Dashboard

Comprehensive financial overview with real-time analytics and insights

  • Welcome Message to User
  • Latest Five Upcoming Events
  • Monthly & Yearly Financial Overview
  • Transaction Statistics & Charts

Control Panel

Complete system administration and user management

  • User Creation with Role Assignment
  • View
  • Edit & Delete Permissions
  • Data Export as PDF & CSV
  • System Configuration

SMS & Email

Integrated communication system with bulk messaging

  • Direct SMS & Email from System
  • Scheduled Messaging for Occasions
  • Customizable Templates
  • Automated Greetings

Contact Management

Complete contact management for assets and liabilities

  • Contact List for Assets & Liabilities
  • Auto Birthday & Anniversary Messages
  • Contact Photos & ID Storage
  • Quick Contact Reference

Investment Management

Complete investment portfolio management

  • Project-based Investment Categories
  • Category-wise Investment Tracking
  • Individual Project Reports
  • Investment Performance Analysis

Income Management

Track and manage all income sources efficiently

  • Custom Income Categories
  • Category-wise Income Tracking
  • Individual Income Reports
  • Income Source Management

Expense Management

Track and manage all expenses efficiently

  • Custom Expense Categories
  • Category-wise Expense Tracking
  • Individual Expense Reports
  • Expense Pattern Analysis

Assets Management

Complete assets tracking and management

  • Custom Asset Categories
  • Category-wise Asset Tracking
  • SMS/Email Alerts with PDF Vouchers
  • Monthly Automated Reports

Liabilities Management

Complete liabilities tracking and management

  • Custom Liability Categories
  • Category-wise Liability Tracking
  • SMS/Email Alerts with PDF Vouchers
  • Monthly Automated Reports

Bankbooks Management

Complete bank account management

  • Bank Account List Management
  • All Bank Transactions Overview
  • Scheduled Bank Transfers
  • Individual Bank Account Reports

Payment Management

Subscription and payment management

  • Subscription Status Monitoring
  • Payment Processing
  • Payment History Tracking
  • Package Upgrade Options

Transaction History

Complete transaction tracking and management

  • Date-wise Transaction Listing
  • Assets & Liabilities Invoice Download
  • Transaction Filtering & Search
  • Transaction Analytics

Accounts

Complete accounting and bookkeeping

  • General Ledger Management
  • Trial Balance & Balance Sheet
  • Profit & Loss Statements
  • Cash Flow Management

Complete Financial Solution

PocketHisab provides a comprehensive personal finance management solution with all the tools you need to track, manage, and optimize your financial life. From daily transactions to long-term investments, our platform helps you achieve your financial goals with ease and confidence.