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Getting Started

Installation

Download PocketVault Finance for your platform from the download page. No account creation is required.

First launch

When you first open PocketVault Finance, you’ll be guided through a brief setup:

  1. Choose your default currency - USD or INR (more currencies are rolling out)
  2. Enable biometric lock (optional) - Protect the app with fingerprint, face recognition, or platform-supported biometrics
  3. Set up your accounts - Add your bank accounts, credit cards, or wallets

Adding your first transaction

Tap the floating action button (+) and select Add Transaction:

  • Enter the amount
  • Choose a category (one is suggested from how you filed that merchant before)
  • Add a note (optional)
  • Select the date
  • Save

Importing existing data

If you have transaction history from another app or your bank:

  1. Go to Settings > Import
  2. Choose an import method: bank SMS (India, Android), a PDF statement, a CSV export, or manual entry
  3. Select your file
  4. Review the parsed transactions
  5. Confirm the import

See the Import Guide for detailed instructions.

Exploring the app

PocketVault Finance has four main sections accessible from the bottom navigation:

  • Dashboard - Overview of your finances, savings goals, investments
  • Transactions - List of all your expenses and income
  • Statistics - Charts and spending breakdowns
  • Settings - Preferences, import, security, AI settings