Tip: To track physical cash (e.g., in your wallet), add it here as an account (e.g., "Cash Wallet"). When spending this cash, choose "Bank Account / Tracked Cash" as the payment method and select your "Cash Wallet" as the source. The "Cash (Un-tracked Pool)" payment method is for general cash expenses not tied to a specific tracked balance.
| Account Name | Starting Balance | Current Balance | Actions |
|---|
| Date | Category | Subcat. | Amount | Method | Source | Remarks | Actions |
|---|
| Date | Account/Card | Source | Amount | Actions |
|---|
| Category | Subcategory | Target | Spent (This Month) | Remaining | Progress | Actions |
|---|
| Category | Amount | % of Total |
|---|---|---|
| Total Planned Budget | ₹0.00 | |
| Need | ₹0.00 | 0% |
| Want | ₹0.00 | 0% |
| Savings | ₹0.00 | 0% |
| Card Name | Limit | Outstanding | Available | Bill Date | Due Date | Actions |
|---|
Download all your financial data and settings as a JSON file.
Warning: This will permanently delete all your financial data from this browser for your account. Settings will be preserved.
Welcome to the Finance Tracker! Here you can find some basic help and restart the introductory tour.
Click the red '+' button at the bottom right when you are on the 'Dashboard', 'Transactions', or 'Budget' tab. Then select 'Add Expense' or 'Add Income'. Fill in the details and save.
Navigate to the 'Accounts' tab (bottom navigation). Click the red '+' button to add. Use the pencil icon to edit an account's name or starting balance, or the dustbin icon to delete it (if not used in transactions).
Navigate to the 'Credit Cards' tab (from the side menu). Click the red '+' button to add a new card. You can set its limit, current outstanding, and optional bill/due dates. Use the pencil/dustbin icons on existing cards to edit/delete them. Card outstanding balance is automatically updated when you log expenses or income (refunds/payments) using that card.
Go to the 'Budget Planner' tab (from the side menu). Click the red '+' button to add a new budget item. Use the pencil/dustbin icons on existing items to edit/delete them.
Your financial data is stored locally in your web browser, associated with your logged-in account. It is not sent to our servers beyond what's necessary for authentication. Sharing the app link does not share your data.
On the 'Transaction Log' and 'Budget Planner' tabs, use the arrow buttons at the top of the page to navigate between months.
You'll receive a pop-up notification if you reach/exceed a planned budget for a category in the current month, or if a bank account balance drops to zero or below. These are designed to be helpful alerts.
For any questions or support, email us at
support@optioninsights.in