Assets
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Overview
Money, in one place.
One ledger to replace five. The rail on the left is the build order; each phase fills in its module. Live now: accounts & the ledger (Phase 1) — start by adding your accounts.
Supabase connection & row-level security
checking…
Accounts
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Categories
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Transactions
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Statements
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Phase 1 · Ledger
Accounts
Every place money sits or flows. Tap an account to open its register.
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current balance
Phase 2 · Income
Clinic income
The cash slice of each month’s clinic collections, booked as a single income line into Cash in Hand. Card & UPI fees arrive on their own via bank imports — only cash is bridged here, so every rupee is counted once.
Phase 3 · Budget
Budget
Give every rupee a job. Income lands in Ready to assign; you hand it out to spending envelopes and to savings & tax — until nothing is left unassigned. Then watch each envelope spend down through the month.
Phase 4–5 · Investments
Investments
Your mutual funds, direct equity and PMS — valued from the AMFI feed and your broker imports, with the CAS and holdings importers that feed them.
Import a CAS
Run casparser on your CAMS + KFintech statement, then drop the
JSON here. Every folio, scheme and dated transaction lands in your holdings, and re-importing the
same statement changes nothing.
Import equity holdings
Drop your broker holdings export (and optionally the P&L statement). Positions, prices and this year’s realized P&L land in your Direct equity sleeve; re-importing the same day just refreshes the snapshot.
Import PMS holdings
Drop your Capitalmind Tax P&L export (.xlsx). Each strategy’s holdings, cost and this year’s realized P&L land in your PMS sleeve; re-importing the same day just refreshes the snapshot.
Phase 6 · Capital gains
Gains
Realized capital gains for the selected financial year, and (soon) how your current holdings split long vs short term. Switch years with the FY selector above.
Import Tax P&L
FYDrop a broker’s Tax P&L export to fill in realized gains for the selected FY — no holdings needed. Angel & PMS also carry their open-holdings, so unrealized fills in too. For unrealized on the other brokers, pick the “holdings” option: Zerodha/Axis need one holdings export; Upstox needs its holdings export plus its tradebooks (select them together). Re-importing replaces the prior figures.
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