Category: Blog

Open Banking and PFM?

Open banking and Personal Financial Management (PFM) solutions are two innovative concepts that have been revolutionizing the banking industry over the past few years. The concept of open banking refers to the sharing of user financial data between banks and authorized third-party providers, while PFM solutions help customers manage their finances and make informed decisions. […]

The Complete Guide to Fintechs and How They are Changing the Banking Industry

Introduction: What is Fintech? Fintech is a term that is used to refer to the financial services sector of the economy. It refers to any company that provides financial services using technology. Fintech companies can be categorized by their product and service offerings, such as: Lending P2P payments Cryptocurrencies Insurance Payments Money management How Banks […]

Women & Banking – A customer base that remains underserved.

According to Forbes  women drive 70-80% of all consumer spending and yet banks are not providing them with personalized services. Even if in some cultures women are not primarily responsible for making financial purchases 93% of women have a significant influence on what financial services their family purchases.[1] However Yankelovich Monitor shows 84% of them […]

How can personalization help the banks of today?

Living in a fast-paced digital age technological advancements are made every day in different industries; however the banks processes are rooted in legacy systems and these methods do not cater to the ever-evolving needs of the consumers today. Banks need to understand their customers better to meet their demands. A 2021 survey of American consumers […]

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 […]

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.