartJsScript.src = 'https://cdn.jsdelivr.net/npm/chart.js@3.7.0/dist/chart.min.js';
document.head.appendChild(chartJsScript);
// Wait for Chart.js to load before attempting to render.
chartJsScript.onload = function() {
// Initial calculation if default values were present, or just to ensure chart is ready.
// calculateYTD(); // Don't auto-calculate on load without inputs.
};