Dashboard Overview
Real-time consolidated net worth & financial summary as of today.
Time Travel Dial:
Total Net Worth
⚙️
₹0.00
Configurable Component Sum
Total Corpus
₹0.00
Manoj + Raji + Mother
Difference (NW - Corpus)
₹0.00
Reconciliation
Manoj Net Worth
₹0.00
Configurable
Liquid Savings
₹0.00
5 Bank Accounts
Broker Investments
₹0.00
MTM Equity + Cash
Total Credit Card Due
₹0.00
3 Credit Cards
Settlement
₹0.00
Calculating...
Corpus Pool Ratios
Total: ₹0.00
Financial Accounts Spectrum
Recent Transactions
| Date | Account | Particulars / Merchant | Category | Amount |
|---|
Accounts Spectrum
Savings, Credit Cards, Home Loans, Broker Accounts & Cash Wallet.
All Transactions Ledger
Inline editing, batch saving, and advanced multi-filtering.
Toggle Filters & Account Balances
Total Credit
₹0.00
Total Debit
₹0.00
Net Filtered
₹0.00
Row Count
0
Total rows: 0
Page 1 of 1
| Date | Amount (₹) | Account(s) | Type | Merchant | Category | Notes & Source Text | Paid By | Charged To | Corpus Owner | Actions |
|---|
Corpus & Virtual Pools
Ownership ratio tracking & Broker Investment PnL distribution engine.
Corpus Ledger History
| Event Date | Person | Event Type | Amount | Corpus Before | Corpus After | Notes |
|---|
Home Loans & Amortization Tracker
Track SBI Home Loans, principal balances & monthly EMI schedule.
Broker MTM & Cash Snapshots
Equity market value (MTM), unrealized PnL & uninvested broker cash.
Individual Broker Cash Balances
Uninvested cash across broker accounts.
Categories & Merchant Directory
Manage Expense Heads, Categories, Subcategories & Merchant auto-rules.
Expense Taxonomy Tree
Merchant Auto-Categorization Directory
| Merchant Name | Default Head | Default Category | Action |
|---|
Android Bank SMS Review Queue
Review incoming bank SMS notifications pushed from the Android app.
| SMS Date | Sender / Account | Raw SMS Text | Amount | Category | Corpus Owner | Paid By | Action |
|---|
Reports & Charts
Visualizations for Corpus, Monthly Expenses, and Categories
Settings & Database Backups
One-click SQLite WAL database backups & system settings.
Database Backup History
| Backup File | Size | Created Date | Action |
|---|
What-If Analytics
Simulate returns based on net worth constituents.
Effective Net Worth
₹0.00
Selected constituents sum
Simulation Parameters
Daily Return
₹0.00
0.00%
Monthly Return
₹0.00
0.00%
Total Computed Return
₹0.00
0.00%