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Mera Paisaa Finance OS

Getting Started with Mera Paisaa

Welcome to Mera Paisaa! This guide will help you set up your account and familiarize yourself with the Dashboard.

Authentication

Mera Paisaa uses a secure, offline-first authentication system to ensure your data remains completely private.

Step 1: Launch the App

When you open Mera Paisaa for the first time, you will be greeted by the welcome screen. Tap Get Started.

Step 2: Set up your PIN or Biometrics

Since your data never leaves your device, we secure it locally:

  1. Enter a secure 4-digit PIN.
  2. Confirm the PIN.
  3. (Optional) Enable Fingerprint or Face ID for faster access.

Step 3: Phone Authentication (Optional Sync)

If you wish to enable encrypted cloud backups, you can link your phone number:

  1. Navigate to Settings > Account.
  2. Tap Link Phone Number.
  3. Enter your mobile number and verify via OTP.

Navigating the Dashboard

The Dashboard is your financial control center. It gives you an immediate overview of your wealth.

The Top Bar

  • Total Balance: A consolidated view of all your connected accounts (Cash, Bank, Credit).
  • Hide Balance: Tap the eye icon to quickly obscure your balance when in public.

Quick Actions

Below your balance, you'll find quick action buttons:

  • Add Expense: Quickly log a new transaction.
  • Transfer: Move money between your accounts.
  • Add Income: Record incoming funds.

Recent Activity

The main body of the dashboard shows your most recent transactions.

  • Swipe left on any transaction to quickly edit or delete it.
  • Tap See All to jump into your full activity history.

[!TIP] Privacy Mode: Shake your phone gently to immediately lock the app and hide all balances.