Finance Dashboard
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Finance Dashboard

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Spending over time
Chart.
Category breakdown
Chart.
All Transactions
Date Description Category Source Amount (PKR) Amount (USD)
Add New Transaction
Import Bank Statement PDF or CSV · any bank
📄

Drop your PDF bank statement here

or click to browse · works with any bank statement PDF

We extracted the text below. Map which part is the date, description, and amount by selecting the column positions:

Paste Transaction Notes

Paste your freeform notes below. Format: amount description date — e.g. 25k minhaj 01 or +154550 01



Client Records
# Date Name Task Seller Status Method Upfront (USD) Remaining (USD) Received (USD) Received (PKR) Comments
Import Client Data

Copy from Google Sheets (Ctrl+A, Ctrl+C) and paste below:



📊

Drop your Google Sheets CSV here

or click to browse
User Management
User ID Role Expires Actions
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Monthly Report

Select a month and click Generate to create the report.

·
Admin Sign In
Edit Transaction
Add Client
🔒 Enter Password

Enter the password to view the dashboard.

Add New User

Share these credentials with the user. Access will automatically expire.