Personal Finance Dashboard

Transactions & CSV Import

Add, edit, import CSV and set categorization rules

1 txns

CSV Import: upload bank statement CSV. After upload, the mapping field lets you map columns by header name or zero-based index (JSON). Example mapping JSON: {"date":"0","desc":"1","amount":"2"}

Categorization rules

If description contains term → assign category

Rules: 0

Term	Category
No rules yet

Date	Type	Cat	Amt
2025-10-14	income	Salary	INR 100,000.00

Investments

Track invested & current value (CAGR computed)

0 items

Name	Date	Invested	Current	CAGR
No investments yet

Forecasts

Rolling-average (6m) and Seasonal-adjusted projections

Method	Next 3 months (projected)
Rolling (6-month)	2025-11: INR 100,000.00 2025-12: INR 200,000.00 2026-01: INR 300,000.00
Seasonal-adjusted	2025-11: INR 0.00 2025-12: INR 0.00 2026-01: INR 0.00

Charts & Export

Export charts as PNG / Download PDF summary

Recurring Transactions

Create recurring salary/EMI entries. Use 'Apply recurring' to create occurrences up to today, or schedule via cron.

Run cron endpoint

Name	Freq	Amount
Salary	monthly	INR 30,000.00

Budgeting

Create monthly budgets per category and get alerts when threshold exceeded. Use cron endpoint to auto-check monthly.

Run cron endpoint

Month	Category	Amount
No budgets

Settings & Export

Email settings used for alerts & summaries. For reliable email use SMTP (PHPMailer) instead of PHP mail().

Download data.json View manifest View service-worker

To automate recurring & budget checks, set cron job:

*/15 * * * * /usr/bin/php /path/to/index.php ?cron=apply_recurring >/dev/null 2>&1
0 7 * * * /usr/bin/php /path/to/index.php ?cron=budget_check >/dev/null 2>&1
0 8 * * * /usr/bin/php /path/to/index.php ?cron=email_summary >/dev/null 2>&1

Personal Finance Dashboard — Upgraded