Getting Started

Creating Your Account

1. Go to the Chitragupta URL in your web browser.
2. Click Sign Up and enter your email, password, and business name.
3. You are automatically set as the OWNER of a new organization.
4. Your organization starts on the FREE plan (up to 100 transactions, 5 members).

Logging In

1. Go to the login page and enter your email and password.
2. After successful login, you will see the main dashboard with five summary charts and recent activity.
3. If you have enabled 2FA, you will be prompted for a one-time code after login.

Browser Requirements

• Chrome, Firefox, Edge, or Safari (latest version).
• Internet connection required.
• The app can be installed as a PWA for offline access to cached data.

Key Features

• Transaction Management — Record income, expenses, investments, and withdrawals. Supports custom transaction dates, CSV batch import (up to 100 at once), recurring transactions, and soft-delete with undo.
• Partner Management — Add partners with ownership percentages (must total 100%). Support for silent partners (no portal access) and email invitations for active partners.
• Settlement Engine — Auto-calculate who owes what. Dual-ledger system separates daily operational balances from profit/withdrawal tracking. Use Quick Settle for instant checkpoint settlements.
• GST & TDS Compliance — Configure GSTIN, auto-calculate CGST/SGST/IGST on transactions, generate GSTR-1/GSTR-3B exports, and record TDS deductions under applicable sections (194C, 194H, 194I, 194J).
• Dashboard & Reports — 10 views including summary dashboard with 5 charts, P&L reports (monthly/quarterly/yearly), partner summary YTD, custom reports with filters, and invoice generation with PDF download.
• Approvals & Workflow — Create approval requests for transactions, budgets, partner invites, and settlements. Approve/reject with full audit trail.
• Budget Tracking — Set budget limits with alert thresholds. Get notified when spending approaches or exceeds limits.
• Recurring Transactions — Set up daily, weekly, monthly, or yearly recurring transactions. The system auto-generates them on schedule.
• Audit Log — Every change is logged. View a filterable audit trail of all actions in your organization.

Common Tasks

1. Record an Income or Expense

1. Click + New Transaction in the top header (or press Ctrl+N).
2. Select the type: Income, Expense, Investment, or Withdrawal.
3. Fill in the amount, date, description, and category/service.
4. For income transactions, you can split revenue and cost amounts if using Silent Partner mode.
5. Optionally, use the Handshake icon to assign the transaction to specific partners.
6. Click Save. The transaction appears immediately in the list and updates the dashboard.

2. Add a Partner & Set Ownership

1. Go to Partners & Split from the navigation.
2. Click Add Partner.
3. Enter the partner's name and ownership percentage.
4. To invite an active partner, choose Invite by Email — they will receive a portal access invitation.
5. For passive investors, add them as a Silent Partner (no portal access needed).
6. Ownership percentages across all partners must total exactly 100%. The system validates this before saving.

3. Run a Settlement

1. Go to Settlements from the navigation.
2. Click Calculate Balances to see current outstanding amounts between partners.
3. Review the operational ledger (daily expense sharing) and profit/withdrawal ledger (capital earnings).
4. Click Run Settlement to execute the settlement and clear balances.
5. Use Quick Settle for immediate checkpoint settlements between specific partners.
6. To automate, set up an Auto-Settlement Schedule (e.g., weekly, monthly) from the same page.

4. Generate GST or TDS Reports

1. Go to Tax & Compliance from the navigation.
2. In GST Settings, configure your business GSTIN and default HSN/SAC codes per service.
3. To generate GSTR-1 or GSTR-3B, click Export and choose JSON or CSV format.
4. For TDS, go to the TDS tab, record deductions under the appropriate section.
5. View the Tax Summary for a quarterly breakup of all tax liabilities.

5. Create & Send an Invoice

1. Go to Transactions and find the sale/service transaction you want to invoice.
2. Click the Invoice action button on that row.
3. Review the auto-populated invoice with your business details, GSTIN, and line items.
4. Click Generate Invoice — the system assigns an invoice number.
5. Download the invoice as a PDF to share with your client.

Keyboard Shortcuts

Subscription Plans

Check your current plan and usage under Settings → Subscription & Plan.

Troubleshooting

Support

• Check Settings → Help for in-app guidance.
• For account or billing issues, contact the organization owner.
• For technical support on paid plans (STARTER and above), use the Help button in the header to submit a ticket.
• API users on the PRO plan can refer to the API documentation at the /api/docs endpoint.