Overview
Overview configured for Personal.
Personal Finance
Personal finance software for accounts, budgets and goals
Keep accounts, spending, budgets, bills, loans, cards and goals together in a private workspace.
Quick setupStart in minutesIndustry readyReady for your workflowAll-in-oneBilling, reports & more
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Who this is for
Individuals and families who want one clear view of everyday money.
What this replaces
Replace scattered notes and separate trackers with one organised personal-finance record.
Serve Your Customers
Record income and expenses, review balances and keep bills, loans and goals organised.
Accounts
Accounts configured for Personal.
Transactions
Transactions configured for Personal.
Customer Actions
Secure customer payment, feedback, approval, tracking and document actions.
Categories
Categories configured for Personal.
Budgets
Budgets configured for Personal.
Reports
Reports configured for Personal.
Bills
Bills configured for Personal.
Settings
Settings configured for Personal.
Packages
Packages configured for Personal.
Business Masters
Shared party, item and organizational masters.
Sales & Invoices
Sales & Receivables shared ERP engine.
ERP Analytics
ERP reporting and analytics.
Run Your Business
Use budgets and reports to understand where money goes and what needs attention.
Overview
Overview configured for Personal.
Accounts
Accounts configured for Personal.
Transactions
Transactions configured for Personal.
Customer Actions
Secure customer payment, feedback, approval, tracking and document actions.
Categories
Categories configured for Personal.
Budgets
Budgets configured for Personal.
Reports
Reports configured for Personal.
Bills
Bills configured for Personal.
Settings
Settings configured for Personal.
Packages
Packages configured for Personal.
Business Masters
Shared party, item and organizational masters.
Accounting & Tax
Double-entry accounting, GST and TDS foundation.
Procurement
Procurement shared ERP engine.
Inventory
Inventory shared ERP engine.
Assets
Fixed Assets shared ERP engine.
Compliance
Compliance shared ERP engine.
ERP Analytics
ERP reporting and analytics.
Approvals
Governed approvals and audit evidence.
Daily workflow
Follow a clear path from the first customer or business action to its connected record and report.
- 1Add accounts
- 2Record activity
- 3Set budgets
- 4Review reports
Team roles
Least-privilege starting roles are provisioned with the Pack and can be reviewed by a workspace administrator.
Personal Finance Manager
Access remains permission and scope controlled.
Dashboard preview
Track your money, plans and financial progress.
Personal Finance Overview
Reports
Available reports still require the corresponding module and permission.
Cash Flow
Income vs Expense
Budget vs Actual
Personal Performance
Multiple locations and staff access
Workspace roles and location scope control what each team member can see or change. Availability follows this Pack’s supported configuration and the active subscription.
Included in this Pack
The customer and business work listed on this page is available with an active plan and the right staff access.
Not included yet
- Business billing, inventory and staff workflows are not part of Personal Finance.
Actual KharchaBill sign-in screen
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Real businesses. Real results.
Hear from businesses using KharchaBill.
“Simple to use and exactly what our team needed. Billing and tracking are effortless.”
“Great for multi-location management. Inventory and reports save us hours every week.”
“The setup was quick and the support team is always helpful. Highly recommended.”
Ready to streamline your business?
Start with a Business Pack configured for the way you work.
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