Press Enter to add. Click ✕ to remove. These appear in all transaction forms.
💡 Defaults: eSewa, Cash, Bank Transfer, Khalti, IME Pay, Cheque, Other.
🔔 Alert Thresholds
Budget Warning at (%)
Overdue Alert (days past due)
📤 Export Data
📥 Import Data
📁 Select backup JSON file
⚠ Importing merges data — does not replace. Always export backup first.
🗑 Clear Data
🏷 App Identity
App / Business Name
Updates navbar, login page title & browser tab
Login Subtitle
Your Greeting Name
Used in "Welcome back, [Name]"
Login Page Title Color
Nav Background Opacity
Live Preview
💰
Saroj Personal Accounting
😀 Logo Emoji / Custom Icon
Upload a custom icon image OR pick an emoji. Image takes priority over emoji when set.
🖼 Custom Icon Image (overrides emoji)
🖼
Upload a small square image (icon/avatar). Shown in navbar & login instead of emoji.
📁 Upload Icon
No custom icon uploaded
💰
Selected emoji (fallback)
💰
🎨 Login Page Background
✨
Gold Classic
🌊
Ocean Blue
🌲
Forest
🔥
Crimson
🔮
Royal Purple
🌅
Aurora
🔔 Toast Notification Style
Position
Duration
Style
📊 Dashboard Widget Visibility
Toggle sections that appear on your dashboard
📊 Stat Cards (Income, Balance, Expenses)
Top summary numbers
🔔 Alert Banners
Budget & overdue warnings
⚡ Quick Actions Section
💼 Finance Tools Section
🔒 Personal Tools Section
📈 Dashboard Charts
Month & trend charts
📱 Floating Bottom Nav
Quick navigation bar (great on mobile)
⚡ Quick Transaction Templates
Save frequent transactions for one-tap entry in the New Transaction page
➕ New Template
Template Name
Emoji Icon
Account Name
Type
Amount (Rs.)
Payment
Description
🎯 Savings Goals
Set financial goals and track your progress toward them
➕ New Goal
Goal Name
Icon Emoji
Target Amount (Rs.)
Current Saved (Rs.)
Deadline
Category
Notes
📊 Goals Overview
🎯
No goals added yet. Set your first goal above!
🔑 App Lock PIN
Lock the entire app with a PIN. Different from your Vault PIN.
App Lock is currently disabled
New PIN (4–8 digits)
Confirm PIN
Auto-Lock After
Lock on Sign Out
ℹ About App Lock
🔒 App Lock uses a local PIN stored in your browser. It prevents casual access but is separate from Firebase authentication. The Vault PIN protects only the Password Vault.
✅ Even if someone bypasses the App Lock PIN, they still need your Firebase account password to access actual data.
🏦 Manage Bank Accounts
Add and track your Nepali bank accounts. Balances update automatically with Fund Transfers.
🏦
No bank accounts yet
➕ Add Bank Account
Bank Name
Custom Bank Name
Account Holder
Account No. (optional)
Type
Balance (Rs.)
Color Tag
💡 Fund transfers between bank and cash automatically create paired Expense + Income entries in your ledger under "Transfer" type.
📄 PDF Export Templates (27 Designs)
Full control over PDF appearance — choose from 27 professional templates, adjust colors, fonts, sizes and layout.
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📥 Bulk Import via CSV
Import many transactions at once from a spreadsheet CSV file. Auto-detects column headers.
Expected columns (any order, any capitalization): Date, Account, Type, Payment, Amount, Description, Reference 💡 Export from Excel/Google Sheets as CSV, then import here. The app auto-maps columns.
📱 View Photos from Any Device
✅ Photos are already accessible from any device!
Steps to view from another device:
1️⃣ Open this HTML file in any browser
2️⃣ Sign in with your email & password
3️⃣ Go to Photo Gallery or open Ledger
4️⃣ All photos load automatically from Firebase Cloud
To host online for global access:
Upload to Firebase Hosting, Netlify, or GitHub Pages
💼 Owner & Business Feature Guide
📊 P&L Statement: Know exact profit/loss. Generate in Financial Statements.
🎯 Budget: Daily pace forecasts, projected totals, on-track alerts.
🤝 Debtors/Creditors: Track receivables & payables. Overdue alerts on dashboard.
💎 Net Worth: Add assets and liabilities. See your true financial position.
📈 Advanced Reports: 12-month bar/line, top-10 horizontal bar, monthly summary table with savings %.
🔐 Password Vault: Store all passwords. PIN-protected. 16-char strong password generator.
🖼 Photo Gallery: All receipt photos. Cloud-stored, cross-device, searchable by date.
📝 Notes & Reminders: Priority notes with date reminders. Upcoming reminders shown on dashboard.
🔒 All passwords are protected by Firebase authentication. Only you can access them when signed in. Set a PIN for extra protection.
Receipt Photo Gallery
All uploaded photos — viewable from any device
📱 Cross-Device Access! Photos are stored on Firebase Cloud Storage. Sign in from any phone, tablet, or computer to view receipts instantly. Photos never expire.
🔗 To share a photo: Open it → click "Open / Download" → copy URL from your browser → share with anyone.
📷
No photos yet. Upload receipt photos when adding transactions.