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Personal Finance Industry

Personal Finance is the element of finance and it’s an individual ability to take monetary decision. It is all about budgeting saving and spent money over a period of time considering the fact of financial risk and future events. Income, savings, loans, investments, tax management, retirement plans benefits and etc. are all the mechanism of […]

Wedding Season

Wedding season is going around, and all those who are going to tie the knot is worrying about everything from the arrangement of the event to paying for each very piece of the wedding. But it is more important to take a step back and look around finance as weddings aren’t cheap and you have […]

Reasons to have a Budget

Multiple reasons to have a budget if you are not following the budget than you are not managing your money correctly. Without having the budget than there is no way through which you can know that how much you are spending each month and how much can you save from your income after the expenses. […]

Wrong Mutual Fund Investment

The Mutual Fund fee can clean away all your retirement savings. So it’s better to consider the fees when investing in mutual funds because there is class system in the investment portfolio. Mutual funds are divided into share classes and every class has a different fee. In Mutual funds same funds with same manager, investment […]

5 Investment Moves to make in your 30’s

Twenties is the time when a person learns money habits, whereas there is also a time to start taking investment decisions. These investment moves in your 30’s will have a good impact on your finances in the future so it is better to start early investment. Here are the five investment moves to make: 1. […]

Easy Ways to Save Money

Money we all love it isn’t it? Getting worried about the money can make you sick, it can affect your brain, added stress in your life and takes your life to a strange end. But the thing is it is not the money fault, we all make dumb mistakes when it comes to money and […]

Retirees Make Better Financial Decision

Does getting older make you smarter, or does the time slowly corrode your cognitive abilities. There is a study by University of California at Riverside and Columbia University. In which the researchers tested a group of 20 something and people in their 60s and 70s in multiple fields of financing likewise from basic financial literacy […]

Selling Off Mutual Funds

The money invested by you in Mutual Funds now you need to pull out in order to fulfill your investment purpose. Before taking the exit decision there are few things needed to be considered. It is highly recommended by the experts that hold your mutual funds investment for a long time until some unforeseen circumstances […]

5 Ways to Save Money for your Dream Vacation

Planning for vacation this year now you can turn your dream trip into a reality with these money savings tips. This New Year you can make a list of destinations you want to go along with the resolutions. Travelling doesn’t not have to break the bank even if your earning is moderate . There are […]

Get Stick with New Year’s Resolution

New Year resolution is an annual ritual many of us make it and in a short period of time breaks it. But if you are willing to resolve this year to get your finances in shape, here are the six ways to do it. 1. Cut Spending Budget yourself in the first place the best […]

A FinTech that provides white-labelled Financial Management solutions to banks to enhance the banking experience.

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Getting Started

Starting your financial journey is super simple!

To keep track of your spending, you first need to set up an account to spend from!

Press the + button on the first card on your dashboard. Select an account type and add how much you have in this account. You’re all set to track your spending!

Track your spending through the + button at the bottom of the screen. Select whether this is something you’re spending (an expense) or something you’re receiving (an income), or even if this is a loan you’ve taken or given to someone.

Add in the amount, category, and account you’re spending from – and you’re all set to record your transaction! Want to add more details so you can recall the transaction better? No, problem! You can add in a description, labels, link a receipt from your storage, and even connect it to an event happening in your life.

Take this to the next level and add a budget to decide what you can spend this month. Scroll to the bottom of the dashboard and press Create next to Your Budgets. Select a category and an amount you don’t want to cross; this will create a monthly repeating budget for you.