Closing Net Worth0Closing household position

Total Income0Selected financial year

Total Expenses0Selected financial year

Total Savings0Income less expenses

Savings Rate0%Savings as a share of income

Year-On-Year

Closing Balances & Annual Summary

Only enabled accounting periods are shown in this dashboard report.

Year	Opening Net Worth	Income	Expense	Savings	Closing Net Worth	Savings % of Income	YOY Increase in Income	YOY Increase in Networth	Action

No accounting periods are enabled for dashboard year-on-year reporting.

Cashflow

Cash Flow Statement

Assign account heads to cashflow groups in Master Data to see the cash flow statement.

Investment Report

Asset / Liability Class Summary

System years with balance data update automatically; manual prior years can be added for earlier history.

Investment allocation chart will appear once selected-year class balances are available.

Investment report will appear once classes or manual years exist.

Net Worth Trend

Closing Net Worth Trend

Risk Report

Risk Summary

Closing net worth trend will appear once year-on-year rows are available.

Expenses

Monthly Income vs Expense Trend

Budget Tracker

Budget vs Actual

Budget performance will appear once budgets or actual transactions are available.

Budget Tracker

Top Expense Categories

#	Category	Actual	Budget	Variance	Used

Expense categories will appear once budgets or actual transactions are available.

Activity

Recent Transactions

Doc No	Details	Amount

Recent transactions will appear here.

Savings Trend

% of Income Savings Trend

Savings trend will appear once year-on-year savings percentages are available.

Ledger Period

Transaction Month View

Month View

Transactions

Add Transaction

Every save updates all signed-in devices in realtime.

Date Type Category

Account Amount Notes

Returns

Pending Refunds

0 pending

Pending refund cases for the selected year and month will appear here.

Ledger

Transactions

Doc No	Date	Type	Category	Account / Flow	Amount	Status	By	Actions

No transactions yet. Add the first one and it will appear live for both users.

Mobile Entry

Quick Entry

Tap common accounts and categories for faster phone entries.

Date

Type

Frequent Categories

31 March Closing Balances

Selected financial year closing balances.

Account	Account Head	31 March Closing

Closing balances will appear here once accounts, transactions, or closing data exist.

Year-On-Year

Balance Summary

Year	Opening Net Worth	FY Movement	Closing Net Worth

Year-on-year balance summary will appear here once accounting periods are enabled.

Balance Report

Account Head Summary

Income & Expense Period

Report Month View

Month View

Income 0

Expense 0

Savings 0

Breakdown

Income & Expense by Category

▼ Expense

Category Amount

▲ Income

Category Amount

Summary

Income & Expense Overview

Monthly income, expense, savings, and savings rate for the selected financial year.

Monthly Trend

Month	Income	Expense	Savings	% Savings

Year-On-Year

Category Amount Summary

Shows actual category-wise income and expense by enabled financial year.

Income

Income By Year

Income category rows will appear here once years and categories are available.

Expense

Expense By Year

Expense category rows will appear here once years and categories are available.

Income Budget vs Actual by Category

Category	Budget (₹)	Actual (₹)	Variance (₹)	Used %	Progress

Income budget rows will appear once categories, budgets, or actuals exist.

Expense Budget vs Actual by Category

Expense Type

Category	Budget (₹)	Actual (₹)	Variance (₹)	Used %	Progress

Expense budget rows will appear once categories, budgets, or actuals exist.

Master Data

Manage Accounts

Income Categories

Select	Category	Actions

Expense Categories

Select	Category	Assignment	Actions

Account Heads

Select	Account Head	Actions

Asset / Liability Classes

Select	Asset / Liability Class	Actions

Risk Classes

Select	Risk Class	Actions

Profile

User Settings

Workspace

Household Settings

Downloads

Export Data

Download Excel workbooks for offline analysis and reconciliation.

Admin Automation

Scheduled Transactions

Create and manage recurring payments, transfers, and mixed schedules.

Schedule	Type	Frequency	Next Post On	Next Txn Date	Last Posted	Status	Actions

Saved schedules will appear here.

Potential Loan

Compute EMI

Estimate EMI and full monthly amortization before taking a loan. Nothing is saved.

Household Access

Access Management

Select a household to manage member permissions without opening its reports.

Select a household to manage member permissions here.

Name	Email	Role	Transactions	Master Data Edit	Schedules	Last Login

Select a household to manage its member permissions.

Admin Year Control

Financial Year Status

Choose the first financial year for accounting in this tool. Later years are rolled forward automatically; close or re-open years only to lock or unlock posting.

Financial Year	Status	Actions

Admin Month Control

Month Closing

Use month close to lock finished months in the selected financial year. Closed months stay available for reports, but only open months stay live outside the ledger to reduce reads.

Selected financial year month controls.

Month	Status	Actions

Admin

Registered Users

Block, unblock, remove access, or grant transaction and schedule permissions.

Name	Email	Household	Role	Reads*	Writes	Deletes	Last Login	Txn Controls	Schedules	Status	Failed Logins	Actions

Registered household users will appear here.

Reads are estimated app-open sessions, while writes and deletes track activity saved through this tool. Delete access removes the user from the currently opened household only.

Opening your finance workspace

Firebase Setup Needed

Sign in to continue

Create Or Join Household

Create Shared Workspace

Join With Invite Code

Open Household With One-Time Code

All Users And Households

Access Management

Closing Balances & Annual Summary

Cash Flow Statement

Asset / Liability Class Summary

Closing Net Worth Trend

Risk Summary

Monthly Income vs Expense Trend

Budget vs Actual

Top Expense Categories

Recent Transactions

% of Income Savings Trend

Transaction Month View

Add Transaction

Pending Refunds

Transactions

Quick Entry

31 March Closing Balances

Balance Summary

Account Head Summary

Report Month View

Income & Expense by Category

Income & Expense Overview

Category Amount Summary

Income By Year

Expense By Year

Income Budget vs Actual by Category

Expense Budget vs Actual by Category

Master Data Access

Manage Accounts

Income Categories

Expense Categories

Account Heads

Asset / Liability Classes

Risk Classes

Cashflow Configuration

User Settings

Household Settings

Export Data

One-Time Admin Access

Dashboard Accounting Periods

Import From Old Workbook

Scheduled Transactions

Clear All Finance Data

Compute EMI

Loan Schedule

Access Management

Financial Year Status

Month Closing

Registered Users