Net Worth (Capital)
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Assets − Liabilities
Bank Balance
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Opening + Receipts − Exp.
Total Income
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All income receipts
Total Expenses
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All expense outflows
Surplus
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Income − Expenses
Investments Total
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Stocks+MF+FD+PF+Gold…
Income vs Expenses (Monthly)
Asset Allocation
Cash Flow Waterfall
Recent Transactions
| Date | Type | Category | Description | Person | Amount |
|---|
Add Receipt (Money In)
All Receipts
| # | Date | Category | Source | Person | Notes | Amount | Actions |
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Add Expenditure (Money Out)
All Expenditures
| # | Date | Category | Destination | Person | Notes | Amount | Actions |
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Income & Expenditure Account
📥 Income
📤 Expenditure
Personal Balance Sheet
🏛️ Assets
⚖️ Liabilities & Capital
Opening Balance Sheet
Assets
Liabilities
Auto-calculated Capital
Total Assets − Total Liabilities
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👤 Personal Information
Identity
Contact
Physical
Family Tree
👤
Click Edit Profile to add your information.
| Name | Relation | DOB | Phone | Blood | Status | Actions |
|---|
🏠 Assets
Real Estate
Vehicles
Valuables
| Type | Address | Purchase Date | Purchase Price | Current Value | Ownership | Loan Outstanding | Actions |
|---|
| Type | Make/Model | Reg No. | Year | Purchase Price | Current Value | Insurance | Actions |
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| Description | Weight/Qty | Purchase Price | Current Value | Storage | Insured | Actions |
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💰 Financial Accounts
Bank Accounts
Cards
Loans & Debts
Wallets / UPI
| Bank | Account No. | Type | IFSC | Nominee | Balance | Actions |
|---|
| Issuer | Last 4 | Type | Expiry | Credit Limit | Outstanding | Auto-pay | Actions |
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| Lender | Type | Principal | Outstanding | EMI | Rate % | End Date | Actions |
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| Type | Provider | Account/UPI | Mobile | Balance | Actions |
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📈 Investments
Stocks
Mutual Funds
FD / RD
PF / NPS
Gold
Crypto
Other
| Company | Ticker | Broker | Qty | Avg Price | Current Value | Nominee | Actions |
|---|
| Fund Name | AMC | Folio No. | SIP Amount | Units | Current Value | Nominee | Actions |
|---|
| Bank | FD No. | Principal | Rate % | Maturity Date | Maturity Amount | Auto-Renew | Actions |
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| Type | Account/PRAN | UAN | Employer | Balance | Nominee | Actions |
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| Type | Grams | Purchase Price | Storage | Certificate No. | Maturity | Actions |
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| Coin | Exchange | Qty | Value (₹) | Cold Wallet | Seed Phrase Hint | Actions |
|---|
| Type | Description | Amount Invested | Current Value | Maturity | Actions |
|---|
🛡️ Insurance Policies
Life
Health
Vehicle
Home
Other
| Insurer | Policy No. | Plan | Sum Assured | Premium | Maturity | Nominee | Actions |
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| Insurer | Policy No. | Members | Sum Insured | TPA | Renewal | Actions |
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| Policy No. | Vehicle Reg. | IDV | Expiry | Add-ons | Actions |
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| Property | Coverage | Sum Insured | Renewal | Insurer | Actions |
|---|
| Type | Policy No. | Insurer | Sum Insured | Renewal | Actions |
|---|
📜 Legal & Documents
Govt IDs
Property Docs
Agreements
Power of Attorney
Will / Trust
| Doc Type | Number | Issue Date | Expiry | Authority | Location | Actions |
|---|
| Doc Type | Property Address | Date | Location | Notes | Actions |
|---|
| Type | Parties | Date | Validity | Location | Actions |
|---|
| Holder | Scope | Validity | Location | Actions |
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| Type | Executor | Lawyer | Date Created | Location | Actions |
|---|
💼 Employment & Business
History
Current Job
Business
Income Tax
| Employer | Designation | From | To | Last Salary | Actions |
|---|
Current Employment
| Business Name | Type | Reg. No. | Partners | Revenue | Actions |
|---|
| AY Year | Income | Tax Paid | Refund | Filing Date | Ack No. | Actions |
|---|
🏥 Medical Records
Health Profile
Medications
Doctors
Vaccinations
Personal Health Profile
| Medicine | Dosage | Frequency | Doctor | Start Date | Actions |
|---|
| Specialty | Name | Hospital | Phone | City | Actions |
|---|
| Vaccine | Date Given | Next Due | Actions |
|---|
💻 Digital Life
Email
Social Media
Subscriptions
Apps
Domains
| Provider | Email ID | Recovery Phone | 2FA Method | Actions |
|---|
| Platform | Username | Linked Email | 2FA | Actions |
|---|
| Service | Plan | Amount/Year | Renewal | Card Linked | Actions |
|---|
| App | Category | Mobile | Actions |
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| Domain | Registrar | Expiry | Hosting | Actions |
|---|
🏫 Education & Skills
Schooling
Higher Education
Certifications
Skills
| School | Board | Year | Marks | Certificate Location | Actions |
|---|
| College/University | Degree | Specialization | Year | %/CGPA | Actions |
|---|
| Certification | Issuer | Cert No. | Issued | Expiry | Actions |
|---|
Skills & Languages
👨👩👧 Family Members
| Name | Relation | DOB | Aadhaar | PAN | Phone | School/Employer | Blood | Status | Actions |
|---|
📝 Wishes & Will
Last Will
Asset Distribution
Last Rites
Legacy Letters
Digital Assets
Charity
Last Will Details
| Asset | Beneficiary | Share % | Notes | Actions |
|---|
Last Rites Wishes
| To | Relation | Written On | Message Preview | Actions |
|---|
Digital Asset Wishes
| Organization | Cause | Amount | Notes | Actions |
|---|
📞 Key Contacts
| Role | Name | Firm/Company | Phone | Notes | Actions |
|---|
📁 Document Vault
📂
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Stored Documents
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