1. 1Select language. Bangla is default, English is available.
2. 2Keep currency as BDT unless the user needs another currency.
3. 3Choose Basic mode for simple tracking or Full mode for all tools.
4. 4Choose starter data for quick setup or blank workspace for manual setup.
5. 5Finish setup and continue to subscription or dashboard.

Hint: Language, currency, and mode can be changed later from Settings.

1. 1Open Dashboard after login.
2. 2Select month and year if available.
3. 3Review balance, income, expense, savings, and budget usage.
4. 4Check recent transactions and upcoming reminders.
5. 5Open a widget when deeper detail is needed.

Hint: Use Dashboard for quick review, not heavy editing.

1. 1Open Settings from the menu.
2. 2Update profile and preferences.
3. 3Change theme, language, currency, or Basic/Full mode.
4. 4Review billing and subscription status.
5. 5Use security options for PIN, password, data reset, or account deletion.

Hint: Clear data removes workspace data, not login or payment history.

1. 1Open Accounts.
2. 2Click Add Account.
3. 3Enter name, type, opening balance, color, and icon.
4. 4Save the account.
5. 5Edit account details later if needed.

Hint: Create accounts first so transactions can update balances correctly.

1. 1Open Categories.
2. 2Choose Income or Expense.
3. 3Click Add Category.
4. 4Enter name, color, and icon.
5. 5Save and use it in transactions and budgets.

Hint: Simple category names make reports easier to read.

1. 1Open Transactions.
2. 2Click Add Transaction.
3. 3Choose Income or Expense.
4. 4Enter amount, account, category, date, note, and tags.
5. 5Save the transaction.
6. 6Use filters to find or edit old transactions.

Hint: Transactions feed balances, dashboard, budgets, and reports.

1. 1Open Budgets.
2. 2Click Add Budget.
3. 3Select an expense category.
4. 4Enter the monthly budget amount.
5. 5Save and monitor usage during the month.

Hint: Budgets work best after categories and transactions are consistent.

1. 1Open Reports.
2. 2Choose the reporting period.
3. 3Review income, expense, and category trends.
4. 4Compare report results with budgets.
5. 5Use the insight to adjust spending.

Hint: Reports become stronger after regular transaction entry.

1. 1Open Goals.
2. 2Click Add Goal.
3. 3Enter name, target amount, deadline, and color.
4. 4Save the goal.
5. 5Use Add Funds or Take Out to move money.
6. 6Review progress and history.

Hint: Goal funding creates real money movement, so choose the correct account.

1. 1Open Recurring.
2. 2Click Add Recurring.
3. 3Choose income or expense.
4. 4Enter amount, account, category, frequency, and start date.
5. 5Save the rule.
6. 6Pause or edit it when schedules change.

Hint: Use this for salary, rent, bills, and predictable payments.

1. 1Open Subscription Tracker.
2. 2Click Add Service.
3. 3Enter provider, plan, amount, billing cycle, and next billing date.
4. 4Add account and category if auto-payment should create a transaction.
5. 5Save and review upcoming bills.

Hint: This is for personal services, not the TakaPilot app subscription.

1. 1Open Notes.
2. 2Click Add Note.
3. 3Choose simple or extended mode.
4. 4Enter title, details, person, amount, asset, or return date.
5. 5Save the note.
6. 6Update status when it is returned, closed, or cancelled.

Hint: Use notes for loans, receivables, handovers, and commitments.

1. 1Open Investments.
2. 2Create investment type settings if needed.
3. 3Click Add Investment.
4. 4Enter name, type, amount, account, dates, and return settings.
5. 5Save the investment.
6. 6Record returns, cashflows, valuations, or maturity changes later.

Hint: Use types to organize DPS, FDR, Sanchayapatra, and custom investments.

1. 1Open Salary Planner.
2. 2Enter gross salary and salary component settings.
3. 3Enable month-wise variation if salary changes during the year.
4. 4Enter deductions and PF settings.
5. 5Review breakdown, taxable income, rebate, and estimated tax.
6. 6Adjust values until the projection matches payroll.

Hint: Use month-wise variation for increment, bonus, and changing tax deductions.

1. 1Open Tax Calculator.
2. 2Enter yearly income heads and exemptions.
3. 3Review taxable and non-taxable amounts.
4. 4Check the slab calculation.
5. 5Enter eligible investment amount for rebate if applicable.
6. 6Review final tax liability.

Hint: House rent, medical, and conveyance can be non-taxable depending on rules and limits.

1. 1Click the bell icon in the topbar.
2. 2Review unread notifications.
3. 3Open action links when available.
4. 4Mark notifications as read.
5. 5Allow browser notifications when prompted.

Hint: Browser notifications need browser permission and service worker support.

1. 1Open Support.
2. 2Create a ticket with category, priority, subject, and message.
3. 3Open the ticket to continue conversation.
4. 4Generate support PIN only when admin needs read-only access.
5. 5Share the PIN and revoke it when support is finished.

Hint: Support PIN is temporary and does not allow editing.