Dashboard
Savings goals
Net worth trend
Monthly income vs expense
Cumulative savings trend
Expense breakdown
Investment allocation
Income sources
Top category trends, month by month
Gain / loss by holding
Month-by-month breakdown
| Month | Income | Expense | Net | Entries | Status |
|---|
Transactions
Quick add — press N from anywhere to jump here
| Date | Type | Category | Description | Payment | Amount |
|---|
Credit Card
Tracked separately — won't double-count your bill payment.
Your cards
Quick add
Import a statement
Auto-categorizes each purchase. Payments/refunds are skipped.
or paste CSV text below
Where it goes — category breakdown
Monthly card spend
| Date | Card | Category | Description | Amount |
|---|
Recurring expenses
Add recurring item
| Name | Category | Amount | Frequency | Annual cost | Status | Due day | This month |
|---|
Investments
Update price to refresh gain/loss.
Add holding
Prices update manually — edit one, or bulk-update below.
Import holdings from broker/MF statement
Import from Zerodha, Groww, Upstox, etc.
| Instrument | Type | Qty | Buy | Current | Invested | Value | Gain/Loss |
|---|
Settings
Auto-categorization rules (used when importing a statement or credit card bill)
| Keyword | Category |
|---|
Categories
Income categories
Expense categories
Monthly budgets (per expense category, applied every month)
0 = no budget for that category.
| Category | Monthly budget (₹) |
|---|
Security
Theme
Reports
Print or save as PDF.
Data
Data stays in this browser only. Back up regularly.