Dashboard
Overview for Sample Client Pvt Ltd
Cash Position
₹ 4,82,600
Across 2 linked accounts
Upcoming Filing
GSTR-3B — due in 6 days
Aug 2026 return
Needs Review
3 transactions
Uncategorized bank feed items
Recent Transactions
| Date | Description | Category | Source | Amount |
|---|
| 12 Sep | Federal Bank — HPCL fuel station | Fuel Expense | Bank feed | ₹ 2,450 |
| 11 Sep | Invoice #INV-0142 — Acme Traders | Sales | Manual | ₹ 68,000 |
| 10 Sep | Office rent — Sep | Rent Expense | OCR scan | ₹ 35,000 |