Expense/Debit entries auto-create an expense. Dividend entries auto-create income.
Import Preview — 0 rows
Total Invested
₹0
Total Withdrawn
₹0
Dividends Received
₹0
Net Investment Cost
₹0
(Debit+Credit) − (Dividend+Withdrawal)
Transactions
Date
Broker
FY
Description
Debit
Withdrawal
Dividend
Credit
No equity entries yet.
Total Invested
₹0
Current Value
₹0
Gain / Loss
₹0
Returns
0%
Add Stock Holding
Stock Holdings
Preview — 0 rows
Symbol
Date
Buy Price
Qty
Invested
Curr. Price
Curr. Value
Gain/Loss
Returns
No stock holdings yet.
Add Mutual Fund Holding
Mutual Fund Holdings
Preview — 0 rows
Fund
Date
Buy NAV
Units
Invested
Curr. NAV
Curr. Value
Gain/Loss
Returns
No mutual fund holdings yet.
Add Bond / Fixed Income
Bond Holdings
Preview — 0 rows
Name
Date
Buy Price
Qty
Invested
Coupon
Maturity
No bond holdings yet.
Admin Panel
Reports · Import · Export
Filters
Filter by Expense Category (all categories shown)
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Total Expenses
₹0
Transactions
0
Top Category
—
Expense by Category — Chart
Expense by Category — Breakdown
Category
Amount (₹)
Txns (click to view)
Share
No data for this period.
Top 10 Spends
No data for this period.
Filters
Filter by Income Category (all shown)
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Total Income
₹0
Transactions
0
Top Source
—
Income by Category — Chart
Income by Category — Breakdown
Category
Amount (₹)
Txns (click to view)
Share
No income data for this period.
Compare Two Periods
Select a specific Month + Year for each period, or pick a full Financial Year (April–March). FY options are populated from your data automatically.
Period A
Period B
Select at least one FY for each period
Comparison Chart
Side-by-side Breakdown
Category
Period A
Period B
Δ Change
Compare Income — Two Periods
Compare income between any two months or full financial years (April–March).
Period A
Period B
Select at least one FY for each period
Income Comparison Chart
Side-by-side Breakdown
Category
Period A
Period B
Δ Change
Manage Categories & Payment Methods
Edit your categories and payment methods directly below. Changes are saved to your browser and take effect immediately across the app. You can also paste in JSON from your categories.json or payment_methods.json files.
Live editor — one category per row
Paste a plain list or JSON
One category name per line, or paste a JSON file — both work.
Live editor — one income category per row
Paste a plain list or JSON
One income category per line, or paste JSON.
Live editor — one method per row
Paste a plain list or JSON
One method per line, or paste JSON — both work.
Live editor — one broker per row
Paste a plain list
One broker name per line.
Search & Delete Transactions
Search by Transaction ID, date, amount, category, or description across all expenses, income, and equity entries.
Type to search transactions
Select Financial Year
Leave as "All Years" to include everything
Change Category
Click a category to apply — changes save immediately