Dashboard
Overview of your finances
Total Transactions
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All time
Expenses
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Excl. investments
Income
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Credits this month
Invested
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This month
Spending by Category
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Recent Transactions
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Add Transaction
Classify and save via text, screenshot, or PDF
Tap to choose or drag & drop
Tap to choose or drag & drop a PDF
Automation Workflows
Manage your n8n ingestion pipelines
🔗 Open n8n Editor
Build and manage your automation workflows. Opens in a new tab — you'll be prompted for your admin credentials.
Open n8n ↗⚡ Active Workflows
Pipelines currently running on your server.
Email Bank Alerts
IMAP poller — HDFC / SBI / ICICI
Classify via Mistral
OCR + Ollama local LLM pipeline
CSV Import
Webhook-based bulk import
Investments
Portfolio overview — prices refreshed daily at 4 pm IST
Portfolio Value
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Current market value
Holdings
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Active positions
Mutual Funds
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of portfolio
Stocks & ETFs
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of portfolio
Portfolio Value
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Allocation by type
Holdings
| Name ↕ | Qty ↕ | Price ↕ | Value ↓ |
|---|---|---|---|
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Add Holding
Describe your holding naturally — e.g. "150 shares of Ashok Leyland on NSE" or "500 units HDFC Flexi Cap scheme code 119551". Current price is fetched automatically.