Net Worth
Latest activity
View all โบNeeds attention
View all โบ๐ Finance details
โพ๐ Balance trends 90 days
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๐ฐ Wealth score
Allocation
View all โบโก Assistant nudges
Assets & Liabilities
Budgets this month
โฐ Tasks & Reminders
All โบFrom your Gmail
Documents on file
Categories
Task List
๐ Property
๐ Vehicles
๐ Other physical assets
๐ Parse loan statement / interest certificate
๐งฎ EMI calculator
free ยท no sign-inโก Quick add โ AI parse
๐ต Cash wallet
๐ Grocery list
๐ฅ Import Excel / CSV
Money
Coming up
Spent
Activity
Add transaction
Recurring payments
Cards
๐งฎ Calculators
free ยท works offlineLoyalty programs
Insurance policies
Credit score history
Document Vault
๐ก๏ธ Warranties
๐ Private vault โ files stay on your own server.
๐ Find anything
โจ Assistant
private ยท on your serverโ๏ธ Today
โฐ Due today
๐ณ Hitting you today
โก Nudges
๐ Bills ยท EMIs ยท SIPs ยท Occasions
๐ Garage
โฝ Fuel log
๐ง Service & PUC dues
๐งน Monthly help & payments
๐ Birthdays & anniversaries
๐ ESPP / RSU vesting
๐จโ๐ฉโ๐ง Family members
๐ Password Vault
Net worth trend
Asset allocation
๐ฏ Set target allocation (drift alerts)
Returns (XIRR / TWR)
๐ What changed this month
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๐ฉบ Wealth Check-up
One tap โ net worth, winners vs laggards, drift, tax room, hygiene.
๐ธ Dividends & interest
๐ Statement import
Upload a broker RSU/ESPP/stock statement (Fidelity, J.P. Morgan, Morgan Stanley, Computershare, E*TRADE, Schwab) or a CAMS/NSDL CAS PDF. We parse holdings locally โ nothing leaves your server.
๐ก๏ธ Nominee binder
Tap an asset to set/change its nominee. Insurance nominees come from each policy.
Tax summary
๐ง Micro-transaction leaks 30 days
๐ฎ Retirement projections
๐ฅ FIRE calculator
๐งพ Tax tracker
๐ Capital gains
๐ Benchmark vs Nifty 50
๐ฎ What-if planner
๐ Year in Review
๐ฎ 4-week cashflow forecast
๐ค Interesting numbers 365 days
Family view
Goals
Monthly budgets
๐ Today's doses
๐ Medications
๐ฉบ Vitals last 30 days
๐ฝ๏ธ Today's meals
๐ง Hydration
๐ Fitness
๐งช Lab reports
auto-range checking+ Add report (PDF upload or paste)
๐ Body signals
Correlations build once you log pairs for 5+ days (e.g. sleep + fasting glucose).
โค๏ธ Health = wealth
Health Connect sync (steps, sleep, heart rate from Mi Fitness) arrives with the Android app build. Log readings here in the meantime โ they merge into the same history.
๐ก๏ธ Security
๐๏ธ Data & account
Google account (Drive + Gmail)
One-time setup: in Google Cloud Console โ Credentials, create an OAuth Client ID (Web application) and add this as an Authorized redirect URI:
โ๏ธ Platform
Telegram notifications
Create a bot with @BotFather โ copy the token. Then message your bot once and get your chat id from @userinfo_bot.
Categories
Custom categories appear in every picker, the donut and budget lists with their own colors. Defaults can't be deleted.
Export & backup
Your data, your files. CSV opens in Excel; the JSON backup contains everything (transactions, reminders, subscriptions, accounts, goals, budgets, documents metadata, insurance) for a full restore or migration.
Auto-categorization rules
When a transaction's note matches a pattern, it's auto-categorized on import, SMS parse and quick add. The engine also learns: re-categorize any transaction and a rule is created from its note. Longest pattern wins.
๐ App lock (PIN)
Ask for a 4-6 digit PIN every time the app opens. Stored server-side as a bcrypt hash.
Privacy & consent (DPDP)
Your data lives only on your own server (SQLite file). No ads, no third-party analytics, no data sharing. Documents go to your own Google Drive only if you connect it. You can export or wipe everything anytime.
Mobile app
Open this site in Chrome (Android) โ menu โ Add to Home screen, or Safari (iPhone) โ Share โ Add to Home Screen. It installs as an app with its own icon and offline shell.