Poysha

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My Accounts

Current Budget Progress

No active budgets for the current period.

Transaction Filter

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Recent Transactions

Category Summary Report (Expenses)

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Expense Prediction Report

Projected totals assume the year-to-date daily average continues for the remainder of the year.

Income & Expense Statement

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Card Utilization Report

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Excluded Account Report

Select an Excluded Account:

Please select an excluded account to view the report.

Upgrade Your Account

Choose a premium plan to unlock additional features and support the continued development of Poysha.

Add New Transaction

Log a new income, expense, or transfer without leaving your current screen.

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):

Destination Amount (DST):

Calculated:

Description (Optional):

Date:

Split Transaction

Original: Remaining:

Split Amount

Split Category

Account Management

Your Accounts (Click to Edit, Drag to Reorder)

Category Management

Your Categories

Manage Custom Exchange Rates

Live market rates are used automatically. Add a custom rate only when you want to override a specific currency pair with your own bank, statement, or negotiated rate.

Your Custom Rates

Recurring & Planned Payments

Track planned transfers, bills, and automated schedules from one list. Use the add button to create a new recurring payment or planned item.

Your Recurring & Planned Payments

Manage Transaction Templates

Save reusable transaction setups for your common payments and transfers. Use the add button to create a new template or edit an existing one.

Your Templates

Label Management

Create reusable hashtags for notes, transactions, and recurring items. Use the add button to create a new label or edit an existing one.

Your Labels

Settings

Manage appearance, reminders, security, and irreversible account actions from one place.

Preferences

Adjust how the app looks, how dates are shown, and when reminders should appear.

Dark Mode
Font Size
17px
Font Style
Date Format
Timezone
Reminder Window
Privacy Policy View Privacy Policy
User Guides
English Guide | বাংলা গাইড

Security

Change your password and confirm the request with an email verification code.

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Current Password:

New Password (min 6 characters):

Confirm New Password:

Verify Your Request

A 6-digit code has been sent to your email. Please enter it below.

Verification Code:

Danger Zone

These actions are permanent. Review them carefully before continuing.

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.

Admin Panel

Review upgrade requests, manage plans, inspect platform activity, and handle user administration from one dedicated workspace.

Pending Upgrade Requests

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Manage Subscription Plans

Currency:

Active

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Platform Statistics

Start Date: End Date:

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User Management

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Change Your Password

Your password has been reset by an administrator. You must change it now to continue.

Current Password (Default):

New Password (min 6 chars):

Confirm New Password:

Budget Management

Track spending, income, and savings goals by period. Use the add button to create a new budget or edit an existing one.

Your Budgets

Account Name

Number: N/A

Type: N/A

Status: N/A

Current Balance: N/A

Initial Balance: N/A

Currency: N/A

Transaction Details

Amount: N/A

Date: N/A

Original Due Date: N/A

Account: N/A

Category: N/A

Notes: N/A

Status: N/A

Create New Account

Account Name:

Account No. (Optional):

Account Type:

Payment Due Date (Day of Month):

Credit Limit:

Dashboard Display:

Show Outstanding Balance Show Available Balance

Installment Start Date:

Installment Frequency:

Installment Amount:

Maturity/Expiry Date:

Maturity Date:

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

Currency:

Account Status:

Create New Category

Category Name:

Category Type:

Assign to Reporting Head (Optional):

For Income or Expense categories, assign a reporting head. Leave blank if it reports directly.

Add Custom Exchange Rate

Use a custom pair when you need to override the live market rate for one exact conversion.

From Currency:

To Currency:

Define Rate: Edit either line and the matching inverse rate updates automatically.

1 SRC = TGT

SRC = 1 TGT

Add New Recurring/Planned Payment

Create a manual reminder or let the system log an automatic recurring payment on its due date.

Description:

Amount:

Source Account:

Currency (auto-set from source account): Currency: USD

Category:

Destination Account (for Transfers):

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):

Create Transaction Template

Build a reusable transaction shortcut with the account, category, amount, and description you use most often.

Template Name:

Source Account:

Category:

Destination Account (for Transfers):

Amount (Optional):

Description (Optional):

Create New Label

Labels become hashtags you can quickly attach inside notes and descriptions to organize repeated themes.

Label Name:

Label Color:

Create New Budget

Create a monthly or yearly budget for income, expenses, or savings and track progress against the selected period.

Budget Name:

Budget Type:

Target Amount:

Budget Period (Tenor):

Select a Date Within the Period: For a monthly budget, selecting any date in June will set the budget for all of June.

Applicable Categories:

Select Value

Edit User Status

New Status:

Paid Status Expiry Date (YYYY-MM-DD):

User Statistics

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Complete Your Subscription

Make the payment for your selected plan and enter the details below to complete your request.

Payment Method:

Payment Transaction ID:

Last 3 Digits of Mobile Number:

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