Raj Finance

Offline multi-currency money tracker · v8.2

Dashboard

Totals are shown separately for each currency.
0 transactions

Quick Add

Latest bank balance from imported statements

Shows closing balances when the imported file includes a BAL/Balance column. This is separate from net movement totals.
Reconciliation
Account/sourceCurrencyLatest bank balanceAs of

Income vs spending by currency

IncomeSpending

Currency summary table

Based on current dashboard filter
CurrencyIncomeSpendingNetRows

Pie chart by transaction type

Cash flow view

By transaction type

By category

Transactions

Edit after import, search, delete, or export anytime.
DateMonthDescriptionCategoryTypeMethodCurrencyIncomeSpendingNet

Import statement

Best format: CSV exported from your bank. v8.2 improves bank balance reconciliation, the dashboard, payment-method detection, PDF text extraction, and Excel XLS/XLSX import. PDF/Excel may need internet the first time to load the reader.

Drop a file here
or tap to choose CSV, PDF, TXT, QIF, OFX, XLS/XLSX

Import rules

Nothing is uploaded. File reading and categorisation happen in this browser only.
  • Map columns first, then review transactions.
  • Duplicates are detected before saving.
  • You can change category, type, currency, amount, or remove rows before finalising.
  • Use Export to back up your data as JSON/CSV.
  • PDF import is best-effort: always review the extracted rows before finalising.
  • v6 adds confidence scoring, suspicious-row flags, optional statement total check, and Excel import.
iPhone tip: Add the hosted app to Home Screen from Safari for the smoothest offline experience.

Settings

Currencies

Backups

Back up regularly. Browser local storage can be cleared if Safari storage is reset.

Dropdown lists

These defaults came from your spreadsheet. Add extra items comma-separated.

Optional encrypted automatic cloud sync

Local/offline mode still works without this. Auto sync uses Firebase Firestore realtime updates and uploads an encrypted backup blob, not readable transaction rows. Internet is required for live sync.

Keep your passphrase safe. If you lose it, the cloud backup cannot be decrypted.
Cloud sync not configured yet.
Firebase setup rules 
rules_version = '2';
service cloud.firestore {
  match /databases/{database}/documents {
    match /rajFinanceSync/{syncId} {
      allow read, write: if request.auth != null;
    }
  }
}

Install notes

  1. Use the app from a hosted link to enable true Home Screen offline mode.
  2. Open it in Safari, tap Share, then Add to Home Screen.
  3. After first load, it will cache itself and keep your data on your phone.