FAQ

Straightforward answers about FinTracker.

FinTracker is a finance workspace for managing businesses, cashbooks, transactions, reports, sharing, imports, and day-to-day financial records.

Individuals, small teams, businesses, and finance operators can use FinTracker to organize cashbooks and transaction workflows.

Google Sign-In verifies your identity, reduces password handling inside FinTracker, and allows the app to create or match your secure user profile.

FinTracker uses only basic profile information required for authentication: your Google account ID, name, email address, verified email status, and profile image when available.

FinTracker uses authenticated access, role-based permissions, validation, and activity history to help protect records. Google is used for sign-in, not to read your financial data.

Yes. Create business workspaces and cashbooks, share access by role, record transactions, and review reports in one place.

Phinoya is FinTracker’s AI-powered support help desk. AI Coach helps analyze a business or cashbook, create dynamic reports, and surface actionable insights.

Yes. Bulk Transaction Entry validates an Excel workbook and can automatically create missing Contacts, Categories, and Payment Modes during import.

Use All Reports at a Glance with advanced filters across accessible businesses, then download supported reports in Excel or PDF. Supported Cashbook PDFs can also be converted to Excel.

Yes. Transaction Activity Logs show transaction-level changes and history, while Dynamic Custom Fields let you capture flexible business-specific data.