Income
฿0.00
Expenses
฿0.00
Total
฿0.00
Personal finance ledger
Phase 1 working prototype
Dashboard
Account overview and month analytics from posted ledger entries.
Accounts
Cash, bank, investment, and credit card accounts.
Account
Show/Hide Setting
Credit Cards
Statement balance, outstanding balance, and current cycle are separated.
Transactions
Daily, monthly, and yearly views with transaction type color rules.
| Category | Merchant | Amount |
|---|
Analytics
Expense, income, investment, and reimbursement summaries from posted transactions.
Expenses
Monthly Summary
Cash Flow Mix
Expense Drilldown
Income Breakdown
Trend
Drilldown Transactions
Budgets
Monthly guardrails by expense category, calculated from posted ledger transactions.
Budget Summary
Category Budgets
Reimbursements
Track company-paid expenses as receivables, not income.
Claim Summary
Outstanding Claims
Investments
Investment transfers stay out of expense statistics.
Portfolio Summary
Holdings
Recurring Rules
Confirm repeated subscriptions and bills so forecast and notifications can use stable rules.
Cash Flow Forecast
Estimate income, spending, card due, recurring bills, investment contribution, and projected cash.
Next 30 Days
Forecast Events
Notifications
Prioritized financial alerts from credit cards, cash flow, reimbursements, imports, spending, and recurring bills.
Merchant Memory
Review and tune what the AI remembers about merchants, receivers, categories, and default accounts.
AI Finance Assistant
Ask from local ledger data in this prototype.
พร้อมตอบจากข้อมูล ledger ในเครื่อง
Statement Import
Paste simple CSV rows to create reviewed transactions.
Import Actions
Rows enter a reconcile queue first, so the user can post clean rows and review uncertain rows.
Download latest reportNo statement imported yet.
Statement Reconcile Queue
Ending Balance Check
Reconciliation History
Slip OCR
Upload a slip image for server OCR/AI, or paste OCR text as a local fallback.
Slip Image
Data & Backup
Export or restore the local app database.
Settings
4.11.1 GPBackup
Save accounts, transactions, claims, merchant memory, investments, and settings.
Download backup Download pre-restore checkpointNo pre-restore checkpoint yet.
Local Backend Sync
Server not checked. When opened from localhost without an API token, changes auto-save to the local backend.
Server Snapshots
Refresh to view local backend snapshots.
Local Attachments
Refresh to view local slip attachments stored before OCR.
App Lock
PIN lock not configured.
Audit Trail
System Checks
Validate accounting invariants and data quality before trusting the dashboard.
Health Summary
Check Results
App Readiness
Trial Balance
AI Review
High confidence is auto-saved when safe. Medium and low confidence wait here.