Assets
—
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
—
Categories
—
Transactions
—
Statements
—
Phase 1 · Ledger
Accounts
Every place money sits or flows. Tap an account to open its register.
—
—
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 · Mutual funds
Mutual funds
Your holdings, valued from the free AMFI daily NAV feed, and the CAS importer that feeds 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.