Section 01
Quick Start
Get up and running in less than 2 minutes.
- Create Categories: Set up your 'Food', 'Salary', or 'Rent' spaces first.
- Add Your First Record: Use the '+ Add Record' button to log income or expenses.
- Income-First Rule: Always add income records first to see your liquid balance.
Section 02
Mastering the Ledger
Learn how we protect your financial history.
- Deep Search & Filter: Find any record by description, date, or category.
- Locked Months: Previous months are automatically locked for editing after 2 days of the new month.
- Precision Tracking: Use the date picker to log historical records specifically.
Section 03
Smart Automation
Put your recurring finances on auto-pilot.
- Recurring Records: Set up monthly bills or salary logs once and forget them.
- Budget Mastery: Set monthly limits for categories and track status in real-time.
- Automatic Alerts: Visual indicators turn red when budgets are nearing exhaustion.
Section 04
Security & Sovereignty
Your data is yours, always protected.
- 30-Day Soft-Delete: Accounts scheduled for deletion stay in a 30-day grace period.
- Self-Protection: Our zero-trust system prevents accidental users lockouts.
Common Enquiries
Quick answers to frequently asked questions.
How do I change my currency preference?
Go to Dashboard > Settings. You can select your base currency from our global list of supported currencies.
Is my data private from other users?
Yes. Apna Khata follows strict privacy protocols. only you can see your individual transaction details unless you authorize support.
What happens after the 30-day deletion period?
After 30 days, your account and all associated records are permanently purged from our primary database and cannot be recovered.
How often do recurring records sync?
Our maintenance engine processes recurring patterns every 24 hours at midnight UTC.