Dashboard
How fast is my wealth growing? (Net Worth Trend)
Where is my money going? (Expense Breakdown)
Monthly Income vs Expenses Trend
Active Goals Progress
View All →| Date | Description | Category | Subcategory | Type | Amount | Payment Mode | Actions |
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NWS Distribution
NWS Allocation & Utilization Cockpit
Active rule: 50/30/20| Pillar Group | Target Recommended | Actual Budgeted | Utilized/Spent | Remaining Headroom | Fulfillment Progress |
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Expense Categories Budgeting
Difference calculation: Budgeted - Actual
| Expense Category | Budgeted Amount | Actual Spent | Remaining Difference | Fulfillment Visual | Actions |
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Smart Asset & Investment Portfolio Importer
Quickly import and update your holdings from popular platforms (Groww, Zerodha, INDmoney, etc.) via portfolio screenshots or Excel/CSV statements.
Drag & drop portfolio statement or screenshot here
Supports PNG, JPEG, WEBP screenshots, or CSV, XLSX, XLS spreadsheets
Active Investment Asset Ledger
| Investment Name | Asset Type | Broker/Agent | Quantity | Avg Buy Price | Current Price | Current Value | Unrealized Profit | Return % | Actions |
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Includes Cash Balance + Investments Portfolio
Physical Assets & Fixed Income Assets Inventory
| Asset Item Name | Category classification | Current Estimated Value | Actions |
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Outstanding Loans & Debts Sum
Active Loan Commitments & Debt Ledger
| Liability/Loan Name | Outstanding Principal Balance | Monthly EMI Payout | Interest APR % | Actions |
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Balance Sheet Monthly Log
| Historical Month | Total Assets Value | Total Outstanding Debts | Calculated Net Worth | Update |
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Log Monthly Snapshot
Track Savings Milestones
Yearly 2026 Savings Quotient Breakdown
| Calender Month | Aggregated Income | Aggregated Expenses | Monthly Net Savings | Savings Rate Percentage |
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NWS (Needs, Wants, Savings) Target & Allocation Configuration
NWS Target Preset
Select a preset allocation model or fully customize percentages below.
Inline Allocator Matrix
Dynamically allocate expense categories into Needs, Wants, and Savings pillars
| Expense Category | Current Pillar Mapping | Action / Allocation Select |
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Ledger & Database Configuration Settings
Bank Statement Keyword Mapper Rules
Define custom categorization keyword maps. When importing a statement, any transaction matching this keyword maps automatically!
Ledger Categories & Subcategories
Add or remove custom categories and subcategories for both your Income and Expenses ledgers.
Local Secure Encrypted Backups
AuraFinance saves everything inside your browser's private sandbox storage. To backup your ledger or migrate browsers, copy the JSON matrix below or paste it to restore.