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Welcome to ATLAS

Your Personal Financial & Operations Command Centre.

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Finance

Manage accounts, expenses, and ledger.

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Operations

Projects, kanban, and task tracking.

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CRM

Contacts and network touchpoints.

💰 Total Balance

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Across all accounts

💳 Total Debts

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Outstanding principal

🔄 Monthly Outflows

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Recurring + EMIs combined

📦 30-Day Forecast

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Projected closing balance

30-Day Cashflow Projection

Spend by Account (Debits)

Account Balances View All →

Transaction Ledger

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All Accounts ML-SCBL (StanChart) MRC-AUJT (AU Joint) RKP-AUCA (AU Current) ML-FBL (FI Money) RK-HDFC (HDFC) HDFC-CC (Credit Card) SBI-CC CASH All Types Debits only Credits only

Date	Particulars	Category	Amount	Bank
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Upcoming Expenses

Next 90 days — from project tasks and manual entries

🔵 Task 🟢 Manual

Category	Particulars / To	Amount Due	Due Date	Status
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Recurring Expenses

Monthly committed outflows

Operations Dashboard

Project & task health at a glance

Tasks by Status

Project Budget Overview

🔥 Next 3 Due Tasks

Task	Project	Priority	Est. Cost	Due

Kanban Board

Backlog0

Todo0

In Progress0

Review0

Completed0

Projects

Budget tracking across all active projects

Mission List

All tasks across all projects

Task	Project	Est.	Actual	Priority	Status	Due

Portfolio

Accounts, debts, assets & GST — all in one place

🏦 Bank Accounts 💳 Debts & EMIs 🧾 GST Ledger 📈 Holdings

Invoice No.	Type	Party	Amount	Status

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Holdings — Coming Soon

Add a stocks.csv file to the data/ folder with columns:
symbol, name, quantity, buy_price, current_price

Contacts

Touchpoints

Interaction log with your network

Settings

Configuration, integrations, and category rules

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Notion Integration

Connect ATLAS to your Notion workspace — Phase 5

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Notion Sync — Not Yet Configured

Phase 5 — Two-way sync for tasks, contacts, and transactions. Add your API token below to enable.

⬆ Push to Notion ⬇ Pull from Notion

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Notion API Token

Active Workspace MLife OS ATLAS

Data Synchronization

⚡ Smart Gap Sync

Synchronize remote data sources with ATLAS.

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Finance Settings

Category rules and email parser lab

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Category Rules

+ Add Rule

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Email / SMS Parser Lab

Samples → HDFC CC HDFC UPI SBI CC StanChart

Paste SMS / Email Alert Text

⚙ Parse it

Amount

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Source

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Merchant

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Category

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Date

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Status

✅ Parsed successfully

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App Preferences

Users, display, and general settings

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Primary User

Second User (Pending Onboard)

👥 Multi-user access (Rachana) will be enabled in Phase 5 alongside Google SSO. Her account is registered but not yet active.

Currency ₹ Indian Rupee (INR)

Date Format DD MMM YYYYYYYY-MM-DD

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Audit & System Logs

Download records of all actions, API calls, and system events

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📋 Every action on the platform is logged sequentially (append-only) to ensure minimal resource overhead. Click the button below to export the logs in JSONL format for analysis.

Download Logs (.jsonl)