Poysha

My Accounts

Current Budget Progress

No active budgets for the current period.

Quick Transactions

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Recent Transactions

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Add New Transaction

Account (From):

Category:

Transfer to Account:

Amount (Source Currency):

Exchange Rate to PreferredCurrency (1 SRC = ? PREF): This rate converts the transaction to your preferred currency for reporting. It will be auto-fetched; you can override it. Equivalent in PREF: N/A

Currency Conversion (for Transfer)

Transfer from SRC to DST.

Input Method: Enter Conversion Rate Enter Destination Amount

Conversion Rate (1 SRC = ? DST):

Calculated:

Description (Optional):

Date:

Account Management

Create New Account

Account Name:

Account No. (Optional):

Account Type:

Initial Balance / Debt / Deposit Amount: Warning: Changing initial balance will affect current balance.

Currency:

Account Status:

Your Accounts (Click to Edit, Drag to Reorder)

Category Management

Create New Category

Category Name:

Category Type:

Assign to Reporting Head (Optional):

For Income/Expense types, assign to a 'Reporting Head'. Leave blank if it reports to no specific head. This field is disabled for 'Reporting Head' type categories.

Manage Custom Exchange Rates

Exchange rates are now fetched automatically from a live market feed. You only need to add a rate here if you want to manually override the live rate for a specific currency pair. This is useful for matching an exact rate from a bank statement or for currencies not available in the live feed. If a custom rate is set here, it will always be used.

From Currency:

To Currency:

Define Rate (editing one field will update the other):

1 SRC = TGT

— OR —

SRC = 1 TGT

Your Custom Rates

Recurring & Planned Payments

Add New Recurring/Planned Payment

Description:

Amount:

Source Account:

Currency: USD

Category:

Frequency:

Interval (e.g., every 'X' months/weeks/days):

Start Date / Planned Date:

End Date (Optional):

Status:

Execution Mode:

Manual (Log it yourself) Automatic (System logs on due date)

Notes (Optional):

Your Recurring & Planned Payments

Manage Transaction Templates

Your Templates

Label Management

Your Labels

Settings

Dark Mode
Font Size
17px
Font Style
Date Format
Timezone
Reminder Window
Rate Display Format
1 SRC = X TGT X SRC = 1 TGT
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Delete All User Data

This will permanently delete all of your transactional data, including accounts, categories, transactions, recurring payments, and templates. Your login account will remain active.

Delete Account Permanently

This will permanently delete your user account and all of your data. This action is irreversible and you will be logged out immediately.

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My Accounts

Current Budget Progress

Quick Transactions

Transaction Filter

Recent Transactions

Reports

Category Summary Report (Expenses)

Expense Prediction Report

Income & Expense Statement

Card Utilization Report

Excluded Account Report

Upgrade Your Account

Add New Transaction

Currency Conversion (for Transfer)

Split Transaction

Account Management

Create New Account

Your Accounts (Click to Edit, Drag to Reorder)

Category Management

Create New Category

Your Categories

Manage Custom Exchange Rates

Your Custom Rates

Recurring & Planned Payments

Add New Recurring/Planned Payment

Your Recurring & Planned Payments

Manage Transaction Templates

Your Templates

Label Management

Create New Label

Your Labels

Settings

Change Your Password

Verify Your Request

Admin Panel

Pending Upgrade Requests

Manage Subscription Plans

Platform Statistics

User Management

Change Your Password

Budget Management

Create New Budget

Your Budgets

Account Name

Transaction Details

Select Value

Edit User Status

User Statistics

Complete Your Subscription

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