❓ Frequently Asked Questions
Quick answers to common questions.
General
Is Casviz free?
Yes. The free version has all core features with banner ads and up to 10 accounts. Premium removes ads and limits and adds Smart Import, Smart Payment and PC Manager. See Premium & Rewards.
Do I need an account or internet?
No sign-up is needed and the app works offline. Internet is only needed for exchange-rate refresh, Google Drive backup, referral and hosting features.
Where is my data stored?
On your phone only. Back it up regularly: Backup & Restore.
Which languages are supported?
English, Hindi, Tamil, Telugu, Kannada and Malayalam (change language).
Transactions
How do I add a transaction?
Tap + on the Transactions tab. Step-by-step.
How do I edit or delete a transaction?
Tap it to open details, then use Edit or Delete. To change many at once, long-press to select. Bulk actions.
Can I copy a transaction?
Yes – open it and tap Copy.
What is the difference between Expense and Transfer?
An expense is money you spend; a transfer moves money between your own accounts and is not counted as spending (unless you enable Transfer-Expense for loans/cards).
How do I record a credit card payment?
Add a Transfer from your bank account to the credit card account.
How do I find an old transaction?
Use search or Search & Filter (period, amount, category, note, bookmarks…).
Can I record foreign-currency transactions?
Yes. Add the currency in Currencies and create an account in it. Rates can be refreshed online.
Accounts & categories
How many accounts can I create?
Up to 10 on the free version; unlimited with Premium or a referral unlock.
I deleted a transaction by mistake.
Open Settings → Accounts → Deleted Transactions and restore it. Details.
I deleted an account by mistake.
Restore it from Settings → Deleted Accounts. Details.
Why can’t I delete a category?
It has subcategories, a budget, transactions, or a repeat transaction that uses it. Details.
Why can’t I change my main currency?
It can only be changed when there are no transactions. Details.
What is the difference between Upcoming, Due and Overdue?
Upcoming is still building up or not yet due; Due is generated but the due date has not passed; Overdue is unpaid after the due date. Details.
I paid my credit card but it still shows Due or Overdue.
Record the payment as a transfer from your bank account to the card, dated after the statement date. Payments settle the oldest statement first, so an older unpaid statement may absorb it. How cards work.
Does an unpaid credit card balance carry forward?
Yes – credit cards carry an unpaid balance into the next statement. Bills, SIP, Insurance and RD do not; an unpaid one just stays Overdue.
What is “Exclude from totals”?
The account stays visible but is left out of Net Worth and totals.
Budgets & alerts
How do I set a monthly budget?
Settings → Budget Settings → +. Budgets.
Why did I not get a bill reminder?
Bill Alerts skip bills that are already paid. Also check that the bill has a due day and that Days before due date is set. Details.
I am not getting notifications.
Allow notifications for Casviz in Android settings, disable battery restrictions for the app, and check the relevant switch in Settings → Notifications. Troubleshooting.
Backup & security
How do I move to a new phone?
Back up on the old phone and restore on the new one. Steps.
Is my backup encrypted?
Only if you turn on Backup Encryption. Details.
Can I lock the app?
Yes – Passcode and Biometric. Security.
Smart Import & PC Manager
Does Smart Import upload my messages?
No. Message reading and detection happen on your device. See Smart Import privacy.
An imported transaction is wrong.
Edit it, or use Recheck, Reject or create a rule. Review imported transactions.
How do I use PC Manager?
Start the server, put phone and PC on the same Wi-Fi, share the link. Steps.