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Quick start

import { Steps } from ‘@astrojs/starlight/components’;

  1. Sign up for early access

    Request access at trackpaisa.app. Once approved you’ll receive an invite link to create your account.

  2. Create your household

    After signing in with Google, you’ll be prompted to create a household and define your owners (e.g. nimit, priya, joint).

  3. Add your bank accounts

    Go to Settings → Accounts and register your bank accounts and credit cards. This links statements to the right account.

  4. Import transactions

    Use the CSV import on the Transactions page to upload a statement export. Paisa auto-detects columns and previews before saving.

    Or, if you’ve set up the AI integration, share a PDF/CSV statement with your AI assistant and it will parse and ingest everything automatically.

  5. Set budgets and goals

    Head to Settings → Budgets to set monthly limits by category. Create savings goals on the Goals page.

  • AI integration — connect an AI assistant to query your data in plain English