PERSONAL FINANCE COMMAND CENTER

Master Dashboard

MY PERSONAL FINANCE V1.1 · INTERFACE SHELL PREVIEW
● LOCAL APP READY
Main Balance₹ —Combined account balance
Monthly Income₹ —Actual credits only
Monthly Expenses₹ —Actual debit expenses
Savings Progress— %Recorded savings
12 CORE MODULESApproved master layout
MODULE 01
⌂

Dashboard

Balance, monthly summary, alerts and overview.

OPEN MODULE →
MODULE 02
＋

Income

Credit entries, sources and monthly history.

OPEN MODULE →
MODULE 03
−

Expenses

Debit entries, Need / Want and categories.

OPEN MODULE →
MODULE 04
▤

Monthly Budget

Main-section and subcategory budgets.

OPEN MODULE →
MODULE 05
◈

Savings

General, monthly, emergency and goal savings.

OPEN MODULE →
MODULE 06
◎

Financial Goals

Targets, deadlines and multi-account allocations.

OPEN MODULE →
MODULE 07
◇

Emergency Fund

Target, contributions, withdrawals and progress.

OPEN MODULE →
MODULE 08
◷

EMI & Bills

Due dates, reminders and linked debit entries.

OPEN MODULE →
MODULE 09
▣

Bank & Cash

Separate bank, cash, UPI, wallet and account balances.

OPEN MODULE →
MODULE 10
▥

Reports & Analysis

Expense trends and separate portfolio reports.

OPEN MODULE →
MODULE 11
⇧

Import Data

CSV / Excel preview, validation and duplicate checks.

OPEN MODULE →
MODULE 12
⛁

Backup & Restore

Export, backup creation and restore workflow.

OPEN MODULE →
WORKING AREA

Accounts Management

Create accounts and track their balances on this device.

DATABASE ARCHITECTURE

13 TABLES PLANNED
01Accounts
02Transactions
03Categories
04Budgets
05Financial Goals
06Savings
07EMI Management
08Bills Management
09Import Management
10Transfers
11Settings
12Audit Log
13Holdings & Portfolio Records

ACCOUNTING CONTROL RULES · HISAB KE NIYAM

  • Credit se selected account ka balance badhega; Debit se balance ghatega.
  • Apne accounts ke beech transfer ko Income ya Expense nahi maana jayega.
  • Trading / Investment mein lagaya paisa household expense nahi hoga.
  • Portfolio ki market value, Main Balance se alag dikhayi jayegi.
  • Savings aur Goal allocation ko dobara Expense count nahi kiya jayega.

DATA & SECURITY MODEL · DATA KI SURAKSHA

  • Data device / browser ke local storage mein save karne ka plan hai.
  • Manual entry ke saath CSV / Excel import ki suvidha hogi.
  • Edit aur Delete ka record Audit Log mein maintain hoga.
  • Data ka Backup aur Restore karne ka option hoga.
  • Browser data clear karne par local records delete ho sakte hain; backup zaroor rakhein.
MY PERSONAL FINANCE V1.1 · MASTER INTERFACE SHELL · VALUES BLANK UNTIL REAL DATA IS CONNECTED