FINANCIAL COMMAND CENTER
Accumulation
Welcome to Pundi
Start with your first account or transaction. Pundi keeps your finance data private and synced to this account.
Balances
Cash, Bank & Wallets
Clients
Payment Status
Upcoming
Pending Expenses
Distribution
Where the Money Sits
Month View
Planned vs Actual
Total Expense This Month
Ledger only · automatically starts fresh each month without deleting the previous archive.
Mix
Expense Categories
Channel Mix
Expense Channels
Budget Pace
Budget
Ledger
Transactions
Dynamic estimate from this month through December. History is tracking only and excluded from projection.
Monthly
Budget
Mix
Category Breakdown
Yearly
Yearly Expense
Future spending
Events
Events and unpaid credit reduce only the month and year in which they are due.
Credit
Credit Card & PayLater
Non-recurring liability
Entrusted Funds
Active entries reduce either Cash Balance or Stocks once. They never enter recurring expenses or History.
Archive
Paid Items
Remaining client income from this month through December.
Projected income
Recurring Clients
Final payment only
Ending Clients
By ticker
Allocation
Investment liquidity
Netcash & USD Wallet
Editable positions
Holdings
| Ticker | Market | Provider Symbol | Currency (Auto) | Qty (Lot / Shares) | Avg / Share | Current / Fallback | Price State | Value | P/L |
|---|
Target prices
Base
Target prices
Optimistic
Confirmed corporate actions
Dividend Income
Performance benchmark
Portfolio vs S&P 500 / SPY
Trading liquidity
Netcash & USD Wallet
Optional active positions
Trading Portfolio
Execution history
Trading Ledger
Price scenario
Target Price Simulation
Usage
kWh / Day
Latest
Usage & Cost
Log
Electricity History
Annual View
Operating Performance
Timeline
Future Cash + Assets
How long your current liquid balance can support the current monthly budget.
Your biggest spending bucket right now.
Your most concentrated stock position.
Projection
Base vs Optimistic
Briefing
Money Story This Month
Signals