Overview
Saved, invested, spent.
Investments
Spending
Expense tracker
See where it goes.
Log spending, then see it by category, type, and month.
By category
By type
Yearly total
Activity
| Date | Type | Category | Account | Notes | Amount |
|---|
Investments
Stocks, funds, FDs.
Live prices when the market feed allows it. Buys and sells update cost, average, and realised gain.
Using last saved prices.
Allocation
Gain by sleeve
Holdings
XIRR skips lots held under a year, so a short spike is not annualized. Today's value is the last cash flow.
Pay
Salary, PF, tax.
Each payday’s take-home, provident fund, tax, and Nokia SSIP. PF stays off the portfolio.
Provident fund
EPF deducted at source. It is not cash in the bank and not a holding.
Salary history
Usually the 24th, or the 25th for Oct 2022. Tax and SSIP are per payday when they apply.
| Date | Take-home | PF | Tax | SSIP | Notes |
|---|
Planning tools
SIP, step-up, lumpsum, EMI.
Type a number or drag the slider. Estimates only. SIP and step-up treat expected return as annualized, same as Groww.
Estimated value
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