Help center · Getting started
Set up your accounts
Add real accounts from the Accounts page. Five minutes.
On this page
To set up accounts in Extrack, open the Accounts page and tap "New account". Pick a type (Checking / savings, Credit card, Loan, Investment, Other), give the account a short label, set the opening balance (the field name adapts to the type), and save. Repeat for every real account — bank, credit card, loan, investment. Most users finish in under five minutes.
Steps
Open Accounts → "New account"
The button is at the top-right of the Accounts page.
Pick the type
Type-specific fields surface — e.g. statement day for Credit card, loan rate for Loan, etc.
Set the opening balance
Label adapts: "Starting balance" / "Credit limit" / "Principal owed (opening)" / "Principal lent (opening)".
Save and repeat
Add every account you actually use. Most users have 3–15.
Frequently asked
Should I add my UPI as a separate account?
No. UPI uses your bank balance. Add the underlying bank only.
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