๐Ÿ“– KasBook AI Guide

5 easy steps to start tracking your finances with AI. No accounting skills needed!

1

Create Account & Choose Plan

Visit app.kasbook.com โ†’ click Sign Up โ†’ enter email & password. Start with FREE to try, or upgrade to PLUS/PRO for the full experience.

2

Add Your Accounts

Create your first account โ€” Bank, E-Wallet, or Cash. You can add multiple accounts at once via AI chat: "create accounts for Chase, PayPal, and Cash".

3

Start Logging via AI Chat

Open the Chat page and type your expenses naturally:
"lunch pad thai $4.50"
"gas $50, parking $5"
AI auto-categorizes and saves to the right account.

4

Scan Receipts

Got a receipt? Just snap a photo! Tap the camera icon in chat โ†’ AI extracts all items, store, date, and total. One-click confirm โ†’ instantly logged.

5

Monitor Dashboard & Insights

Check your Dashboard for spending charts, financial health score, and monthly trends. AI also sends automatic Weekly Digests โ€” a summary of your finances each week.

๐Ÿ’ก Pro Tips

๐Ÿ—ฃ๏ธ Chat naturally

AI understands casual language. "uber $8", "coffee $5", "electricity $120" โ€” all work!

๐Ÿ“Š Ask AI for analysis

Try: "how much did I spend on food this month?", "weekly expense recap", "savings tips"

๐Ÿ”„ Set up recurring transactions

For regular expenses (salary, rent, subscriptions), use Recurring Transactions to auto-log them every month.

๐Ÿ“ฑ Install as an App

In Chrome โ†’ three dots โ†’ "Add to Home Screen". KasBook installs like a native app โ€” opens faster!

๐Ÿ”— Quick Links

FAQ โ†’ Pricing โ†’ Contact โ†’ Get Started โ†’