Financial Health (Common DB) v0.1

Assets • Liabilities • Budget Forecasts • P&L • Balance Sheet — Offline-first (IndexedDB)
DB: starting…

Quick Add

Enter historical items (bills, mortgage, rates), income (pension/wages), assets and liabilities. Use recurring items for forecasts.
Tip: Add historical bills by selecting a past date; add income and recurring items to power the budget forecast.
Recurring items drive the Forecast for the next 12 months.
Assets appear on the balance sheet snapshot. Update values any time; the latest value per asset is used.
Liabilities appear on the balance sheet snapshot. The latest balance per liability is used.

Records & Reports

Filter a date range for P&L, view ledger, and generate a 12‑month budget forecast from recurring items plus historical averages.
Date Type Category Payee/Source Notes Amount Actions
Amounts: income is positive, expenses are negative in calculations (displayed by type).
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Total income
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Total expenses
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Net profit/loss
Category Income Expense Net
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Assets
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Liabilities
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Net worth
Assets (latest per name)
NameTypeValue
Liabilities (latest per name)
NameTypeBalance
Month Income Expenses Net
Variable expense estimate = average monthly expenses over your selected history window (last 6 months), excluding categories that are already recurring.
Privacy: Everything stays on this device unless you export it. This is not financial advice — it’s a personal tracking tool.
MrGV