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Daily Khata Pro — Free, open-source app for tracking daily income and expenses, managing financial goals, work records, statements, and useful calculation tools, with offline-first privacy.

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📊 Daily Khata Pro

Free Standard Edition, Privacy-First & Open Source (MIT) Universal Professional Daily Income & Expense Ledger with 6-Fund Rule Allocation, Work Deliverables, Daily Life Timeline Tracker, Calculator Suite & Offline Privacy Vault.

Live Web App GitHub Repo Free Standard Edition React Tailwind CSS License: MIT


🌟 Overview

Daily Khata Pro is a modern, privacy-first, 100% client-side financial management and productivity application designed for freelancers, agency owners, contractors, small business owners, and individuals.

It implements the proven 6-Fund Money Allocation Rule (Needs, Emergency, Investment, Growth, Entertainment, Giving) to automatically distribute income streams into disciplined financial buckets while keeping track of project deliverables, daily work logs, and life habits in one seamless dashboard.

💖 Free Standard Edition & Commercial Policy

Daily Khata Pro is open source under the permissive MIT License. The core standard edition provides comprehensive offline bookkeeping, smart fund allocations, passbooks, and financial calculator tools without any mandatory subscription fees.

To support ongoing development, cloud syncing enhancements, and sustainable infrastructure, the platform reserves the flexibility in future releases to offer optional pro subscription tiers, curated partner sponsorships, or non-intrusive contextual advertising, while keeping essential offline ledger functions accessible.


✨ Key Features & Modules

💰 1. Smart 6-Fund Allocation Engine

  • Automated Distribution: Automatically splits incoming earnings across 6 custom-weighted funds:
    • 🏠 Personal & Household Needs (Default: 40%)
    • 🛡️ Emergency Fund (Default: 15%)
    • 📈 Wealth & Long-Term Investment (Default: 15%)
    • 💡 Skill Learning & Business Growth (Default: 10%)
    • 🍿 Entertainment & Lifestyle (Default: 10%)
    • 🤲 Charity & Community Giving (Default: 10%)
  • Custom Percentages: Customize allocation percentages with real-time validation ensuring a strict 100% total balance.
  • Deposit / Transfer System: Directly allocate funds or transfer balances between specific fund buckets with complete audit trails.

🛡️ 2. Privacy & Passcode Security Vault

  • 4–6 Digit App PIN Lock: Protect financial transactions, income stats, and personal journals.
  • Auto-Lock on Leave: Automatically engages the lock screen when switching browser tabs, minimizing the app, or locking the device.
  • Master Recovery Code & Security Questions: Secure PIN reset workflow without losing your local ledger data.
  • 100% Offline & Client-Side: All data stays strictly in your browser (localStorage). Zero cloud databases, zero server telemetry.

💼 3. Work Deliverables & Project Tracker (/tracker)

  • Log client milestones, electrical/technical projects, freelancing jobs, and business tasks.
  • Track client names, payment status (Paid, Pending, Partial), deliverable links, priorities, and deadlines.
  • Filter by status, category, and date range.

📖 4. Daily Life Timeline & Journal (/notes)

  • Log daily routines, reflection notes, mood ratings, habit achievements, and health checkpoints.
  • Tagged entries with color-coded tags and chronological timeline visualization.

🎯 5. Goal Target Tracker (/goals)

  • Set short-term and long-term financial targets (e.g., Equipment purchase, Vehicle fund, Higher studies).
  • Visual progress bars, milestone calculations, target deadlines, and one-tap goal deposits.

🧮 6. Calculators & Universal Cross-Forex Suite (/calculator)

  • Universal Multi-Country Cross-Currency Calculator: Any-to-any conversion across 25+ currencies (USD, INR, EUR, AED, SAR, GBP, JPY, CAD, etc.) with reverse rates, global comparison matrix, bank spread markup, SWIFT wire fees, and printable slips.
  • SIP & Mutual Funds Calculator: Calculate future corpus with compounding interest and inflation adjustment.
  • Loan EMI Calculator: Monthly breakdown of principal vs interest with amortization schedules.
  • Fixed Deposit (FD) & RD Calculator: Maturity return calculator.
  • GST & Tax Tool: Add or extract GST percentages instantly.
  • Rule of 72 & CAGR Calculator: Calculate investment doubling time and compounded annual growth.

🤝 7. Loan & Udhar Bahi Khata (/loans)

  • Track money lent (Udhar Diya) and money borrowed (Karz Liya) with customer/contact names.
  • Record partial repayments with timestamps and balance tracking.
  • Generate settlement receipts and promissory slips with 1-tap WhatsApp reminder share.

📈 8. Live Market Watch & Commercial News (/news & /academy)

  • Live quotes and daily net changes for BSE Sensex, NSE Nifty 50, and Bank Nifty.
  • Curated commercial business news and economic updates.
  • 40+ structured financial masterclass articles in the Wealth Academy covering asset allocation, budgeting, and debt freedom.

📅 9. Work Attendance & Shift Wage Register (/attendance)

  • Daily attendance registry (Present, Half-Day, Absent, Paid Leave).
  • Per-shift wage calculation with regular and overtime hours.
  • Printable monthly salary statements for workers, contractors, and household staff.

☁️ 10. Google Drive Client-Side Cloud Sync & Backup

  • Client-side Google Drive OAuth sync directly from browser without intermediate servers.
  • JSON data export and import for seamless multi-device ledger transfer.

🛟 11. Help & Support Centre with Bug Reporter (/support)

  • Diagnostic Bug Reporter: Form with automated environment/device detection to send diagnostic reports directly to daily-Khata-Pro@gmail.com.
  • Feature Suggestion Hub: Submit ideas and feature requests directly.
  • Interactive FAQ Accordion: Instant answers to common questions about offline security, backups, PIN recovery, and PWA setup.

📊 12. Analytics, Search & PDF Statements (/report)

  • Real-time balance calculations, cash flow visual charts, category breakdowns, and month-over-month summaries.
  • One-click JSON Backup & Restore for full device portability.
  • Direct A4 PDF Statement Export and printable transaction receipts/invoices.

🎨 13. Theming & Multilingual Support

  • 8 Built-in Themes: Modern Blue, Emerald Green, Royal Violet, Amber Sunset, Rose Gold, Midnight Onyx, Cyber Yellow, and Pure Day/Light mode.
  • Bilingual Interface: Seamless instant toggle between English and हिन्दी (Hindi) across all UI elements, modals, and charts.
  • PWA Ready: Installable on Android, iOS, Windows, and macOS with standalone native app appearance.

📱 Progressive Web App (PWA) Installation

When installed, the app displays with the standalone name Daily Khata Pro:

  • Android (Chrome / Edge / Brave): Tap the 3-dot menu icon in the browser and choose "Install App" or "Add to Home Screen".
  • iOS Safari: Tap the Share button (box with upward arrow) and select "Add to Home Screen".
  • Windows / macOS (Chrome / Edge): Click the Install icon in the browser URL bar or use Settings > Apps > Install Daily Khata Pro.

🧭 Application Routes & Sitemap

Route Title Description
/ Dashboard Overview of balance, 6-fund cards, and quick actions
/history Passbook Ledger Full chronological transaction audit & filters
/add Add Transaction Income/expense logger with category & fund tag
/loans Loan & Udhar Bahi Khata Money lent/borrowed ledger, partial repayments & slips
/tracker Work Deliverables Client projects, tasks, and payment status
/attendance Attendance Register Work shift check-in, overtime and wage calculations
/goals Savings Goals Financial target milestones & visual progress
/notes Daily Timeline Notes, daily habit checkpoints, and reflections
/calculator Calculators & Forex 25+ Currency converter, SIP, EMI, FD, RD, GST
/news Live Market & News Sensex, Nifty 50, Bank Nifty, and commercial headlines
/academy Wealth Academy 40+ Financial masterclass guides & strategies
/report Financial Reports Monthly analytics & printable A4 PDF statements
/support Help & Support FAQs, diagnostic bug reports & feature suggestions
/guide User Manual Comprehensive interactive usage documentation
/safety Security Audit Verify 100% local storage privacy & safety
/developer Developer Profile Creator bio, vision, and contact details
/about About Daily Khata Pro Application background, rules, and mission
/privacy Privacy Policy 100% client-side privacy & DPDP Act compliance
/cookies Cookie Policy Zero third-party cookies & local storage disclosure
/disclaimer Disclaimer Financial guidance & utility disclaimers
/terms Terms of Service Usage terms and open-source license info

🛠️ Tech Stack

Layer Technology
Framework React 19 + TypeScript
Build Tool Vite 6
Styling Tailwind CSS v4
Animations Motion (Framer Motion)
Icons Lucide React
Charts Recharts
Confetti & FX Canvas Confetti
Routing React Router v7
Storage Client-Side localStorage with JSON serialization

🚀 Getting Started

Prerequisites

Make sure you have Node.js (v18 or higher) and npm/yarn/bun installed:

1. Clone the Repository

git clone https://github.com/hasvolt/Daily-Khata-Pro.git
cd Daily-Khata-Pro

2. Install Dependencies

npm install

3. Start Development Server

npm run dev

Open your browser and navigate to http://localhost:3000.

4. Build for Production

npm run build

The compiled static assets will be in the dist/ directory, ready to deploy to GitHub Pages, Vercel, Netlify, Cloud Run, or any static host.


🔒 Privacy & Data Security Guarantee

  • No Remote Servers: Your transactions, income details, diary entries, and project records remain 100% within your local browser storage (localStorage).
  • Zero Third-Party Analytics: No tracking scripts, cookies, or telemetry.
  • Portability: Full ownership of your data — easily export your entire ledger to an encrypted/unencrypted JSON backup or Excel CSV at any time.

📬 Support & Developer Contact


📄 License

This project is licensed under the MIT License — feel free to use, modify, and distribute for personal and commercial projects.

About

Daily Khata Pro — Free, open-source app for tracking daily income and expenses, managing financial goals, work records, statements, and useful calculation tools, with offline-first privacy.

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