👁 You are in viewer mode — read-only access
💰 Expense Tracker
Your personal finance dashboard — track, categorise, and analyse every expense in one place.
Overview
High-level summary of the dashboard.
Overview
→
Expense
Track and review expense entries.
Expense
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Clients
Client-wise income, GP and NP breakdown.
Clients
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Director
Director-level view and insights.
Director
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Account Manager
Account manager view and insights.
Acct Manager
→
Upload Data
Import expense data from Excel or CSV.
Import
→
Settings
Change password and app preferences.
Settings
→
Overview
Company-wide financial summary across all divisions & directors
Monthly Income vs Expense
Bar chart — monthly comparison
Income by Division
Division-wise income distribution
Expense Breakdown by Category
Top 8 categories by amount
Net Profit by Month
Green = profit · Red = loss
🏢 Division P&L Summary
🏆 Top Clients — Full P&L Breakdown
🆕 New vs Old Income & Expense
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📅 Month-wise Comparison
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👔 Director-wise Comparison
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Expense
Detailed expense breakdown — categories, divisions, and payroll
Expense by Category
Top categories by spend
Expense by Division
Division-wise expense split
📋 Job Board & ATS Costs 536-001
Clients
Client-wise income, gross profit and net profit breakdown
Top Clients by Income
Revenue contribution per client
GP vs NP by Client
Gross profit vs net profit per client
🏢 Client P&L Summary
| Client | Income | Inc % | Total Expense | GP | GP % | Other Exp | NP | NP % |
|---|
Director
Performance breakdown by director — income, expense & net profit
Income vs Expense by Director
Grouped bar — income, GP & NP per director
GP vs Net Profit
Gross profit vs net profit comparison
👔 Director P&L Summary
| Director | Income | Direct Exp | GP | GP% | Other Exp | NP | NP% |
|---|
🏆 Top Clients per Director
💰 Client-wise Contribution
Account Manager
Income, expense, GP & NP ranked by account manager
Top 10 AMs by Income
Ranked by total income generated
Monthly Income — Top AMs
Month-over-month trend by AM
GP vs NP — Top 10 AMs
Gross profit vs net profit per account manager
🧑💼 Account Manager P&L
| # | Account Manager | Director | Total Income | Share % |
|---|
Upload Data
Import expense data from Excel (.xlsx) or CSV files
💡 Expected columns: Date · Amount · Category · Vendor · Description · Status
Share Links
Give others read-only access — no login needed
🔗 Share Dashboard with Viewers
Viewers get read-only access — they can view all pages but cannot upload data or change settings. No login needed.
✅ OPTION A — Same office / same Wi-Fi (works right now, zero setup)
For viewers on the same office network. Copy and share — no extra software needed.
This link only works while your computer is on and the app is running.
🌐 OPTION B — Internet / remote access (viewers outside the office)
Requires a one-time free tunnel setup. Cloudflare Tunnel is 100% free — no credit card needed.
Setup (5 min, one time only):
1. Download
2. Rename it to
3. Run
4. The public URL + your token below = the complete link to share with viewers
1. Download
cloudflared-windows-amd64.exe from
github.com/cloudflare/cloudflared/releases2. Rename it to
cloudflared.exe and save it in your expense-tracker folder3. Run
SHARE_ONLINE.bat — it starts the dashboard AND prints a public https:// URL4. The public URL + your token below = the complete link to share with viewers
Step 1 — Paste your Cloudflare tunnel URL here:
Step 2 — Copy this complete link and send to your viewers:
Raw viewer token:
Named Links
Optional — create separate links for specific people
Settings
App preferences and account settings
🔑 Change Password
🌐 Share Dashboard
Viewers get read-only access — they can view all pages but cannot upload data or change settings. No login needed.
✅ OPTION A — Same office / same Wi-Fi
For viewers on the same network. Copy and share — no extra setup needed.
🌐 OPTION B — Internet / remote access (anywhere in the world)
Run
SHARE_ONLINE.bat — it opens the dashboard AND prints a https:// URL. Paste it below.
Step 1 — Paste your Cloudflare tunnel URL here:
Step 2 — Copy this complete link and send to your viewers:
Raw token:
ℹ️ App Info
App: Expense Tracker
Port: 4001
Data folder: data/
Default Login: admin@expensetracker.com / Admin123
⚠️ Change your password after first login.