Overview
Expenses Overview
Spending by Category
Recent Transactions
Net worth trend
Savings goals
Monthly income vs expense
Cumulative savings trend
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
| 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 (for imports)
| Keyword | Category |
|---|
Categories
Income categories
Expense categories
Monthly budgets (per category)
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.