Dashboard
Recent Activity
Budget Planner
Financial Goals
Subscriptions
Loans & Debt
Transaction History
System Onboarding Guide
Navigate to the Identity Settings (bottom of sidebar). Upload a profile photo and verify your name. This personalizes your entire dashboard and secures your local data vault.
Use the Quick Log on the dashboard. Switch between Expense and Income tabs. Select a category, enter the amount, and save. The Balance Card updates instantly.
In the Budgeting portal, define limits for categories like 'Food' or 'Entertainment'. The system monitors these in real-time—bars turn Red if you exceed 90%.
Add monthly bills to Recurring. Use the Pay Now button to officially post them as expenses. Use the Loans portal to track who you owe or who owes you—look out for Overdue badges.
The Insights Panel on the dashboard calculates a dynamic health score. A score above 70% indicates excellent financial discipline. Use the History portal to audit your full audit trail and search for specific past spends.
Identity Settings
Log out of your current session on this device.
Clearing your data will permanently delete all transactions, budgets, and goals.