How do I add a bank or cash account?
Go to Settings → Financial → Accounts and click Add account. Enter a name, type, and opening balance.
Help
Answers to common questions about accounts, imports, billing, and privacy.
How do I import bank statements?
Open Expenses → Import and upload a CSV or supported statement file. Map columns, review matches, then confirm.
What does receipt scanning do?
Upload a receipt photo and we extract merchant, date, and amount using OCR. You review and save as a transaction.
How does billing work?
Free includes limited AI calls, scans, and storage. Pro adds higher limits via monthly UPI AutoPay or card through Razorpay.
How do I cancel Pro?
Settings → Billing → Cancel subscription. You keep Pro access until the end of the paid period.
Can I export my data?
Yes. Settings → System → Import/Export lets you download transactions and related data.
What data do you store?
Account details, transactions, receipts, and settings you enter. See the Privacy Policy for retention and subprocessors.
Can I share finances with my household?
Yes. Settings → Household lets you invite members who can view and edit shared data based on permissions.
How are transfers between accounts handled?
Link matching debit/credit pairs from Expenses → Transfer candidates, or mark transactions as transfers manually.
How do I report a bug?
Email support with your account email, what you tried, and what happened. Include browser and approximate time if possible.
Still need help? Contact us at Contact.