Dashboard
Income vs Expenses
Spending by Category
Monthly Balance
Recent Transactions
Analytics
Monthly Cashflow
Top Expense Categories
Year-over-Year
Top 5 Category Trends
Overview Report
Expenses by Month — click a bar to see transactions
Income vs Expenses
Category Breakdown
Balance Report
Balance Over Time — click a point to see transactions
Net Cash Flow by Month
AI Insights
All Transactions
| Date | Title | Category | Account | Cur | Amount | Type | Remarks |
|---|
Add Transaction
USD
Import Transactions
Import transactions from a bank PDF Statement (Suyool or Neo/Bank Audi) or from a CSV file exported from any source. All parsing happens in your browser — no file is sent anywhere.
Monthly Budgets
What is this? Monthly Budgets lets you set a spending limit per category for the current month. The bars show how much you've spent versus your target. Spending limits are stored in the database and persist across devices. Click Edit Budgets to add, change, or remove them. Amounts are in USD; transactions in other currencies are converted using current FX rates.
Household Income
| Source | Earner | Type | Amount | Frequency | Monthly (USD) | Account | Reliability | Status |
|---|
Add Income Source
Repeating Items
| Name | Type | Account | Category | Amount | Frequency | Next Due | End Date | Status |
|---|
Add Recurring Item
Generate Due Transactions
Backup
💾 Create a Backup
This will copy all application files into a
Files backed up:
backups/ folder in the same directory as the app, with a timestamp appended to each filename.Files backed up:
portal.html, server.py, hhfinance.db, documentation.html
Spending by Category
Accounts
| Name | Currency | Type | Starting Balance | Current Balance | Description | Status |
|---|
Categories
| Name | Parent | Type |
|---|
Settings
🏠 Household Name
🔒 PIN
Change the 4-digit PIN required to open the portal.
💰 Exchange Rates
Set the exchange rates used to convert all amounts to your selected display currency.
All rates are expressed as units per 1 USD
(e.g. if 1 USD = 89,500 LBP, enter 89500).
🌐 EUR, AED, and CAD are fetched automatically on each load — their fields are read-only here for reference. LBP and LOL must be entered manually and are saved to localStorage.