It includes -

• Expense & Income Tracking:

  • Journal: Log and categorize your transactions effortlessly.
  • Accounts: Manage multiple accounts for a complete financial overview.
  • Net Income: Track earnings and expenses for better financial health.

• Investment Management:

  • Stocks: Monitor your stock investments with detailed metrics.
  • Mutual Funds: Keep an eye on your mutual fund investments.

• Financial Reporting:

  • Reports: Generate comprehensive reports to analyze financial trends.

• Net Worth Calculation:

  • Net Worth: Calculate assets and liabilities for a clear financial picture.

• Budgeting Template:

  • 75/10/15: Allocate 75% of income to essentials, 10% to Stress-Free Spending, and 15% to Savings & Investments for a balanced financial plan.
  • 70/10/15/5: Allocate 70% - Necessity, 10% - Stress Free Spending, 15% - Savings & Investments & 5% - EMI.