Dashboard
Total Balance
₹2,45,678
+2.5% from last month
Monthly Income
₹85,000
Regular salary credit
Monthly Expense
₹45,230
+12% from last month
Investments
₹5,25,000
15% returns YTD
Income vs Expense
Investment Distribution
Recent Transactions
| Date | Description | Category | Amount | Status |
|---|---|---|---|---|
| 2024-01-15 | Salary Credit | Income | +₹85,000 | Completed |
| 2024-01-14 | Grocery Shopping | Expense | -₹2,500 | Completed |
| 2024-01-13 | Mutual Fund SIP | Investment | -₹10,000 | Completed |
| 2024-01-12 | Electricity Bill | Utilities | -₹1,850 | Pending |
| 2024-01-11 | Freelance Payment | Income | +₹15,000 | Completed |
Total Income
₹1,25,000
+12% vs last month
Total Expense
₹45,230
+5% vs last month
Net Savings
₹79,770
+15% vs last month
Transaction History
| Date | Description | Category | Type | Amount | Status | Actions |
|---|---|---|---|---|---|---|
| 2024-01-15 | Monthly Salary | Salary | Income | +₹85,000 | Completed |
|
| 2024-01-14 | Grocery Shopping | Shopping | Expense | -₹2,500 | Completed |
|
| 2024-01-13 | SIP Investment | Investment | Investment | -₹10,000 | Pending |
|
Total Investments
₹12,50,000
+15.2% Returns YTD
Mutual Funds
₹5,25,000
+12.5% Returns
Fixed Deposits
₹3,00,000
7.5% Fixed Return
Stocks
₹4,25,000
-2.5% Today
Portfolio Performance
Asset Distribution
Investment Details
| Investment Name | Type | Amount | Returns | Status | Actions |
|---|---|---|---|---|---|
|
HDFC Top 100 Fund Large Cap Fund |
Mutual Fund |
₹2,00,000 SIP: ₹10,000/month |
+15.8% ₹31,600 |
Active |
|
|
SBI FD 2 Year Lock-in |
Fixed Deposit |
₹3,00,000 Matures: 2026 |
7.5% ₹22,500/year |
Locked |
|
Total Premium
₹85,000
Per Year
Active Policies
5
All Up to Date
Total Coverage
₹2.5 Cr
Combined
Next Due
15 Mar
In 30 days
Premium Payment Schedule
Coverage Distribution
Active Insurance Policies
| Policy Name | Type | Premium | Coverage | Next Due | Status | Actions |
|---|---|---|---|---|---|---|
|
HDFC Life Term Policy #LI238756 |
Term Life |
₹25,000 Yearly |
₹1 Cr |
15 Mar 2024 In 30 days |
Active |
|
|
Max Bupa Health Policy #HI456789 |
Health |
₹35,000 Yearly |
₹50 L |
20 Apr 2024 In 65 days |
Active |
|
Total Loan Amount
₹45,00,000
Active Loans: 3
Monthly EMI
₹42,500
Next Due: 5th Feb
Total Interest
₹12,45,000
Avg. Rate: 8.5%
Principal Paid
₹15,25,000
33.89% Complete
EMI Distribution
Loan Types
Active Loans
| Loan Details | Amount | EMI | Interest Rate | Tenure | Status | Actions |
|---|---|---|---|---|---|---|
|
Home Loan HDFC Bank |
₹35,00,000 Outstanding: ₹28,50,000 |
₹32,500 No Dues |
8.5% Fixed |
15 Years 12 Years Left |
Active |
|
|
Car Loan SBI Bank |
₹8,00,000 Outstanding: ₹5,20,000 |
₹16,500 Due in 5 days |
9.5% Fixed |
5 Years 3 Years Left |
Active |
|
Assets Overview
Total Assets Value
₹32,45,000
+12.5% from last month
Liquid Assets
₹15,20,000
+5.2% from last month
Fixed Assets
₹17,25,000
-2.1% from last month
Asset Distribution
Assets List
| Asset Name | Type | Purchase Date | Purchase Value | Current Value | Change |
|---|---|---|---|---|---|
| Property - Bangalore | Real Estate | 15 Jan 2020 | ₹12,00,000 | ₹15,00,000 | +25% |
| Gold | Precious Metal | 22 Mar 2021 | ₹5,00,000 | ₹5,50,000 | +10% |
| Car - Honda City | Vehicle | 10 Jun 2019 | ₹11,00,000 | ₹8,00,000 | -27% |
Financial Reports
Total Income
₹1,25,000
+8.2% vs last period
Total Expenses
₹85,000
+12.5% vs last period
Savings
₹40,000
+5.8% vs last period
Investments Return
₹15,000
+15.3% vs last period
Income vs Expense Trend
Expense Distribution
Detailed Reports
| Date | Category | Description | Amount | Running Balance |
|---|---|---|---|---|
| 2023-12-01 | Salary | Monthly Salary | +₹75,000 | ₹75,000 |
| 2023-12-02 | Rent | House Rent | -₹25,000 | ₹50,000 |
| 2023-12-03 | Investment | Mutual Funds SIP | -₹15,000 | ₹35,000 |
Showing 1-3 of 50 entries
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John Smith
john@example.com
Total Portfolio Value
₹45,75,000
+15.3% this year
Monthly Savings
₹35,000
+5.2% vs last month
Risk Score
7.5/10
Moderate Risk
Recent Activity
Investment in Mutual Funds
2 hours ago
+₹25,000
Bill Payment
Yesterday
-₹5,000
Updated Portfolio
2 days ago
Updated
Financial Goals
Emergency Fund
75% Complete
House Down Payment
45% Complete
Retirement Fund
30% Complete
Account Statistics
Member Since
2021
3 years
Total Transactions
1,234
Last 12 months
Investment Categories
8
Active portfolios