Next Portfolio vs Spending Analysis

Next Portfolio is one-stop shopping for all your investment needs. You can use this state of the art app to stay on top of your Complete Financial Portfolio with all assets: - Mutual Funds - Equity Shares - Bonds - Fixed Deposits - PMS - Insurance Key Features: - Complete Portfolio report download including all assets. - View historical Performace of your Portfolio easily - Easy login via your Google email id. - Transaction statement of any period - 1 Click Statement of Account Download for any Asset Management Company in India - Advanced Capital Gain Reports - Invest Online in any Mutual fund scheme or New Fund Offer. Track all orders till the allotment of units to keep complete transparency - SIP Report to be informed of your Running and Upcoming SIPs, STPs. - Insurance list to keep track of premiums to be paid. - Folio details registered with each AMC. Calculators and Tools available: - Retirement Calculator - SIP Calculator - SIP Delay Calculator - SIP Step up Calculator - Marriage Calculator - EMI Calculator

BudgetSwipe is a powerful spending analyzer that helps you understand where your money goes. No bank sync. No manual logging. Just import your CSV bank statement, swipe to categorize, and unlock detailed spending insights — all without creating an account or sharing your data. IMPORT, SWIPE, ANALYZE Export a CSV from your bank, upload it to BudgetSwipe, and categorize transactions with a simple swipe. Choose to categorize individually or group by merchant for fast bulk categorization. Duplicate transactions are automatically detected and skipped. Minimal effort, maximum insight. SPENDING INSIGHTS & ANALYTICS Once your transactions are categorized, explore interactive charts including cumulative spending trends, month-to-month comparisons, top merchants, and detailed category breakdowns — all generated automatically from your imported statements. DASHBOARD OVERVIEW See your complete financial picture on one screen. Cumulative spending charts show your pace through the month. Category breakdowns reveal where your money goes. Income, expenses, and savings at a glance. 50/30/20 BUDGETING BUILT IN Organize your spending into needs, wants, and savings — the proven 50/30/20 framework. Set budgets for each expense category, track your progress with visual indicators, and see exactly where you stand. CUSTOM CATEGORIES & BUDGETS Create your own categories with custom emojis. Classify expenses as essential (needs) or non-essential (wants) to understand your spending habits. Add income sources and savings goals too. Manage categories and budgets separately for full control. EXPORT YOUR DATA Export your transactions to CSV at any time. Your data belongs to you — take it wherever you need it. MULTIPLE ACCOUNTS Analyze spending across different bank accounts. Import statements from each and keep everything organized in one place. 20 CURRENCIES SUPPORTED Use BudgetSwipe in your local currency. Supports GBP, USD, EUR, CAD, AUD, JPY, CNY, INR, CHF, NZD, SEK, NOK, DKK, PLN, BRL, MXN, SGD, HKD, KRW, and ZAR. APPEARANCE Choose between light, dark, or system appearance to match your preference. REMINDERS Set customizable reminders to upload your bank statements. Choose daily, weekdays, weekends, weekly, or monthly notifications at whatever time suits you. PRIVACY FIRST Your financial data stays on your device. No account required, no cloud sync, no data sharing. Bank statements are processed entirely on-device and never transmitted. We use minimal analytics for app improvement only. BUDGETSWIPE PRO BudgetSwipe is free to use with generous limits. Upgrade to Pro for unlimited CSV bank statement imports and advanced spending analytics. Available as a monthly subscription or a one-time lifetime purchase. Terms of Use: https://budgetswipe.netlify.app/terms/ Privacy Policy: https://budgetswipe.netlify.app/privacy/