Key point
Upload a supported document and let the extracted text prefill the record fields where possible.
Document intake guide
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.
What you'll learn
Practical details that help users and search engines understand this topic.
Key point
Review the mapped values before saving so the final record stays accurate.
Key point
Use this workflow when you want to reduce manual typing and keep the document attached to the record.
Related guides
Explore the other finance topics in the public hub.
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.
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.
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.
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 start
Create an account and start using the tracker after reading the guide.
The public guide is here to help discovery. The app is where you keep the actual records, reminders, and portfolio data.