Finance Tech Mahadev

Financial Overview

March 2026 · All accounts

💰

Net Worth

₹0

Assets − Liabilities

📥

Monthly Income

₹0

No income yet

📤

Monthly Expenses

₹0

No expenses yet

💰

Net Savings

₹0

Income − Expenses

📋

Loan Outstanding

₹0

0 loans

📈

Investments

₹0

Portfolio value

💳

CC Outstanding

₹0

0 cards

💵

Cash in Hand

₹0

Available cash

💸

Lent Out

₹0

Pending recovery

🤲

I Owe

₹0

Pending repayment

🎯

Savings Goals

₹0

0 goals

Income vs Expenses (6 Months)2026

Expense Split

Bank + Cash Distribution

Investment Portfolio

📆 Upcoming Investment Payments

Next due date for each investment — sorted by urgency

Next 30 Days

₹0

📅 Monthly Payment Obligations

All upcoming payments — EMI, Insurance, CC dues, Investments — with account balance status

Total Monthly Due

₹0

📒 Transaction Ledger

Click any card to view full section • Most recent transactions

Date	Type	Description	Amount	Account

Financial Health Score

5-metric deep analysis of your finances

❤️ Health Score — Detailed Breakdown

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/ 100

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Personal Balance Sheet

Complete financial position — assets, liabilities & net worth

View Period

Year

✦ ASSETS

TOTAL ASSETS₹0

✦ LIABILITIES

TOTAL LIABILITIES₹0

NET WORTH (Assets − Liabilities)

₹0

Add your data to calculate

Assets Breakdown

Liabilities Breakdown

My Profile

Account details & settings

✏️ Edit Profile

📊 Financial Summary

🔒 Change Password

Current Password

New Password

Confirm Password

Bank Accounts

All accounts & balances

🔄 Fund Transfer Between Accounts

Transfer Type

From Account

To Account

Amount (₹)

Date

Note

🏦 Add Bank Account

Bank Name

Account Type

Account Holder

Last 4 Digits

Balance (₹)

Color

EMI Deduction?

Note

Balance Distribution

Account Balances

All Accounts

Bank	Type	Holder	Account	Balance	EMI A/C	Del

🏦 Bank Statements — View & Download

Select Bank

From Date

To Date

Transaction Type

Cash Tracker

Track all cash income, expenses & current balance

💵

Cash in Hand

₹0

Current available

📥

Total Cash In

₹0

Received

📤

Total Cash Out

₹0

Spent

💵 Record Cash Transaction

Type

Amount (₹)

Income Sources

All income streams

💰 Add Income

Type

Source

Monthly Amount (₹)

Frequency

Taxable?

Received Date For tracking

Credited To Auto-adds to balance

Note

Income SourcesTotal: ₹0

Type	Source	Monthly	Annual	Freq	Date	Taxable	Transactions	Del

Income by Type

Monthly Trend

Expenses

All spending tracked

💸 Add Expense

Loan Tracker

EMI schedules, payoff & payment history

📋 Add Loan

Loan Type

Lender

Original Amount (₹)

Outstanding (₹)

EMI (₹/month)

EMI Bank Account Auto-deduct from

EMI Date Day of month

Interest Rate (%)

Tenure Left (months)

Note

💳 Record EMI / Loan Payment

Select Loan

Payment Amount (₹)

Payment Date

Payment Mode / Account

Payment Type

Note

Outstanding by Loan

EMI Distribution

Loan Details

Type	Lender	Original	Paid	Outstanding	EMI	Rate	Months Left	Payoff	EMI Bank	Del

💳 EMI Payment History

Date	Loan	Amount	Account Used	Type	Note	Del

🤝 Lend / Borrow Tracker

Track personal loans given & taken — friend, family, colleague

💸

Total Lent Out

₹0

0 records

🤲

Total Borrowed

₹0

0 records

⏳

Pending Recovery

₹0

To be received

📊

Net Position

₹0

—

➕ Add Lend / Borrow Record

Type

Person Name

Amount (₹)

Date

Account Debited (from)

Due Date Return by

Purpose / Note

Interest % 0 = interest free

Transaction History

Date	Type	Person	Amount	Account	Due Date	Interest	Status	Note	Actions

Credit Cards

Limits, usage & utilization

💳 Add Credit Card

Bank

Card Name

Credit Limit (₹)

Used Amount (₹)

Card Style

Billing Date

💸 Cash Advance — Credit Card → Bank Transfer

⚠️ Warning: Cash advance has high fees (2–3.5% of amount) + interest from day 1 (24–42% p.a.). Use only in emergency.

Select Credit Card

Transfer Amount (₹)

Cash Advance Fee (%)

Typically 2%–3.5% | Check your card's terms

Interest Rate (% p.a.)

Typical range: 24%–42% p.a. from day 1

Destination Bank

Date

Card Summary

Bank	Card	Limit	Used	Available	Utilization	Del

Investments

LIC, APY, MF, FD, PPF, Stocks — Type-wise Smart Tracking

📌 Select Investment Type to Add

🏛️ APY — Atal Pension Yojana

📌 New or Existing — both supported: Select your age and pension amount — contribution is auto-calculated. If you already have an APY account, click "Already Running".

Age at Entry

Pension Amount (₹/month after 60)

Payment Frequency

Account Holder Name

Deduct From Bank Auto-deduct

Payment Schedule When is contribution due?

Note / PRAN / Bank

Portfolio Allocation₹0

Invested vs Current Value

All Investments

Type	Name	Invested	Current	P&L	Returns	Freq. Amount	Pay Date	Pay From	Del

Assets & Liabilities

Real estate, gold, vehicles & debt

🔗 2-Way Sync Active: Assets auto-reflect in Investments. Liabilities auto-reflect in Loans & Credit Cards. Any update in those sections reflects here too. Entries with 🔗 are synced.

➕ Add Asset

Asset Type

Description

Current Value (₹)

Purchase Cost (₹)

➕ Add Liability

Liability Type

Description

Outstanding (₹)

Interest Rate (%)

Assets

Type	Description	Cost	Value	Gain/Loss	Del

Liabilities

Type	Description	Amount/Month	Rate	Pay From	Del

🎯 Savings Goals

Set targets, track progress & auto-deduct from accounts

🎯 Create New Savings Goal

Goal Name

Target Amount (₹)

Target Date

🤖 AI Financial Advisor

Personalized insights from your data

Financial Radar

12-Month Projection

AI Action PlanPersonalized

#	Recommendation	Impact	Priority	Timeline

ITR Guide & Tax Planner

Smart ITR form recommendation based on your profile & income

Documents

Upload documents by category — AI extracts data to correct section automatically

🏦

Bank Statement

Account balance, transactions

💰

Salary Slip

Monthly salary, HRA, deductions

📋

Loan Statement

Outstanding, EMI, tenure

💳

Credit Card

Limit, outstanding, usage

📈

Investment

LIC, MF, PPF, FD, NPS

🏢

Business/GST

GST returns, invoices

📁

📉 Financial Comparison

Compare all metrics across months & years with slicers

Compare Type

Period

Chart Type

Income vs Expenses6 Months

Category Breakdown

Month-over-Month Change

Comparison Data

📋 Reports & PDF Download

Download financial reports — monthly, yearly or custom range

Report Type

Period

Select Month

Admin Panel

Finance Tech Mahadev — Platform Management

Administrator: Ankur Sharma • ankur@techmahadev.com • Built by Ankur Sharma

👥

Total Users

0

Registered

⏳

Pending

0

Awaiting approval

✅

Active

0

Active users

₹

Revenue

₹0

Collected

💰 Pricing & Plan Settings

Registration Fee (₹) Enabled

Monthly Fee (₹) Enabled

UPI ID for Payments

App Name

Registration Fee Enable Monthly Plan Enable Free Plan Enable

These settings apply to new registrations and approvals.

All Users

Name	Email	Category	Plan	Status	Reg Fee	Monthly	Next Due	Joined	Actions