Selected guide
Register
Create a new account and start the configured free trial.
Enter your name, email, and password to create the account.
A quick overview of your accounts, holdings, reminders, and portfolio activity.
What this page does
- Shows summary cards for total investments, current values, gain/loss, reminders, and recent activity.
- Surfaces due dates and upcoming actions so you can review them before they become overdue.
- Helps you jump into the Records, Holdings, Banking, Reports, and Admin areas.
How to use it
- Check the cards at the top for a high-level view.
- Use the charts and lists to inspect recent changes or risks.
- Open the navigation links for the area you want to update next.
Tips
- If a number looks wrong, open the related module and check the latest imported rows.
- Admin users can switch owners in filters to review another account.
Browse, filter, export, and review all LIC, FD, and other investment records.
What this page does
- Lists all investment records with status, dates, amounts, and owner information.
- Lets you search by institution, holder, record number, or file details.
- Provides quick access to calendar, export, and analysis tools.
Important controls
- Status filters switch between active, inactive, and all records.
- Date and amount filters narrow the list for review or reporting.
- Open a record to edit, renew, mark inactive, or mark paid out.
Tips
- Use the holder filter when a family has several investments under the same login.
- Inactive records stay available for history and reporting.
Create a new LIC, FD, mutual fund, PPF, NPS, or similar record. OCR upload is optional but helpful.
Required fields
Type
Notify before days
Account owner for admins
Basic information
- Type is required because it drives the available fields and validations.
- Institution name, record number, and FD certificate number help you identify the investment quickly, but they are optional.
- Account owner is shown only to admins and is required when creating records for another user.
Type-specific essentials
- LIC policies need a premium amount, maturity date, and a premium frequency of quarterly, half-yearly, yearly, or single time.
- PPF and Sukanya records need a deposit amount, deposit date, and interest rate so year-end interest can be calculated automatically.
- Fixed deposits still use the interest rate, maturity date, and payout option fields.
Holder and nominee details
- Holder name, second holder name, father/spouse name, contact details, and address help identify who owns the record.
- Nominee information is optional, but it is useful for family planning and documentation.
- PAN, Aadhaar, IFSC, and account numbers should be entered carefully because the form validates these values.
Documents and OCR
- Upload a clear PDF or image to let OCR prefill the form.
- OCR text is reviewed automatically, but you should still verify the extracted values before saving.
- Remarks and policy benefit summary are optional notes that help explain the record later.
Tips
- If you are renewing a matured investment, use the renewal workflow so the previous record remains linked.
- The form can generate LIC benefit hints when enough data is available.
See maturity dates and payment due dates in a month view.
What this page does
- Shows maturities and payment due dates for the selected month.
- Lets you quickly find what is due next without opening each record.
- Works best when maturity and due dates are filled in the record form.
Tips
- If a record does not appear here, check whether the date is blank or the record is inactive.
Review imported share holdings, run broker sync, and open share analysis tools.
What this page does
- Shows your current holding snapshot, portfolio summary, and broker sync status.
- Provides CSV import for fresh broker files and manual sync controls for enabled brokers.
- Lets you search holdings, analyze a row, and edit remarks.
Important controls
- Import CSV uploads the latest broker file and refreshes the selected owner’s holdings.
- View logs opens the broker sync history.
- Analyze opens share intelligence for that holding, while Edit opens the remarks page.
Required input for import
- Holdings CSV file is required.
- Broker source is required if you want to pick a specific source profile.
- Account owner is required only when an admin imports for another user.
Tips
- If a sync fails, open the logs and review the latest error message first.
- Holdings rows are searchable by instrument, source, file name, and remarks.
Add a private note to a single holding row without changing the imported share data.
What this page does
- Shows the holding snapshot, then lets you add or update the private remarks text.
- Does not change quantity, price, or other imported broker values.
Field guide
- Remarks is the only editable field and is optional.
- Use it for personal reminders, thesis notes, or watchlist comments.
Manage savings, current, and recurring bank accounts and inspect their transaction history.
What this page does
- Lists all tracked bank accounts with balances and transaction counts.
- Lets you open, edit, or delete accounts based on access rights.
How to use it
- Create a new bank account when you want to track deposits, withdrawals, or recurring entries.
- Open an account to import passbook entries or add transactions manually.
Create a bank account record so the app can track balances and transactions correctly.
Required fields
Bank name
Account type
Field guide
- Bank name is required and should match the institution you use in statements.
- Account type is required and supports Savings, Current, or Recurring.
- Account name, account number, branch, IFSC, opening balance, and remarks are optional.
- Active account lets you keep an old account in history without removing the data.
Admin-only field
- Account owner is visible only to admins and is required when creating an account for another user.
Review the account summary, transactions, and passbook import tools for one account.
What this page does
- Shows the current balance, transaction list, and account metadata.
- Provides the entry point for passbook imports and manual transaction creation.
Enter a manual credit or debit entry for a bank account.
Required fields
Transaction date
Entry type
Amount
Field guide
- Transaction date is required and should match the passbook or bank statement.
- Entry type is required and must be Credit or Debit.
- Amount is required and must be greater than zero.
- Reference number, narration, and remarks are optional but help with audit trails.
Manage the named members that can be attached to records for one account owner.
What this page does
- Lists the household members attached to a user account.
- Each member can later be picked in the investment form to keep ownership clear.
Create a person record so investments can be grouped by household member.
Required fields
Family member name
Field guide
- Family member name is required and must be unique for the selected owner.
- Admins can choose the account owner; regular users are locked to their own account.
Filter the financial year, export CSV or PDF, and email a report to the selected account owner.
Top filters
- Financial year is required to shape the report period.
- Account owner is visible to admins and selects which user to report on.
- Primary holder helps narrow the report to one or more household members.
Email report form
- Send To is required for admins; regular users use their own email automatically.
- Template selects the tone and content for the email body.
- Additional emails and custom message are optional.
Manage application users, access rights, trial periods, account status, and two-factor authentication.
What this page does
- Lists every user with their role, access status, and security state.
- Provides entry points for create, edit, trial extension, account disable, and 2FA controls.
Set up a user account, assign permissions, manage 2FA, and control trial or subscription access.
Required fields
Name
Email
Role
Password on create
Identity and access
- Name and Email are required for every user.
- Password is required when creating a user and optional when editing an existing user.
- Role selects either admin or user. Admin users automatically receive every permission.
Permissions
- For non-admin users, choose only the permissions they actually need.
- Holding permissions depend on view access, so the form keeps those in sync.
Security and access controls
- The 2FA panel lets admins enable or disable two-factor authentication for the selected user.
- Trial extension adds more time to the configured free trial.
- Disable account blocks sign-in until the account is re-enabled.
Update profile details, password, two-factor authentication, and account deletion settings.
Required fields
Name
Email
Profile information
- Name and Email are required when updating the profile.
- Changing your email may trigger email verification again.
Password
- Current password is required before you can save a new password.
- New password and confirmation must match.
Two-factor authentication
- Start setup, scan the QR code, and then confirm the 6-digit code.
- Recovery codes should be stored safely because they are your backup login method.
Delete account
- Account deletion is permanent and requires your current password.
Sign in, view the latest demo reel, or start a free trial.
Required fields
Email
Password
Field guide
- Email is required and must match the address on your account.
- Password is required for sign-in.
- Remember me is optional and keeps you signed in longer on the device.
Helpful links
- Check the reel before signup to preview OCR, feedback, and API settings.
- Start your free trial opens the signup flow.
- Forgot your password starts password recovery.
Create a new account and start the configured free trial.
Required fields
Name
Email
Password
Confirm password
Field guide
- All four fields are required to create the account.
- Use a strong password and confirm it exactly.
- The trial starts immediately after signup and uses the configured trial length.
Shows the current access status, trial period, and the next steps when the trial ends.
What this page does
- Explains why access is paused and how much trial time is left, if any.
- Shows the account status so a user knows whether the account is disabled or simply expired.
Browse all page guides from one place and open the instructions for the page you are using now.
What this page does
- Shows every page guide in one place.
- Highlights the current page guide first so users can learn the page they are on.
How to use it
- Click a module in the left sidebar to jump to that guide.
- Open the floating help button on any page to see a short page-specific guide.
Request a password reset link for the email on your account.
Field guide
- Email is required and must be the one registered with the app.
- After you submit, check your inbox for the reset link.
Choose a new password after opening a reset link from email.
Required fields
Email
Password
Confirm password
Field guide
- Email is required so the app knows which account to update.
- Password and confirmation must match.
- Use a strong password you have not used before.
Re-enter your password before opening a sensitive page or action.
Field guide
- Password is required to confirm your identity.
- This step is used before sensitive actions such as changing password or deleting an account.
Enter your authenticator code or recovery code to finish signing in.
Required fields
Two-factor code or recovery code
Field guide
- The challenge appears only when 2FA is enabled on the account.
- Authenticator codes refresh frequently, while recovery codes should be used only as backup.
Confirm your email address before continuing to the app.
What this page does
- Explains why access is paused until the email address is verified.
- Lets you resend the verification link if needed.
