Analysis runs automatically each week and checks for spending anomalies.
Use stronger colors and borders throughout the app.
Enlarge the interface and text. Your choice is saved on this device.
You'll need it to set up a new PIN again and access your data.
Optional manual backup. Your data is encrypted in this browser before upload. Configure a Supabase project and its row-level-security table using the setup SQL in README.md.
Cashero is your personal finance OS for freelancers. Track expenses, analyze spending patterns, set goals, and make smarter financial decisions with AI-powered insights.
Your financial overview at a glance.
- Stat Grid: Shows total income, expenses, net proceeds, and budget utilization
- Budget Usage: Visual progress bar showing spending vs budget limit
- By Category: Breakdown of expenses by spending category
- Projection: AI-calculated estimate of your final balance this month
- Recent: Latest transactions at a glance
Visual breakdowns of your financial data.
- Donut Chart: Category-wise spending distribution
- Line Chart: 6-month income vs expenses trend
- Heatmap: Daily spending intensity for the current month
Analyze month-over-month trends.
- Month-over-Month Table: Compare spending across months and spot patterns
- Savings Rate Trend: Track how your savings percentage changes over time
Set and track financial goals.
- Create savings goals (e.g., "Emergency Fund", "Laptop", "Vacation")
- Set target amounts and deadline dates
- Track progress with visual progress bars
- Goals help keep you motivated and accountable
Manage recurring expenses.
- Add recurring bills: Netflix, Rent, SaaS tools, Insurance, etc.
- Set frequency: Weekly, Monthly, or Yearly
- Auto-log: Recurring expenses are automatically logged on the specified day
- Total recurring/month: See your total fixed costs at a glance
Let AI analyze your finances.
- Analyze Now: Get a detailed breakdown of spending patterns and actionable recommendations
- Weekly Check-In: Mid-week pulse on your spending
- Category Deep Dive: In-depth analysis of specific spending categories
- Anomaly Detection: AI flags unusual spending patterns automatically
Manually log a new expense.
- Amount: How much did you spend?
- Category: What type of expense (Food, Transport, etc.)
- Date: When did you spend it?
- Note: Add context (e.g., "Lunch with client")
- Recurring: Mark if this is a one-time, weekly, monthly, or yearly expense
Track your income payouts.
- Record monthly payout amounts
- Add notes (e.g., "Client name", "Project")
- View payout history over time
- Helps with income trend analysis
Complete transaction log.
- View all expenses with dates, amounts, and categories
- Delete transactions if needed
- See duplicate expense warnings
- Search in plain language, such as "food last month" or "coffee over $5"
- Total spent displayed at the top
Comprehensive annual financial summary.
- Year selector: Choose different years
- Annual stats: Total income, expenses, net, savings rate
- Highlights: Best/worst months, highest spending category
- Monthly breakdown: Detailed table of all months
- Download PDF: Generate printable annual report
Add expenses using natural language.
- Type naturally: "spent $45 on lunch with client"
- AI extracts amount, category, date, and note automatically
- Review parsed data before saving
- Press Q or click the ⚡ button anytime to quick add
Navigation and tools at a glance.
- Hamburger menu: Click to expand/collapse sidebar
- Light/Dark Mode: Toggle between themes (topbar icon)
- Export CSV: Download all data as spreadsheet
- Backup JSON: Save complete backup of your data
- Restore JSON: Upload a previously saved backup
- Settings: Currency, PIN lock, auto-lock timeout, and data management
- Use Quick Add for fast data entry on the go
- Set recurring expenses so they auto-log each month
- Run AI Analysis weekly for personalized insights
- Check Charts to visualize spending trends
- Use Goals to stay motivated about your savings targets
- Export/Backup regularly to prevent data loss
- The data is stored locally - your finances stay private