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Help Centre

How can we help?

Short, plain-English guides to using SampattiTrack: setting up accounts, logging transactions, tracking investments and keeping your data safe.

The same core topics are also in the app under More › Help Centre.

Getting started

Getting started with SampattiTrackSet up your first accounts, log a transaction and find your way around.
Simple vs Ledger modeWhat each entry style changes, and why Simple is the default.

Ledger and accounts

How double-entry works hereEvery transaction is a set of postings that sum to zero.
Accounts and the hierarchyReadable paths, parent groups and leaf accounts.
Account rolesTell the app what each account is: bank, card, loan, holding and more.

Investments

Planning

Data and privacy

Automation

Shortcuts and bank messagesTurn bank messages into transactions with Shortcuts.

Can’t find what you need? See Support or email [email protected]. For background reading, visit the blog.