Dashboard

Total Portfolio Value
₹0
Invested: ₹0
Total P&L
₹0
0.00%
This Month Expenses
₹0
Budget: ₹0
Monthly Income (Div/Int)
₹0
This month
Portfolio Allocation
Monthly Expenses (12 months)
Top Holdings
NameCategoryQty Avg PriceCurrent PriceInvested Current ValueP&LP&L %
Loading...
AssetCategorySymbolQty Avg BuyCurrentChange InvestedValueP&LP&L%Actions
Loading...
DateTypeNameSymbol QtyPriceTotalBrokerageNotes
Loading...
Month Total
₹0
Monthly Budget
₹0
Budget Used
0%
Spending by Category
Daily Spending
DateCategoryDescription AmountPaymentActions
Loading...

Import Bank Statement (CSV)

Upload your bank statement CSV to auto-import expenses. Supports HDFC, SBI, ICICI, Axis Bank, and generic CSV formats.

CSV Format Tips

Make sure your CSV has column headers. For HDFC: Date, Narration, Debit, Credit. For SBI: Txn Date, Description, Debit, Credit. For generic, ensure columns named "date" and "amount" or "debit" exist.

App Settings