Dashboard
Budget vs Actual Expenses
Expense Breakdown
Monthly Expenses Trend
Monthly Budget Settings
Category Breakdown
| Category | Type | This Month | Monthly Avg | Budget | vs Budget | Total (All Time) | Txns |
|---|
Recent Transactions
| Date | Category | Description | Account | Amount |
|---|
Transactions
| Date | Type | Category | Description | Account | Amount | Actions |
|---|
Budget Overview
Monthly
Year Grid
Budget Utilization by Category
Budget vs Tracked (Stacked)
Detailed Breakdown
| Category | Type | Tracked | Budget | % Used | Remaining | Excess |
|---|
Goals & Plans
Completed Plans
| Plan | Items | Source | Planned | Actual Spent | Saved | Date Closed | Status |
|---|
Accounts & Wallets
Total Balance
-
Total in Savings
-
ICICI Virtual Sub-Accounts
How your ICICI balance is earmarked by purpose
Account Cash Flow
| Account | Balance | # Txns | Inflow | Outflow | Net Flow |
|---|
Bucket → Account Mapping
Which account holds which bucket's money.
| Bucket | Account | Monthly Amount | Purpose |
|---|
Manage Categories
Configure your budget categories. Changes apply to all future tracking.
| Color | Name | Type | Monthly Budget | Account | Description | Actions |
|---|
Glossary of Terms
| Term | What It Means |
|---|---|
| Fixed Savings | Money you don't touch. Long-term wealth building in HDFC bank + cash at home. |
| Vacation & Shopping Fund | Accumulates monthly (SBI). Used for family trips (2/year ~Rs.30k each), clothing, kitchen, furniture, household shopping. |
| Goal Fund (Sinking Fund) | Targeted savings for specific planned purchases like scooty, phone, or agreements. Rotate priority as needed. |
| Emergency Fund | Buffer for unplanned expenses: medical bills, repairs, sudden needs. Keep in easily accessible ICICI account. |
| Family Support | Monthly transfer to parents (mom & dad). Non-negotiable family obligation. |
| Gold/Silver | Precious metals investment for wealth diversification. Buy when profitable, accumulate monthly. |
| Pilgrimage Fund | Funded primarily from bonuses. For Umrah (1-2 years) and Hajj (5+ years). Separate from Vacation. |
| Stock Investment | Monthly stock market investment for long-term growth. |
| Monthly Expenses | All recurring costs: rent, groceries, bills, subscriptions, eating out, wife pocket money (Rs.5k). |
Backup & Restore
Backup & Restore
Export all your data as JSON backup or restore from a previous backup.