Accounts

On the dashboard. Tap the plus icon on the What You Have card at the top of the screen. 

Select your account type. If you can’t see your preferred Bank name, tap View All for more options. If you don’t have a Pakistani Bank scroll down and select Other Bank. 

Add your account name, the existing balance in the account, and press Add Account. 

Alternatively, you can also add an account during your transaction adding process. 

You can use the negative version of this account to manage overdrafts, loans, and credit cards.

On the dashboard. Tap the plus icon on the What You Have card at the top of the screen. 

Select your account type as Cash.

Add an account name, the existing balance in the account, and press Add Account. 

Alternatively, you can also add an account during your transaction adding process.

This account is primarily used for maintaining your cash in hand amounts. Add your ATM withdrawals, cash withdrawals to this account.

On the dashboard. Tap the plus icon on the What You Have card at the top of the screen. 

Select your account type as Person.

Add the person’s name, the existing balance between you and this person, and press Add Account. 

Alternatively, you can also add an account during your transaction adding process. This account is primarily used for tracking personal loans you send to your friends and family.

Navigate to the Account Detail screen by tapping on your desired account on the What You Have Card, or press View All on the card to find the account if you have more than 6 listed accounts.

Tap on the dot menu to view the kind of options you have to alter your account. Tap Delete.

If you have an existing positive or negative balance in this account, select an existing, active account to transfer the balance to and press delete. A system generated transaction will perform the balancing.

Note this is not a reversible action. Do you want to deactivate your account instead?

Navigate to the Account Detail screen by tapping on your desired account on the What You Have Card, or press View All on the card to find the account if you have more than 6 listed accounts.

Tap on the dot menu to view the kind of options you have to alter your account. Tap Deactivate.

A pop up will reconfirm your choice and let you deactivate it. 

This makes the account unavailable for your daily transactions but it preserves the balance amount and includes it in your net worth. 

You can reverse this action. Do you want to delete your account instead?

Navigate to the Account Detail screen by tapping on View All on the card to find the account. Tap on the dot menu next to the account name and press Activate. You can also tap on the account name itself, to view the full account, tap on the dot menu and press activate.

A pop up will reconfirm your choice and let you activate it. 

This makes the account available for your daily transactions.

Navigate to the Account Detail screen by tapping on your desired account on the What You Have Card, or press View All on the card to find the account if you have more than 6 listed accounts.

Tap on the dot menu to view the kind of options you have to alter your account. Tap Edit.

 

You can edit all the details of the account, including the opening balance. Press Save Changes to update your details.

Note: If you adjust the opening balance, your current balance will be affected by the calculations done through your transactions.

Navigate to the Account Detail screen by tapping on your desired account on the What You Have Card, or press View All on the card to find the account if you have more than 6 listed accounts.

Use the side scrolling Month tab to select a previous month. Alternatively, you can swipe on the screen to move from month to month. 

You can only view up to 11 months of previous data in a monthly format. Do you want to see how to change your interval view to see more data?

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.