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App Guide

7 features. One clear picture of your finances.

Daily Expenses Upload Liabilities Income Transactions Statements AI Advisor AI

How everything connects

Upload
━━→
Transactions central feed
━━→
AI Advisor
Daily Expenses
━━→
Dashboard
←━━
Income
←━━
Liabilities
01

Daily
Expenses

Log cash purchases as they happen. AI assigns a spending category automatically — no manual sorting needed.

How to use

1Open Daily Expenses
2Enter amount + note
3AI picks category

Tracks

Amount Category Date Payment Method Description
Daily Expenses · Today

Amount

৳ 120

Description

Lunch...
+
🍕

Lunch

Food & Dining · Cash

৳ 120
🚗

Rickshaw

Transport · Cash

৳ 45
🛒

Groceries

Shopping · bKash

৳ 380
Today's Total ৳ 545
02

Upload

Import your bank statement. Every transaction is extracted, parsed, and saved — no manual entry required.

How to use

1Go to Upload
2Drag your PDF or CSV
3Review extracted data

Supports

PDF CSV AMEX, BRAC & more AI Parsing Duplicate detection
Upload Statement

Drop your bank statement

PDF  ·  CSV  ·  XLS supported

AMEX_November_2024.pdf

✓ 324 transactions extracted

Done
Extracted Transactions
Nov 12  ·  Pathao −৳ 180
Nov 11  ·  Shajgoj −৳ 1,200
Nov 10  ·  Salary +৳ 80,000
03

Liabilities

Track recurring fixed costs — rent, utilities, subscriptions. Mark each one paid so nothing slips through.

How to use

1Add a recurring bill
2Set amount & due date
3Mark paid each month

Tracks

Rent & Utilities Subscriptions Paid / Unpaid Due Date Remaining Total
Liabilities · April 2025

Total Bills

৳ 27,350

Remaining

৳ 1,500

Payment progress 94.5%
🏠

Rent

Due 1st · Monthly

৳ 25,000 Paid ✓

Electricity

Due 15th · Monthly

৳ 1,500 Unpaid
📺

Netflix

Due 20th · Monthly

৳ 850 Paid ✓
04

Income

Record all earnings — salary, freelance, investments. See your net financial position at a glance.

How to use

1Open Daily Income
2Add source + amount
3See net vs expenses

Tracks

Salary Freelance Investments Net Position
Daily Income · April 2025
🏢

Salary

Apr 1 · Bank Transfer

+৳ 80,000
💻

Freelance — Upwork

Apr 12 · PayPal

+৳ 12,000
Total Income ৳ 92,000
Total Expenses ৳ 45,230
Net Position
+৳ 46,770
05

Transactions

One unified feed of every money movement — manual entries and uploaded statement items merged together.

How to use

1Open Transactions
2Search or filter
3Edit or re-categorize

Tracks

Date Description Amount Category Source
All Transactions
Search transactions...
Filter

Nov

15

Lunch — Dhaka

Food & Dining · Daily

−৳ 120

Nov

14

Netflix Subscription

Subscriptions · AMEX

−৳ 850

Nov

10

Salary Credit

Income · BRAC Bank

+৳ 80,000

Nov

09

Rickshaw

Transport · Daily

−৳ 45
Showing 4 of 342 transactions
06

Statements

Archive of all uploaded bank files. Check parsing status, view totals per statement, or delete old ones.

How to use

1Upload a bank file
2Check parsing status
3View or delete statement

Shows

File name Bank / Institution Transaction count Parse status Date range
Statements Archive

AMEX_October_2024.pdf

118 transactions  ·  Oct 2024  ·  AMEX

Done

AMEX_November_2024.pdf

98 transactions  ·  Nov 2024  ·  AMEX

Done

BRAC_December_2024.csv

Dec 2024  ·  BRAC Bank

Processing
3 statements  ·  216 total transactions
07

AI Advisor

Powered by Claude Sonnet

A full monthly diagnosis of your finances — health score, spending personality, top mistakes, opportunities, risk alerts, and a 6-month projection. Generated from your real data.

How to use

1Open AI Advisor
2Select month
3Read your report

Report includes

Health Score Money Personality Behavioural Insights Top Mistakes Opportunities Risk Alerts 6-Month Projection
AI Financial Advisor — April 2026 Monthly Report

You earned ৳1,20,000 but spent ৳1,48,378 — that's a ৳28,378 deficit. Your spending jumped 37.6% while income stayed flat.

April 2026 Report AI cost: ৳0.025

Health Score

54 /100

↓ Average

Personality

The Lifestyle Spender

Income exists but lifestyle costs consistently outpace earnings.

Behavioural Insights

Weekend Spending Spree Lifestyle Inflation Dining Overrun Low Savings Rate

Top Mistakes

1 Spending Exceeds Income by 23% ৳28,378
2 37.6% Spending Surge ৳30,442
Total potential savings ৳50,360/month