Quick start
import { Steps } from ‘@astrojs/starlight/components’;
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Sign up for early access
Request access at trackpaisa.app. Once approved you’ll receive an invite link to create your account.
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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). -
Add your bank accounts
Go to Settings → Accounts and register your bank accounts and credit cards. This links statements to the right account.
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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.
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Set budgets and goals
Head to Settings → Budgets to set monthly limits by category. Create savings goals on the Goals page.
What’s next
Section titled “What’s next”- AI integration — connect an AI assistant to query your data in plain English