Search-friendly finance guides

Guides for FD trackers, LIC policy tracking, PPF, Sukanya, and share holdings.

This public hub is written for people searching for practical ways to track fixed deposits, insurance policies, long-term savings, and market holdings in one place. It also explains how OCR-assisted record entry can reduce manual typing when you start with a receipt or document.

Why search engines can use this page

Each section targets a specific finance keyword.

The hub pairs short topic summaries with longer explanations so visitors and crawlers can understand what the product does before sign-up.

Fixed deposits

FD tracker for maturity dates and renewal planning

Track each fixed deposit with the bank, certificate number, start date, maturity date, interest rate, and payout choice.

Read the full guide
Life insurance

LIC policy tracker for premiums and maturity planning

Keep policy number, premium frequency, due dates, nominee details, and maturity information in one trackable record.

Read the full guide
Long-term savings

PPF tracker for yearly contributions and balance history

Log PPF deposits by date, review the running balance, and keep contribution history ready for tax-season reference.

Read the full guide
Child savings

Sukanya Samriddhi tracker for deposits and maturity planning

Track annual deposits, account history, and maturity planning for Sukanya Samriddhi savings in one place.

Read the full guide
Market portfolio

Share holdings tracker for current value and market review

Import holdings, refresh available market prices, and review current value, invested value, and gain or loss.

Read the full guide
Document intake

Investment record OCR for faster data entry

Upload a PDF or image so the app can help map the extracted details into the investment record form.

Read the full guide
Fixed deposits

FD tracker for maturity dates and renewal planning

Track each fixed deposit with the bank, certificate number, start date, maturity date, interest rate, and payout choice.

Use this guide when you want one place for every fixed deposit instead of scattered bank slips and reminders.

Best for

People managing one or many FDs across different banks, branches, or family members.

What to track
  • Store the deposit amount, start date, maturity date, and interest rate together so the full FD picture stays visible.
  • Add the bank name, branch, certificate number, and payout preference to reduce confusion at renewal time.
  • Attach the FD document or receipt so the record can be reviewed quickly when maturity gets close.
Search terms
FD tracker fixed deposit tracker FD maturity reminder

If you need page-by-page instructions after reading the public guide, open the help center or product reel.

Life insurance

LIC policy tracker for premiums and maturity planning

Keep policy number, premium frequency, due dates, nominee details, and maturity information in one trackable record.

This is useful if you want to avoid missed premiums and also keep the end-of-policy value easy to review.

Best for

Families that want a clean LIC policy tracker instead of relying on old receipts or inbox search.

What to track
  • Record policy number, premium amount, payment frequency, and premium due date in a single entry.
  • Keep nominee and holder details linked to the policy so the account stays organized for future family review.
  • Use the reminders and reports to spot which policies need attention before the next premium cycle.
Search terms
LIC policy tracker premium reminder policy maturity tracker

If you need page-by-page instructions after reading the public guide, open the help center or product reel.

Long-term savings

PPF tracker for yearly contributions and balance history

Log PPF deposits by date, review the running balance, and keep contribution history ready for tax-season reference.

A PPF account becomes much easier to manage when each contribution is saved with the date and amount it was made.

Best for

Anyone who wants a practical PPF tracker for deposits, balance checks, and yearly review.

What to track
  • Capture every contribution as it happens so the yearly total does not need to be reconstructed later.
  • Track the running balance and interest-related notes for cleaner year-end planning.
  • Use the date history to answer simple questions quickly, such as how much was deposited and when.
Search terms
PPF tracker PPF contribution tracker PPF balance history

If you need page-by-page instructions after reading the public guide, open the help center or product reel.

Child savings

Sukanya Samriddhi tracker for deposits and maturity planning

Track annual deposits, account history, and maturity planning for Sukanya Samriddhi savings in one place.

This guide is helpful when you want to keep a child savings plan visible without losing the yearly contribution story.

Best for

Parents and guardians who need a clear Sukanya tracker with contribution history.

What to track
  • Add each deposit with its date and amount so the account history stays complete over the years.
  • Keep maturity planning and due date notes together for future family reference.
  • Review the record alongside other savings products so you can compare the full family portfolio cleanly.
Search terms
Sukanya tracker Sukanya Samriddhi tracker child savings tracker

If you need page-by-page instructions after reading the public guide, open the help center or product reel.

Market portfolio

Share holdings tracker for current value and market review

Import holdings, refresh available market prices, and review current value, invested value, and gain or loss.

Use this when you want a better view of your equity portfolio without jumping between broker statements and spreadsheets.

Best for

Investors who want a share holdings tracker with current value, gain or loss, and trend review.

What to track
  • Import holdings and keep the investment remarks alongside the stock or fund entry.
  • Refresh available market prices to review current value and portfolio movement when data is available.
  • Use the live-watch and reports area to understand which holdings need a review first.
Search terms
share holdings tracker portfolio tracker current value tracker

If you need page-by-page instructions after reading the public guide, open the help center or product reel.

Document intake

Investment record OCR for faster data entry

Upload a PDF or image so the app can help map the extracted details into the investment record form.

This is the fastest way to turn a receipt, policy copy, or statement into a reviewable record draft.

Best for

Anyone who wants an OCR-assisted investment record workflow instead of typing everything manually.

What to track
  • Upload a supported document and let the extracted text prefill the record fields where possible.
  • Review the mapped values before saving so the final record stays accurate.
  • Use this workflow when you want to reduce manual typing and keep the document attached to the record.
Search terms
investment record OCR receipt to record document to investment tracker

If you need page-by-page instructions after reading the public guide, open the help center or product reel.

Frequently asked questions

Public answers for common finance searches.

What does the Finance Tracker guide hub cover?

It covers the most common search topics for the app, including FD tracking, LIC policy tracking, PPF contributions, Sukanya Samriddhi deposits, share holdings, and OCR-assisted record creation.

Is this public guide hub different from the support help center?

Yes. The help center explains how to use specific pages inside the product, while the guide hub is written to help new visitors discover the product through finance keywords and use cases.

Can I use these guides before signing in?

Yes. The guide hub is public, so it can help search visitors learn what the product does before they create an account or open the app.

Ready to use the product

Read the guide, then create your Finance Tracker workspace.

The public guide hub helps people discover the app through search. The app itself stores the actual investment records, reminders, and holdings.