Finance workspace

Clear money movement for real everyday tracking.

Open the dashboard, inspect balances, drill into accounts, filter the ledger, and add the missing category right where the transaction happens.

3 views

Dashboard, accounts, transactions

2 currencies

NPR and USD across accounts

Live filters

Search, date, account, category, sort

Home dashboard

NPR 184,200

Mixed view

Income

NPR 96,000

Expense

NPR 54,460

Savings

43.2%

Recent activity

Search • filter • sort

Salary

Income / Payroll

+$2,840

Groceries

Expense / Essentials

-NPR 8,450

Rent

Expense / Housing

-NPR 26,000

Client retainer

Income / Consulting

+$900

Product truth

01

Balances, income, expense, net, and savings rate in one overview

02

Account portfolio with Personal, Joint, and Saving types

03

Transaction capture with inline category and subcategory creation

Account focus

Personal checking

Detail page with balance and transfer counts

Net change

+NPR 24,000

Transfers

3 in / 2 out

The navigation and logo feel like the dashboard because they come from the same visual family.
This page sells what ships now, not a future roadmap.

Built around the current app

The story follows the implemented workflow.

The page is structured around routes already present in this repo: dashboard, accounts, transactions, transfers, budgets, analytics, and authentication.

Dashboard overview

See the whole picture first.

The dashboard already combines recent transactions, expense share, cashflow trend, and top-level summary metrics so users can orient instantly.

Account detail

Open the account, follow the movement.

Each account carries its own balance, activity history, recent transactions, and transfer counts, which makes drilling into one pocket of money feel deliberate.

Transaction workflow

Add structure without breaking flow.

Transactions can be searched, filtered, sorted, and created alongside new categories or subcategories, which keeps the ledger clean without a separate setup ritual.

Operational depth

More product surface, less homepage theater.

The strongest promise this product can make is operational clarity. That is why the page spends more space on concrete workspace behaviors than on abstract mission language.

Multi-account tracking

Personal, Joint, and Saving accounts with NPR and USD support.

Fast ledger controls

Deferred search, date range filters, account filters, category filters, and sorting.

Inline organization

Create categories and subcategories directly from the transaction form.

Clean entry to the app

Login and registration routes already connect users straight into the dashboard workspace.

Ready to enter

Start with a finance homepage that actually points to the app.

Create an account to start from the dashboard, or sign in to return to the workspace.