Personal Finance Platform

One clear view of your money, across every account you own.

Kashiq pulls in statements from every bank you use, sorts every transaction automatically, and shows your real spending, savings, and runway in one place. No spreadsheets required.

Free to start, no credit/debit card required
Formats Supported
3
PDF, CSV & XLSX statements
Auto-Classified
100%
of recurring transactions
Time Saved
5+ hrs
every month, no spreadsheets
kashiq.app/dashboard
Net Balance
₹8,42,600
Runway
14.2 mo
To Classify
2
Recent Activity Live
Salary Credit +₹85,000
House Rent −₹28,000
Swiggy Orders −₹3,240
Spend by Category
Food & Dining Rent Shopping Travel Other
Recovered This Month
+₹8,500
From friends & family
Core Capabilities

Everything your money needs in one place

From raw bank statements to a fully sorted view of your finances, Kashiq handles the entire journey of a transaction.

Connect Every Bank Account

Upload statements from any bank as PDF, CSV, or XLSX. Kashiq reads and organizes them in seconds, no manual entry needed.

Automatic Transaction Grouping

Recurring payments like rent, subscriptions, and salary are grouped automatically, so you tag a merchant once, not every month.

Know Your Runway

See exactly how many months your savings will last based on your real spending, updated the moment a new statement lands.

Self-Transfers, Sorted

Money moving between your own accounts, like HDFC to ICICI, is detected automatically so it never inflates your spending.

Track Money Lent & Borrowed

Keep a running balance of what you've lent to friends and family, and always know what's still outstanding.

A Clear History of Every Edit

Every change you make is tracked and timestamped, so you always know what you classified and why.

The Platform

Built for how you actually manage money

Kashiq isn't a dashboard bolted onto a spreadsheet export. It's a real, reconciled record of how your money moves.

Visibility

See where your money goes, the moment it moves

Once a statement is uploaded, Kashiq groups recurring merchants and people, tags direction and type, and surfaces anything unclassified so nothing sits in limbo.

  • Auto-tagged debit and credit direction
  • Editable labels with full change history
  • Classify once, applied to every future match
Transaction Groups 32 groups
Swiggy Expense
Salary Income
Ramesh Kumar Money Lent
HDFC → ICICI Self Transfer
Forecasting

Know your runway before it runs out

Kashiq recalculates your daily spending rate and runway with every new statement, so you see the trend early, not at the end of the month.

  • Daily spending rate, calculated automatically
  • Runway in months and days, always current
  • Custom date ranges, from 30 days to all-time
Net Balance
₹8.4L
Spend / Day
₹1,850
Runway
14.2 mo
at your current spending rate
Reconciliation

Track what's yours, what's shared, what's owed

Transfers between your own accounts and money lent to friends and family are matched automatically, leaving only the balances that actually need your attention.

  • Automatic self-transfer matching across banks
  • Running balance per friend or family member
  • Exportable history whenever you need it
Outstanding by Person
Ramesh Kumar −₹12,000
Priya Shah +₹4,500
Arjun Nair −₹2,500
Product Overview

From statement to sorted, in four steps

The same simple flow whether you're tracking one account or ten.

01

Connect & upload

Upload statements from any bank as PDF, CSV, or XLSX, and Kashiq organizes them in seconds.

Ingestion
02

Classify groups

Recurring merchants and people are grouped automatically. Tag once, and it applies everywhere.

Classification
03

Monitor your money

See your balance, spending, and runway on one dashboard, filterable by date, type, or category.

Visibility
04

Stay reconciled

Self-transfers and personal loans settle automatically, leaving a clean, accurate picture of your money.

Reconciliation