No business — just your own money to keep straight. Track income and investments, watch the 80C bucket fill, compare the old and new regimes with your real numbers, and reach March with an ITR file instead of a shoebox.
Your first day
- Sign up as an individual — the wizard stays minimal; only the personal modules switch on.
- Log this month’s income and investments — SIPs can post themselves with a recurring rule.
Your rhythm
Monthly — income in, investments logged, net worth updated; recurring rules handle the SIPs. Yearly — the old-vs-new regime compare uses your actual numbers, capital gains sit in the same books, and the ITR-prep summary hands your CA (or you) everything in one place.