📖 User Guide

Get the most out of Kash

Everything you need to know to master your personal finances with Kash — from first launch to advanced automations.

Download Kash Free

Getting Started

Kash is an offline-first app — your data lives entirely on your device with no cloud login required. Here's how to get up and running in under 5 minutes.

1

Download from Google Play

Search for "Kash – Personal Finance" or tap the button on this page. Install and open the app.

2

Add your first account

Tap the Accounts tab and hit the + button. Choose an account type — Liquid, Investment, or Debt — and give it a name and starting balance.

3

Record your first transaction

Go to the Transactions tab and tap +. Pick Expense, Income, or Transfer, fill in the amount and account, and save.

4

Check your dashboard

The home screen now shows a live snapshot of your financial picture: monthly flow, account totals, and category breakdowns.

💡
Add all your accounts first

Before logging transactions, set up every account you use — bank accounts, wallets, credit cards, investments, and loans. Your net worth will automatically reflect their balances from day one.


Portfolio Dashboard

The home screen is your financial command centre. It summarises your entire money picture for the selected month.

📊

Monthly Flow

See how much came in and went out this month at a glance. Tap to drill into income vs expense details.

🗂️

Category Breakdown

Visual breakdown of where your money is going — scroll through your top spending categories instantly.

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All Accounts

A consolidated view of every account balance grouped by type — liquid, investment, and debt.

💳

Credit Card Stack

Quick access to all your credit cards — outstanding balances, due dates, and payment cycles at a glance.

👁️
Privacy mode

Tap the eye icon on the Accounts screen to hide all monetary values — useful when sharing your screen or in a public place.


Managing Accounts

Kash supports three account types, each with its own behaviour. Accurate account setup is the foundation of everything else.

Account Types

💵

Liquid Accounts

Bank accounts, savings accounts, cash, digital wallets (e.g. PhonePe, Paytm). These represent money you can spend immediately.

📈

Investment Accounts

Mutual funds, stocks, fixed deposits, and other long-term holdings. Track principal, current value, NAV, and returns.

🔴

Debt Accounts

Loans, EMIs, and credit cards. Outstanding balances here reduce your net worth, giving you an honest picture.

Adding an Account

1

Tap + on the Accounts tab

Choose your account type (Liquid, Investment, or Debt).

2

Enter the details

Name the account, set its current balance, and fill in any type-specific fields (e.g. credit limit for cards, ticker for stocks).

3

Save

The account immediately appears on your dashboard and is ready to receive transactions.

💡
Use real opening balances

Enter each account's current real-world balance as its starting value. This gives you an accurate net worth from the very first day.


Recording Transactions

Transactions are the heartbeat of Kash. There are three types: Expense, Income, and Transfer.

💸 Expense 💰 Income 🔄 Transfer

Adding a Transaction

1

Tap + in Transactions

Select the transaction type — Expense, Income, or Transfer.

2

Fill in the amount and account

Enter the amount, pick the source account (and destination for transfers), and assign a category.

3

Set the date and save

Dates default to today — change them to back-date entries. Tap Save to record the transaction.

Finding Transactions

The transaction feed supports search (by description or amount), filters (by date range, account, category, or type), and pull-to-refresh. For large histories, entries load progressively as you scroll.

🔄
Use Transfers for moving money

When you pay off a credit card or move money between accounts, always use a Transfer — never an Expense. This keeps your net worth accurate because the money hasn't left your system, it just moved between accounts.


Credit Cards

Kash has special first-class support for credit cards so you always know what you owe and when it's due.

Setting Up a Credit Card

1

Create a Debt account

Go to Accounts → + → Debt, then enable the Credit Card toggle.

2

Enter card metadata

Fill in the credit limit, settlement date, payment due date, card scheme (Visa, Mastercard, etc.), and optional cashback percentage.

3

Log card spending as Expenses

Every time you swipe, add an Expense with the credit card as the source account. The outstanding balance updates automatically.

4

Record bill payment as a Transfer

When you pay the bill, add a Transfer from your bank account to the credit card. The outstanding balance reduces accordingly.

📅
Settlement Date vs Payment Date

The settlement date is when your billing cycle closes and the statement is generated. The payment date is when you must pay to avoid interest. Setting both correctly lets Kash show you how many days are left before each deadline.


Investments

Track all your long-term holdings in one place so your net worth figure is always accurate.

📦

Mutual Funds

Store units, average NAV, and current NAV. Kash calculates current value automatically.

📉

Stocks

Enter the ticker, quantity, and average buy price. Update the latest price to see current value and unrealised P&L.

🏦

Fixed Deposits

Track principal, tenure, and interest rate so the FD's contribution to your net worth is always visible.

📁

Other Investments

A flexible category for bonds, NPS, PPF, real estate value, or any asset that doesn't fit neatly elsewhere.

🔄
Keep current prices updated

Kash doesn't auto-sync market prices yet, so periodically edit your investment accounts to update NAV or stock price. Even a weekly update keeps your net worth close to reality.


Recurring Transactions

Stop manually entering the same transactions every month. Set up recurring templates for any predictable cash flow.

Good candidates for recurring entries

💼 Salary 🏠 Rent 📺 Subscriptions 🏦 EMIs 🔌 Utility Bills 📶 Mobile Recharge

Setting Up a Recurring Transaction

1

Open Recurring from Settings or Transactions

Tap the recurring transactions option and hit +.

2

Configure the template

Set the amount, account, category, and a description (e.g. "Netflix", "House Rent"). Choose the frequency: Weekly, Monthly, or Yearly.

3

Apply when due

When the recurrence date arrives, open the template and apply it with one tap — Kash generates the actual transaction instantly.

💡
Tip: Create a recurring entry for your salary

Set up a monthly income template for your salary. On payday, apply it with one tap and your liquid account balance updates immediately — no manual entry needed.


Expense Splitting

When bills are shared — with a roommate, partner, or friend — Kash's split mode ensures only your actual portion is counted as an expense.

How Splitting Works

When you enable split mode on a transaction, Kash divides the total amount into two parts. Your share is recorded as an Expense, while the other person's share is recorded as a Transfer to a designated "split account" — essentially a receivable tracker that reminds you someone owes you money.

Configuring Split Settings

1

Go to Settings → Split Settings

Set your default split percentage (e.g. 50% for an equal split) and your default split account.

2

Create a split account (optional)

Create a dedicated Liquid account named something like "Shared Expenses" or a person's name as a receivable tracker.

3

Enable split on any transaction

When adding an Expense, toggle on Split. Kash auto-fills the configured percentage and account so you can confirm and save in seconds.


Smart Capture (Notification Listener)

Kash can read transaction signals from your phone's notifications — bank SMS alerts, UPI apps, and payment apps — and auto-draft pending transactions for you to review.

Enabling Smart Capture

1

Go to Settings → Notification Access

Tap the option and grant Notification Access permission to Kash from Android system settings.

2

Receive a payment notification

When your bank or UPI app sends a transaction notification, Kash parses it and creates a draft pending transaction automatically.

3

Review and confirm

Open the Pending Transactions list, verify the auto-filled details (amount, type, category), adjust if needed, and save with one tap.

🔔
Pending transactions survive app restarts

Even if Kash was closed when the notification arrived, the draft is retained and waiting for you the next time you open the app.


Custom Account Groups

Beyond the default grouping by account type, you can create your own groups to view related accounts together on the dashboard.

Useful Group Ideas

👨‍👩‍👧 Family Accounts 💼 Business vs Personal 🎯 Goal-Based Savings 🌍 Currency Buckets 📦 Investment Themes

Creating a Group

1

Open Accounts → Groups

Tap the Groups option and hit + to create a new group.

2

Name the group and add accounts

Give the group a meaningful name, then select the accounts that belong to it. An account can appear in multiple groups.

3

View on the dashboard

Your custom group now appears as a consolidated balance widget alongside the standard account type groupings.


Custom Categories

Kash ships with a sensible set of default categories, but you can fully customise them to match how you actually spend and earn.

Managing Categories

1

Go to Settings → Expense / Income Categories

View and manage your full category lists for both transaction types separately.

2

Add a new category

Tap + and type a name. Kash prevents duplicate names within the same type to keep your data consistent.

3

Edit or delete

Long-press or tap an existing category to rename it. Unused categories can be deleted to keep your list clean.

💡
Good category hygiene matters

Consistent category use is what makes the dashboard's spending breakdown actually useful. Spend a minute setting up categories that match your life before logging your first transactions.


Backup & Restore

Since Kash is 100% offline-first, creating regular backups is the key to protecting your financial history.

What Gets Backed Up

🏦 Accounts 📂 Account Groups 🏷️ Categories 💸 Transactions 🔁 Recurring Templates 📋 Pending Transactions ⚙️ Split Settings

Creating a Backup

1

Go to Settings → Backup & Restore

Tap Export Backup. Kash generates a backup file.

2

Save it somewhere safe

Share the file to Google Drive, WhatsApp Saved Messages, your PC, or any cloud storage. The file is a portable snapshot of all your data.

Restoring a Backup

1

Go to Settings → Backup & Restore

Tap Restore Backup and select your backup file.

2

Confirm the restore

Kash will replace all current data with the backup. Use this when switching devices or recovering from data loss.

🔒
Back up before switching phones

Since there's no cloud sync, always export a backup and confirm the file saved successfully before formatting your old device or setting up a new one.


Pro Tips

Get even more out of Kash with these habits and tricks.

🚀

Do a weekly 5-minute review

Once a week, open the dashboard, swipe through your pending transactions and transaction feed, and make sure every entry is categorised correctly. This 5-minute habit keeps your data accurate without feeling like a chore.

📲

Enable Smart Capture for zero-effort logging

Granting notification access lets Kash pre-fill 80% of your transactions automatically. You just review and confirm — cutting manual entry time significantly.

💳

Treat credit card spending as the source account

Always pick your credit card as the source account when logging card purchases — not your bank account. The bank account only moves when you actually pay the bill (use Transfer for that).

📦

Use custom groups to track goals

Create a group called "House Fund" containing your dedicated savings account and relevant FDs. Watch the combined balance grow toward your goal without any extra effort.

🔁

Set up all recurring transactions upfront

Spend 10 minutes on first setup creating recurring templates for salary, rent, and all subscriptions. From then on, each month takes under a minute to fully log.

💾

Back up monthly (at minimum)

Set a calendar reminder on the 1st of every month to export a backup to your cloud storage. Your financial history is irreplaceable — treat it accordingly.

Ready to take control of your money?

Kash is free to download on Android. No subscriptions, no ads, no data collection.

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