Record intake
OCR-assisted review
Upload supported receipts or documents, then verify mapped fields before saving.
Finance app
Finance Tracker
Personal investment workspace
Track every investment, contribution, and holding in one place.
Organize FDs, LIC policies, PPF and Sukanya deposits, bank savings, and share holdings in one clear portfolio. Review due dates, upload receipts for assisted field mapping, and turn everyday entries into a usable investment history.
180-day configurable free trial for new accounts.
Investment records
FD, LIC and more
Keep numbers, documents, nominees, and important dates together.
Savings ledger
PPF and Sukanya
Log dated deposits, running balances, and year-end interest.
Portfolio view
Holding snapshots
Import holdings and refresh available market prices in one view.
Portfolio overview
Portfolio overview
Available data
Total value
Rs. 48.2L
Records, savings, and holdings
Contribution ledger
32
Dated PPF and Sukanya entries
Portfolio checks
04
Due dates and review items
Latest activity
Record checks and portfolio updates
Updated a few minutes ago
Module
Status
Last run
Result
FD receipt review
Mapped
Today, 08:15
Ready to save
Sukanya contribution
Logged
Today, 08:21
Balance updated
Document intake
Upload a receipt or document, review the mapped values, and then save the record.
Holding snapshots
Import holdings, refresh supported prices, and compare current value with invested value.
Review loop
Use due dates, reports, feedback, and saved analyses to keep the portfolio review practical.
Long-term savings
Contribution history
Capture PPF and Sukanya deposits by date instead of losing them in a yearly total.
Share portfolio
Holdings and LTP
Import holdings, retain your remarks, and refresh available market values in bulk.
Review and support
Reports and feedback
Create investment reports, keep due dates visible, and send feedback directly to the admin inbox.
A practical workflow
From document to portfolio review.
The workspace is designed around the actions that matter: capture information, keep it current, and review it when a decision is due.
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01 / CAPTURECreate a record or upload a receipt
Start with the information you have and review mapped document fields.
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02 / LOGAdd dated savings entries
Record PPF and Sukanya deposits as they happen, not at year end.
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03 / MONITORRefresh holdings and follow-ups
Use available market data, maturity dates, and payment dues to focus attention.
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04 / REVIEWUse reports for the bigger picture
See the organized portfolio and revisit items that need a decision.
Finance search topics
Built to answer the searches people already make.
This public content helps the site rank for useful terms like FD tracker, LIC policy tracker, PPF tracker, Sukanya tracker, and share holdings tracker.
Open guides hubGuide
FD tracker
Track maturity dates, renewal choices, and payout details for fixed deposits across banks.
Read the guideGuide
LIC policy tracker
Keep policy numbers, premium cycles, nominee details, and maturity planning in one place.
Read the guideGuide
PPF tracker
Log dated contributions and review your PPF balance history without rebuilding it from scratch.
Read the guideGuide
Sukanya tracker
Record annual deposits and maturity planning for Sukanya Samriddhi savings.
Read the guideGuide
Share holdings tracker
Import holdings, refresh market values, and review gain or loss in a single view.
Read the guideGuide
Investment OCR
Turn receipts and statements into reviewable draft records with less manual typing.
Read the guideFrequently asked questions
Built for details that should not get lost.
What can I organize in Finance Tracker?
FDs, LIC policies, PPF, Sukanya Samriddhi, bank savings, share holdings, documents, due dates, and reports can be reviewed from the same workspace.
How are PPF and Sukanya deposits handled?
Each deposit can be entered with its date and amount, creating a contribution history and supporting year-end interest tracking.
Can a document help create an investment record?
Yes. Supported PDF and image uploads can assist with mapping record details. You review every field before saving.
Clear product boundaries
Built to organise financial information, not to provide financial advice.
Finance Tracker is an early-stage personal record-keeping product. It does not claim a financial-services licence, regulatory registration, security certification, or compliance approval.