Get started in minutes
Follow these steps once and you're all set to track everything.
Create your Wallets
Add your bank, cash, UPI & credit card accounts with current balance on the Wallets page.
1
Set up Categories
Customise expense & investment categories on the Categories Menu.
2
Add Transactions
Add Income · Expense · Investment · EMI · Borrow/Lend · Credit Card from Add Transaction Menu.
3
Plan your Budget
Set monthly limits in Budget Plan and track actual vs. planned.
4
Monthly Statement
Review all transactions month-wise and export to Excel anytime in Monthly StatementMenu.
5