Personal workspace Reviewed imports and edits are written to one tab per account. Each workspace can link its own spreadsheet. Workspace names separate local data; they are not passwords.
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At a glance
Spend by category
Excludes internal transfers, loans, and savings
Monthly income vs. spend
Grouped by calendar month, with the net alongside
Cash flow
Cumulative net movement within the selected period, starting at zero — not the bank balance
By type
Where every rupee is currently classified
Add an entry
New transactions land at the top of the ledger
Ledger
Search, category, and type filters apply to this table and its CSV export. Totals and charts use the account and month selected above.
Date
Account
Description
Type
Category
Debit
Credit
Import a statement
CSV, PDF or Excel bank statement — parsed, classified, and reviewed before it touches your ledger
Uncheck to review first. Password-protected files prompt when needed. Passwords stay on this device for this import only. All Excel worksheets are checked; likely duplicates are skipped.
No file chosen — accepts .csv, .pdf, .xlsx, .md, or a .json backup
Date
Description
Type
Category
Debit
Credit
Balance
Compare months
Uses the selected account
Changes in category spending
Top 10 by absolute change · positive means spending increased