How to use PaisaTrack

Getting started

1. Download the app and create your account (email sign-in supported).
2. Pick your preferred language (English / اردو / हिंदी) from Settings → Language.
3. Review the home dashboard; choose a dashboard style in Settings → Dashboard layout.

Track expenses

Capture spending in seconds and keep receipts together.

1. Tap + then Add Expense or open Expenses from Home.
2. Enter amount, description, and pick a category. Attach a receipt photo if needed.
3. Use the search, date range, and category filter to find past expenses.

Record income

Log salary, freelance payments, and other income streams.

1. Go to Income and tap Add Income.
2. Select type (salary, freelance, etc.), amount, date, and optional source.
3. Filter with search and date range similar to Expenses.

Groups & fair splits

Create a group for roommates, trips, or events and split expenses fairly.

1. Create a Group, name it, and add members via email (invites send automatically).
2. Add a group expense. Choose split: Equal, Percentage, or Custom amounts. The UI shows live totals and validates percentage sum = 100%.
3. Check Balances and use Settle up to record reimbursements.

Trips

Plan shared journeys with dedicated expenses, splits, and summaries.

1. Create a Trip and add participants.
2. Log expenses (supports splits); see category and participant breakdowns.
3. Review balances and settle at the end of the trip.

Loans

Track debts and repayments cleanly.

1. Add a loan with principal, lender/borrower notes, and start date.
2. Record payments as they occur; the list and summary update instantly.
3. Delete a loan when closed (with confirmation).

Analytics

See KPIs (Income, Expenses, Net, Savings rate) and category trends.

• Switch periods: This month, Last 30d, YTD, All‑time.
• Review top categories and spending trends to adjust budgets.

Categories

Manage both Expense and Income categories in one place.

• Tabs: All, Expenses, Income. Use + to add quickly (tab preselects type).
• Edit names anytime; delete if no longer needed.

Invitations & email

Invite members to Groups; non‑users get email invites with your landing link.

• Duplicate invites are handled gracefully; pending invites can be resent.
• Email delivery uses your SMTP configuration (Zoho supported).

Settings

• Language: English / اردو / हिंदी
• Appearance: System, Light, Dark
• Dashboard layout: choose Modern or Overview

FAQ

Do invites fail if I invite myself? Self‑invites are blocked with a helpful message.

Do group splits validate? Yes, percentage splits must total 100% and the UI helps you keep it balanced.

Does it work offline? Most actions queue locally and sync when you’re back online.