Dashboard
Overview of your family finances
Total Income
Total Expense
Savings
Active Loans
Investments
Net Balance
💰 Balance Summary
| Account / Bank | Opening Balance | Closing Balance | Net Change | Actions |
|---|---|---|---|---|
| No balances set. Click "+ Set Balance" to add. | ||||
🔄 Recent Transfers
No transfers yet. Use "Transfer" type when adding a transaction.
🔔 Upcoming EMI, LIC & Mutual Fund Payments
| Type | Name / Scheme | Member | Due Date | Amount | Status |
|---|---|---|---|---|---|
| No upcoming payments. Add Loans or Investments to track due dates. | |||||
Income vs Expense (Monthly)
Expense by Category
Spending by Member
Transactions
Manage income & expenses
| Date | Type | Category | Description | Member | Payment | Amount | Actions |
|---|---|---|---|---|---|---|---|
| No transactions yet. Click "+ Add Transaction" to get started. | |||||||
Budget Goals
Set spending limits per category
Family Members
Manage your family team
🌳 Family Tree
Loans & EMI Tracker
Track all loans, EMIs, tenure & auto-reduce balance on payment
Total Loan (with Interest)
Monthly EMI Total
Total Paid
Balance Principal
Interest Pending
| Loan Type | Lender / Bank | Principal | Interest Rate | Tenure | EMI | EMIs Paid | Balance (P + Int) | Status | Actions |
|---|---|---|---|---|---|---|---|---|---|
| No loans added. Click "+ Add Loan" to track your loans. | |||||||||
EMI Payment History
🔔 Email + WhatsApp reminders sent 3 days before EMI due date
| Date | Loan | EMI Amount | Principal Portion | Interest Portion | Remaining Balance |
|---|---|---|---|---|---|
| No EMI payments recorded yet. | |||||
Investment Portfolio
Track Mutual Funds, Bonds, FDs & more
Total Invested
Current Value
Total Returns
Avg. Return %
| Type | Name / Scheme | Invested Amount | Current Value | Returns | Start Date | Maturity | Status | Actions |
|---|---|---|---|---|---|---|---|---|
| No investments added. Click "+ Add Investment" to track your portfolio. | ||||||||
📅 SIP & Recurring Investments
Track your monthly SIPs, LIC premiums & recurring investments
| Type | Scheme / Name | SIP Amount | Due Day | Next Due | Status |
|---|---|---|---|---|---|
| No SIPs found. Add investments with "Monthly Contribution" to track here. | |||||
🔔 Reminders will be sent via WhatsApp & Email 3 days before due date.
Start Investing Today with GroMoneyCapital
Mutual Funds, SIPs, Insurance, FDs — Expert-guided investments for your family.
Portfolio Allocation
Investment Growth
Insurance Tracker
Track all family insurance policies & renewals
Active Policies
Total Premium/Year
Total Coverage
Renewals Soon
| Type | Policy Name | Provider | Member | Premium | Coverage | Renewal Date | Status | Actions |
|---|---|---|---|---|---|---|---|---|
| No insurance policies added. Click "+ Add Policy" to track your family's insurance. | ||||||||
🔔 Auto-reminders: Email + WhatsApp sent 15, 7, 3 & 1 day before renewal date.
Compare & Buy Insurance →Net Worth Dashboard
Complete overview of your family's financial health
Total Assets
Total Liabilities
Net Worth
Upcoming EMIs
Assets vs Liabilities
Asset Breakdown
⚠️ Upcoming Payments & Alerts
No upcoming payments.
Monthly Reports
Detailed financial summary
Monthly Summary
Select a month to generate report.
Upgrade Your Plan
Unlock more features for your family
Free
- ✅ 3 family members
- ✅ 50 transactions/month
- ✅ Dashboard & charts
- ✅ Budget goals
- ❌ Loan & EMI tracker
- ❌ Investment portfolio
Pro
- ✅ 6 family members
- ✅ Unlimited transactions
- ✅ Loan & EMI tracker
- ✅ Investment portfolio
- ✅ CSV & PDF export
- ✅ Email reports & alerts
Enterprise
- ✅ 10 family members
- ✅ Everything in Pro
- 🔜 Multi-currency COMING SOON
- ✅ Priority support
- 🔜 Custom categories COMING SOON
- 🔜 API access COMING SOON
Have a coupon code?
Got a promo code from a friend or campaign? Enter it above to unlock your discount.
Settings
Profile & preferences
Profile Information
Max 200KB. JPG/PNG
App Settings
Bank Accounts & UPI
Add your bank accounts and UPI IDs for payment tracking.
Refer & Earn (For Others - NOT Family)
Share this link with friends outside your family. Earn ₹50 for every paid referral!
⚠️ NOT for family members! To add family members, go to "Family Members" section → click "Invite" button.
Sends a beautiful branded email with your referral link, logo & 20% off offer.
Use Your Earnings
Your referral code: - | Share with friends outside your family. Earn ₹50 per paid signup!
Note: Family members joining via invite link do NOT earn referral rewards.
Danger Zone
Permanently delete your account and all associated data. This action cannot be undone.