Overview
Your financial position at a glance.
Cash flow trend
Last 6 monthsSpending breakdown
Recent activity
Financial notes
Activity
One ledger for transactions from all your accounts.
| Date | Description | Category | Account | Class | Amount |
|---|
Income
Salary timeline, payslips and actual take-home pay.
Salary timeline
Current salary projection
Actual payslips
| Pay date | Period | Gross | EPF | SOCSO | EIS | SKBBK | PCB | Net pay |
|---|
Commitments
Recurring obligations, family support and planned bills.
| Name | Category | Frequency | Next amount | Next date |
|---|
Wealth
Accounts, cash, EPF, investments and liabilities.
Accounts & balances
Manually valued| Name | Type | Institution | Balance / value |
|---|
Investment holdings
| Asset | Type | Units | Cost basis | Current value |
|---|
Analysis
Understand spending patterns and financial performance.
Category analysis
Month-on-month comparison
Financial coach
Investment simulator
Model hypothetical contributions and compounding. Returns are not guaranteed.
Projection assumptions
Import & backup
Files are processed in this browser. No financial document is sent to a server.
Import a statement or payslip
Bank statements, credit card statements and payslips
You can select several PDF statements at once. Each file is processed separately, then you review the combined transactions before importing.
Review extracted records
Local data management
Backup includes transactions, salary timeline, payslip summaries, commitments, account balances and investment holdings. Uploaded original PDFs are not embedded in backups.