AiTaxBot

Financial Dashboard

Financial Overview

Net Worth

₹12,50,0005.2%

Month-over-month change

Total Assets

₹14,50,000

From investments, properties & cash

Total Liabilities

₹2,00,000

From loans & other debts

Financial Health

78

Excellent

Asset Breakdown

How your assets are distributed

Investments
₹8,50,000
Cash
₹1,20,000
Property
₹4,80,000

Liability Breakdown

Your current debt structure

Home Loan
₹1,50,000
Personal Loan
₹40,000
Credit Card
₹10,000

Recent Activity

Your recent financial transactions

EMI Payment

Home loan EMI payment processed

4/5/2025

-₹24,500

SIP Investment

Monthly SIP in HDFC Mid-cap

4/4/2025

-₹15,000

Interest Credited

FD interest credited

4/2/2025

+₹8,750

PPF Deposit

Quarterly PPF deposit

4/1/2025

-₹50,000

Showing last 4 transactions

Upcoming Reminders

Important financial dates and reminders

Tax Filing Due

Last date for filing income tax return

HighDue: 7/31/2025
103 days left

SIP Review

Quarterly review of SIP performance

MediumDue: 4/15/2025
-4 days left

Insurance Premium

Annual health insurance premium payment

MediumDue: 5/10/2025
21 days left