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Finance Manager

  • Add entry for incoming and outgoing money (credit/debit selection)
  • Show total net liquid money
  • Show investment totals separately
  • Show net worth dashboard (liquid + investments combined)
  • Choose categories for transactions (Mutual Fund, FD, bank, salary credit, etc.)
  • Ability to tag specific sources like MF, FD, or bank app names
  • Salary credit tracker
  • Monthly lump sum expense logging that reflects on dashboard
  • Monthly recurring expense reflection in dashboard timeline
  • Goal tracker with image + money required
  • Auto calculation of shortfall for each goal
  • Estimate how many years/months it will take based on current earnings
  • Show affordability insights (can I purchase this or not)
  • Smart purchase decision assistant
  • Option to choose debit/credit for every entry
  • Saving jars/buckets system (Travel jar, Health jar, etc.)
  • Attach expenses to jars
  • Track jar goals based on spending and contributions
  • Track progress of each jar toward targets
  • Notify if purchase impacts jar goals
  • Simple UI to add goals, jars, and amounts
  • Affordability inspiration similar to apps like MyFitnessPal style insights but for finance
  • Investment selection similar to categories found in apps like Groww or CRED, for tagging
  • Support photo upload for goals and jars
  • Dashboard insight engine that explains how a purchase may impact savings or goals