Best viewed on a desktop or tablet. Everything works here, but the transaction table and the charts have a lot to show and a wider screen shows it without scrolling.
Monthly Finance Review
Drop in a bank statement and get the month you actually had: income, expenses, savings rate, category and merchant breakdowns, recurring payments and every rupee of bond interest, separated out from ordinary bank interest.
Upload a bank statement to begin
The six numbers that decide the month, for any week, month, quarter or year in your data.
Around 250 Indian merchants are recognised out of the box. Correct one and it stays corrected.
Coupons, maturities and bond purchases are separated from ordinary savings interest and transfers.
Subscriptions and EMIs are detected from the pattern, not from a list you have to maintain.
Your finance review
Categories
Rename or delete anything here, and add your own. Renaming updates every transaction already filed under that name. Deleting moves them to Other, Uncategorized, and tells you how many moved.
Rows that could not be read
These lines were in the file but had no usable date or no usable amount, so they are not in your totals. Nothing here has been thrown away: fix them in the source file and import it again, or add them by hand.
| File | Why | Row as it appeared |
|---|
Import history
- Money in
- ₹0
- Money out
- ₹0
- Savings
- ₹0
- What is left
- ₹0
- Invested
- ₹0
- Income
- ₹0
- Principal payout
- ₹0
Cash flow
Money in, money out and the net of the two across the selected period.
| Merchant | Category | Txns | Total | Average | Share |
|---|
| Merchant | Category | Typical amount | Every | Times seen | Last charged |
|---|
No recurring payments detected yet. Import at least three months of statements and monthly charges will surface here.
What you put into bonds, and what bonds paid you back
Pulled out of the same statement and matched against the issuers in your portfolio, with no manual tagging.
You are already earning bond interest. See which listed bonds are paying the highest yields right now, across all five platforms RightBonds tracks.
Highest yield bondsTransaction explorer
Click a merchant, category, subcategory or label cell to edit it. Corrections are remembered for future imports.
- Credits in view
- ₹0
- Debits in view
- ₹0
| Select | Account | Date | Description | Merchant | Category | Subcategory | Amount | Type | Confidence | Notes | Why this category |
|---|
What this tool has learned from you
Every correction becomes a rule, applied to new imports and to everything already stored, except rows you edited by hand.
| Scope | Matches | Category | Subcategory | Actions |
|---|
Nothing learned yet. Correct a category in the table above and the rule will show up here.
Stored on this device only
Your accounts, imports and transactions live in this browser's IndexedDB. Clearing them is permanent and cannot be undone, so export a CSV first if you want a copy. This clears the bank statements in this tool only, and leaves your portfolio holdings alone.
Calculating storage used…
Remember this?
This transaction is already updated. A rule applies the same choice to every future import that matches, so shorten the text below to whatever names the payee.
This PDF is password protected
Enter the password your bank uses for this statement. It is used once in this tab to open the file and is never stored or sent anywhere.
Check the columns
This statement's layout is not one we recognise with confidence. Match each column below, then continue. Choose "Not in this file" for anything the statement does not have.