Your setup:① Log Month② Goals③ Investments④ Liquidity
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TabFin
Monthly update checklist — a quick reminder of what to do each month
✏️
Log this month's expenses
Go to Log Month → enter income & costs → Save Month
📅
Update fund balances
Go to Fund Tracker → enter each fund's current balance → Save
📈
Save investment values
Go to Investments → enter current market value → Save Values
💰
Mark payouts received
Go to Investments → Payout Income Log → mark each received
💾 Your data is auto-saved in this browser. No action needed — just come back anytime. To use on a different browser, go to Settings → Export Data and save the file.
⚠ Viewing past month
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View:
📋
You're viewing sample data. This is how TabFin looks with real data loaded. When ready, go to ⚙️ Settings → Reset All Data to start fresh and enter your own numbers.
Expense Breakdown
Goal Progress — Saved vs Target
Monthly Expenses & Savings
Fiscal year starts:
📈 Investment Portfolio — Snapshot
Net Worth Projection
Step 1 — Start here
Log this month
Your income and expenses. Takes 2 minutes.
💡 Use rough numbers — you can edit anytime. TabFin gets more accurate as you add more months.
✓
Month logged!
Income and expenses saved for this month.
📋
This is sample data to show you how TabFin works. Edit names and values to match your own. Add rows with + Add or delete ones you don't need. Click 💾 Save Month when done.
Income
Total IncomeAED 0
Fixed Costs
Total Fixed CostsAED 0
Living Costs
Total Living CostsAED 0
📋
This is sample data to show you how TabFin works. Edit names and values to match your own. Add rows with + Add or delete ones you don't need. Click 💾 Save Month when done.
📅 Goal Fund Balances —
Enter each fund's actual balance this month, then 💾 Save Balances. These drive Overview and Net Worth.
All saved months, most recent first. Click a row to load that month.
Step 2 — Goals
What are you saving towards?
Add your first goal to start tracking progress.
🎯 Examples: Home down payment, Emergency fund, Car, Family holiday, Child's education.
✓
Goal added!
TabFin will track your progress every month.
📋
This is sample data to show you how TabFin works. Edit names and values to match your own. Add rows with + Add or delete ones you don't need. Click 💾 Save Month when done.
Click a goal name to rename. Use × to delete.
Step 3 — Investments
Track your portfolio
Add what you're invested in. Start with your largest holding.
📈 Click + Add Investment below to add your first holding. Common in UAE: SIPs, Fixed deposits, Stocks, Gold, NPS.
✓
Investment added!
Your portfolio is now being tracked.
📋
This is sample data to show you how TabFin works. Edit names and values to match your own. Add rows with + Add or delete ones you don't need. Click 💾 Save Month when done.
Filter by person:
SIP Amount Change Log▶
Record each time you changed your monthly SIP amount. Expand a fund below to view or edit its history.
📥 Payout Income Log▶
All expected and received payouts for investments with periodic income (FD, LumpSum income, Other). Mark each as received and tag who received it.
👤 Per-Person Income Summary▶
Projected Future Values (10 years)▶
Investment
Type
Person
Contributed
Current Value
Gain/Loss
Proj. 10yr
Goal
FIRE Corpus Target
—
Total Monthly Investment
—
SIPs + all goal contributions
Current Net Worth Components
Total Net Worth—
20-Year Projection▶
FIRE Status▶
Click a title to rename. Notes auto-save as you type.
🧭 How to Use TabFin
Follow this guide step by step on your first setup, then refer back anytime.
📲 Install TabFin as an App
TabFin works as a Progressive Web App (PWA) — you can install it on your phone or desktop for a full app experience: home screen icon, full screen (no browser bar), and works completely offline.
🤖 Android (Chrome)
Chrome shows an automatic "Install app" banner at the bottom. Tap it to install TabFin directly to your home screen.
🍎 iPhone (Safari)
Tap the Share ↑ button, then tap "Add to Home Screen". TabFin opens full screen like a native app.
✅Once installed — data still auto-saves in your browser. Works offline. No account needed.
⚠️ Installing on a second device does not sync your data — use Export/Import to transfer data between devices.
Step 4 — Last step
Bank accounts & liquidity
Track balances and credit card bills for your liquid position.
🏦 Add your main bank accounts and any outstanding credit card bills.
✓
Setup complete!
All 4 steps done — your TabFin is fully set up.
Changes auto-save, or tap Save to confirm
Bank Accounts & Cash
Total balance in each account.
Total in Banks / CashAED 0
Credit Card Bills Due
Outstanding bill currently due on each card.
Total CC Bills DueAED 0
Other Liabilities
Loans, money owed, pending dues etc.
Total LiabilitiesAED 0
Liquid Cash Summary▶
💱 Currency Settings
📐 Financial Assumptions
Years of expenses for retirement corpus
Used for debt fund projections
Affects trend chart grouping
👨👩👧 Family Members
Tag investments and income to specific people for per-person tracking and payout summaries. Self is always present — add your spouse, parent, or anyone who holds investments in your family.
💾 Data Management
✅
Data auto-saves in this browser. Every change is saved automatically. Just come back and everything will be here. ⚠️ Switching browsers or devices? Export your data first — it does not transfer automatically.