📘 Casviz Help & User Guide
Everything you need to use Casviz – how-to guides, FAQ and troubleshooting.
Popular questions
- How do I add a transaction?
- How do I add a currency?
- How do I add an income or expense category?
- How do I restore a backup?
- See all FAQs
All topics
🚀Getting StartedSet up Casviz and learn your way around in five minutes.🧾Transactions TabView, search, filter and manage your income, expenses and transfers.➕Add, Edit & Copy a TransactionRecord income, expenses and transfers – and fix or duplicate them later.💳Accounts & GroupsCreate and organise your accounts, and see your net worth.🏦Account Types ExplainedWhich account type to choose – and what each one does.🏷️Income & Expense CategoriesCreate, organise and manage the categories you use to classify transactions.💱Currencies & Exchange RatesMain currency, world currencies, custom currencies and exchange rates.🎯BudgetsSet spending limits per category and track them.🔁Repeat TransactionsAutomate salaries, rent, subscriptions and instalments.📈Analytics & ReportsCharts, dues and reports across your money.🤖Smart Import (SMS & Notifications)Let Casviz create transactions automatically from bank SMS and notifications.📲Smart Payment (UPI)Pay with UPI and have the transaction confirmed automatically from your bank SMS.🔔Notifications, Alerts & Quick AddReminders, bill and budget alerts, and one-tap transaction entry.☁️Backup & RestoreProtect your data and move it to a new phone.📥Import & Export DataBring data in from CSV or MoneyManager, and export reports.🗑️Deleted Items & Data ResetRestore accidentally deleted items, or start fresh.🔐Security & PrivacyLock the app with a PIN or biometrics, and understand what data is collected.🎨Personalize & PreferencesTheme, language, formats, calendar options and other preferences.🖥️PC Manager (Web Dashboard)Manage transactions and accounts from your computer’s browser.⭐Premium & Rewards (Referral)What Premium includes and how to unlock features for free.⚙️Settings ReferenceA map of every item in the Settings tab and where to read about it.❓Frequently Asked QuestionsQuick answers to common questions.🛠️TroubleshootingFixes for the most common problems.