Income
—
0 credits
Expenses
—
0 debits
Net Balance
—
income − expenses
Net Worth
—
assets − liabilities
Monthly Overview
Income
Expenses
Top Categories
Recent Activity
No transactions yet
Import a bank statement to get started
Transactions
All imported and manually entered transactions
Import Bank Statement
Upload CSV, Excel (.xlsx), or PDF — we'll detect the columns automatically
📂 Sampath, BOC, Commercial, HNB, NSB & more — any Sri Lankan bank CSV or Excel export is supported. Select which account you're importing for, then upload.
Step 1 — Select Bank Account
Don't see your account?
Step 2 — Upload Statement
Drop your statement here
or click to browse files
CSV
Excel .xlsx / .xls
PDF
0%
📋 Map Statement Columns
Tell us which column is which. We've made our best guess — adjust if needed.
Budgets
Monthly spending limits per category
Reports
Insights from your financial data
P&L Report
Income vs expenses breakdown
Monthly Summary
Income & expenses by month
By Category
Where the money goes
Cash Flow
Net flow over time
Savings Rate
How much you're saving
Balance Sheet
Full assets & liabilities
Google Drive Setup
Connect your Google account for seamless cross-device sync
How it works: ClearBooks saves your data as a JSON file inside a ClearBooks/ folder in your Google Drive. Sign in on any device with the same Google account and your full transaction history, budgets and settings load automatically.
1
Get a free Google Cloud Client ID
Go to console.cloud.google.com → Create project → Enable Google Drive API → Create OAuth 2.0 credentials → Add your site URL as authorised origin.
Go to console.cloud.google.com → Create project → Enable Google Drive API → Create OAuth 2.0 credentials → Add your site URL as authorised origin.
2
Paste your Client ID below
3
Sign in
Click the button below — you'll be asked to authorise read/write access to your Drive only.
Click the button below — you'll be asked to authorise read/write access to your Drive only.
📱 Using on Mobile
Save this HTML file to Google Drive, then open it in Chrome on Android or Safari on iPhone. Tap the share icon → "Add to Home Screen" — it works like a native app with full screen and offline access. Sign in with the same Google account for synced data.
Net Worth
Your complete financial position — Assets minus Liabilities
Balance Sheet
Assets Breakdown
Liabilities Breakdown
Assets
Everything you own that has monetary value
🏦 Bank Accounts Rs 0
📈 Fixed Deposits & Investments Rs 0
💵 Cash in Hand Rs 0
🏠 Property & Vehicles Rs 0
🤝 People Owed To Me Rs 0
◈ Other Assets Rs 0
Total Assets
Rs 0.00
Liabilities
Everything you owe to others
💳 Credit Cards Rs 0
🏦 Loans Rs 0
🚗 Hire Purchase / Leasing Rs 0
📱 Pay Later Rs 0
👤 People I Owe Rs 0
Total Liabilities
Rs 0.00
Reconciliation
Match your imported transactions against your actual bank balance
ACCOUNT:
Statement Balance
Rs 0.00
Enter below ↓
Cleared Balance
Rs 0.00
Ticked items
Difference
Rs 0.00
Must reach zero
Matched
0 / 0
transactions
Rs
Reconciliation History
Banking
Select a bank account to review
Compact view
To Review 0
Categorised 0
All
Auto-Rules
Description
Spent
Received
Transfers
Move money between your accounts — both balances update instantly
Transfer History
Account Balances
Journal Entries
Full double-entry bookkeeping — debits must equal credits
Journal Ledger
0 entries
Settings
Preferences and data management
💱 Currency
🏷 CategoriesUsed in P&L report and transaction categorisation
🗓 Date Format
⚠ Data
All data is stored in your browser and optionally synced to Google Drive.
🔢 PIN LoginLog in from any device without Google
Set a 4–6 digit PIN so you can open ClearBooks on any device. Your data loads from your Google Drive automatically — the other device never needs to sign into Google.