Admin

Find a user

Manage accounts

Mobile navigation

The three shortcuts in the bottom bar.

Save navigation

Budgets and goals

Overall monthly limit

Category budgets

+ Add category limit

Asset goals

+ Add asset goal Save budgets

Recurring entries

Salary, rent, subscriptions. Create one here, or tick “Repeat this entry” on the Add entry screen.

+ New recurring entry

Appearance

Theme Light modeDark modeMatch my device Accent colour Or pick your own Amount display Whole numbers (Rs 1,250)Two decimals (Rs 1,250.75) Default wallet for new entries Save appearance

Active modules

Invoicing Loans Savings Credit cards Installments Credit book (Khata)

Security

Unlock with fingerprint or face

Needs an https address. Unlocks the lock screen only.

Lock automatically after Never1 minute5 minutes15 minutes1 hour

Change app lock PIN

Current PIN New PIN Update PIN

The PIN locks this screen on this device. Your password and row-level security are what actually protect your data.

Backup and data

A full export of everything: wallets, accounts, transactions, clients, invoices and recurring rules.

Download full backup (JSON)

Restore

Restoring adds the backup's records to your current data. It does not erase anything.

Choose a backup file

Receipt storage

Checks the Cloudflare Worker end to end and names whatever is misconfigured.

Run the check

App version

Running . If a fix does not seem to have arrived, the browser may still be serving a cached copy.

Force update now

Recently deleted

Deleted transactions are kept here so you can restore them.

About Finance Portal

Your data lives in your own Supabase project. Nothing is sent anywhere else.

Invoicing configuration

Business address and contact Default payment notes or terms Upload logo Save configuration

Taxes and discounts

+ Add