Welcome back, John

Here's your financial overview

Total Balance

₹2,45,890

+12.5% from last month

Monthly Expenses

₹45,230

+2.3% from last month

Investments

₹1,25,000

+8.1% returns

Savings

₹75,660

Target: ₹1,00,000

Recent Transactions

Salary Deposit

Today, 10:00 AM

+₹52,000

Rent Payment

Yesterday, 8:30 PM

-₹25,000

Investment - SIP

23 Jul, 9:15 AM

-₹10,000

Quick Transfer

Investment Goals

Progress 75%

AI Insights

You can save ₹12,000 more this month by optimizing your food expenses.

Expense Analytics

Track and analyze your spending patterns

Monthly Spending Overview

Jun

Jul

Aug

Sep

Oct

Nov

Category Breakdown

Food & Dining ₹15,230

Transportation ₹8,450

Shopping ₹12,780

Bills & Utilities ₹9,890

Budget vs Actual

Food & Dining Under Budget

₹15,230 of ₹20,000

76%

Transportation Over Budget

₹8,450 of ₹7,000

120%

Spending Insights

Your food expenses are 15% lower than last month

Keep up the good work!

Transportation expenses exceeded budget by ₹1,450

Consider using more public transport

Recent Transactions

Date	Category	Description	Amount
Nov 25, 2023	Food	Restaurant - The Italian Place	-₹2,450
Nov 24, 2023	Transport	Uber Ride	-₹550
Nov 24, 2023	Shopping	Amazon.in	-₹1,899

Investment Portfolio

Track and manage your investments

Total Investment

₹5,25,000

+18.2% overall returns

Monthly SIP

₹25,000

Active across 5 funds

Current Value

₹6,20,150

+₹95,150 gains

Risk Profile

Moderate

Balanced Portfolio

Portfolio Performance

Jun

Jul

Aug

Sep

Oct

Nov

Asset Allocation

Equity 60%

Debt 30%

Gold 10%

Your Mutual Fund Holdings

Fund Name	Category	Units	Avg. Cost	Current NAV	Returns
HDFC Top 100 Fund Large Cap	Equity	458.321	₹550.25	₹625.80	+13.75%
ICICI Pru Value Discovery Multi Cap	Equity	625.147	₹280.15	₹320.40	+14.37%
Axis Gilt Fund Debt	Debt	1245.632	₹25.80	₹26.45	+2.52%

Insurance Hub

Manage your insurance policies and claims

Health Insurance

Active

Policy Number HD123456789

Coverage ₹5,00,000

Premium Due 15 Days

Life Insurance

Active

Policy Number LI987654321

Coverage ₹50,00,000

Premium Due Paid

Vehicle Insurance

Renew Soon

Policy Number VI456789123

Coverage ₹3,00,000

Premium Due 30 Days

Recent Claims

Claim ID	Type