Dashboard 👋
Here's your financial snapshot
Monthly Income
₹0
—
Total Spent
₹0
0% of income
Net Savings
₹0
0% savings rate
Total Outstanding
₹0
Across all liabilities
Spending Trend
By Category
Recent Transactions
View allNo transactions yet. Add your first one!
Financial Health
—
Savings Rate—
Debt Ratio—
Budget Control—
Add your income and expenses to see your financial health score.
Transactions
All your income and expense records
| Date | Description | Category | Type | Amount |
|---|
Analytics
Deep dive into your spending patterns
Monthly Income vs Expense
Category Breakdown
Daily Spending Heatmap
Savings Rate Over Time
Budgets
Set monthly spending limits per category
Total Budgeted
₹0
Total Spent
₹0
Remaining
₹0
Over Budget
0
No budgets set yet.
Savings Goals
Define targets, track progress, stay on course
Total Goal Value
₹0
Total Saved
₹0
On Track
0
Avg Completion
0%
No goals yet.
Loans & EMIs
Track all liabilities and repayment progress
Total Debt
₹0
Monthly EMI
₹0
Avg Interest Rate
0%
Debt-to-Income
0%
No loans added yet.
Recurring Payments
Subscriptions, rent, SIPs, and obligations
Monthly
₹0
Annual Total
₹0
Active
0
Due This Week
0
No recurring payments added yet.
Net Worth
Assets minus liabilities — your true financial position
Your Net Worth
₹0
Add assets and liabilities to see your position
Assets
₹0
No assets added yet.
Liabilities
₹0
Loans auto-appear here.
Asset Allocation
Insights
Behavioural finance nudges and spending intelligence
Historical Ledger
Complete record grouped by month
Import Transactions
Upload a bank statement (CSV) or salary slip / invoice (PDF) — review and edit before saving
1Upload File
2Map Columns
3Review & Edit
4Save
Drop your file here
or click to browse
CSV
PDF
XLS / XLSX
Bank Statement CSV
Download from your bank's netbanking portal. Works with HDFC, ICICI, SBI, Axis, Kotak, Yes Bank, and any CSV format. Auto-detected.
Salary Slip PDF
Upload your salary slip PDF. Finio will extract gross pay, deductions, and net salary. You can edit any field before saving.
Invoice / Receipt PDF
Upload any invoice or receipt PDF. Finio will attempt to extract vendor name, date, and total amount for quick transaction entry.