My Dashboard
My Financial Position (estimated through selected month)
Balances use recorded entries, not bank statements. Unassigned transactions are excluded from account balances. Net position = cash and bank balances minus credit card amounts owed; it does not include loans or other debts.
Income
Rs. 0Paid expenses
Rs. 0Income minus expenses
Rs. 0Pending payments
Rs. 0Upcoming this month
Rs. 0Monthly recurring commitments
Rs. 0My Accounts
Add cash, bank accounts and credit cards. For a credit card, opening amount means what you already owe. Older transactions remain Unassigned until edited.
| Account | Type | Opening | Actions |
|---|
Balances include paid entries through the selected month. Estimates only; not bank-confirmed.
Payment Calendar
Scheduled, pending and paid recurring payments for the selected month. Click a date to see its payments.
Paid
Pending
Upcoming
Select a day to see payment details.
Transfer Money / Pay Credit Card
Transfers are not expenses. A credit card repayment reduces what you owe without counting the original purchase again.
| Date | From | To | Amount | Note | Actions |
|---|
Add a Transaction
Recurring Payments
Rules create entries when you open this app on or after their scheduled date. Automatic means assumed paid, not bank-confirmed.
| Description | Amount | Day | Mode | Status | Actions |
|---|
Transaction History
| Date | Description | Account | Category | Type | Status | Amount | Actions |
|---|
No transactions match your filters for this month. Try clearing the search or changing the month.
Expenses by Category
No expenses recorded for this month yet. Add a transaction to get started.
Settings & Categories
Choose your budget style and categories. Switching modes hides or shows features; it does not delete your data.
Currency selection changes the display only; existing amounts are not converted.
Expense categories
Income categories
Removing a category from future choices does not erase past transactions.
Backup
Download a private JSON backup before upgrades or major edits.
Storage & Sync
Local data saves automatically in this browser.
Cloud sync needs an account and internet. Keep a backup before switching modes. Do not use the same cloud budget simultaneously on multiple devices; this prototype does not merge conflicting edits.