All Features
Finance

Your Money, One Dashboard

Stop juggling between banking apps. Track every rupee across all your accounts, set budgets, and watch your savings grow - automatically.

Everything you need

CiviQ brings all your financial accounts into one clean view. Banks, cards, wallets, cash, loans, goals, and AI insights - all connected.

  • Multi-Account Overview

    See banks, credit cards, digital wallets, and cash balances at a glance in one unified dashboard.

  • Expense Logging

    Log expenses with 15+ categories. Balances auto-deduct from the payment source - always accurate.

  • Income Tracking

    Track salary, freelance, business, and other income sources with proof document uploads.

  • Monthly Budgets

    Set category-wise budgets with visual progress bars and alerts when approaching limits.

  • Transfers

    Move money between bank, wallet, and cash accounts with a single click. Every transfer is tracked.

  • Loan Tracking

    Track EMIs, interest rates, and payoff timelines. Never miss a payment again.

  • Financial Goals

    Set savings targets, track progress, and celebrate when you hit your financial milestones.

  • Expense Splitting

    Split bills with friends and family. Track who owes what with clear settlement tracking.

  • AI Analytics

    Get AI-powered spending insights, pattern detection, and personalized recommendations.

6+
Account Types
15+
Categories
Real-time
Updates
100%
Encrypted
How It Works

Simple by design

Get started in minutes, not hours

  1. Add Your Accounts

    Add bank accounts, credit cards, digital wallets, and set your cash balance. All data is encrypted.

  2. Track Everything

    Log income and expenses with categories. Set budgets and watch real-time summaries of your spending.

  3. Get AI Insights

    Receive personalized financial insights, budget alerts, and smart recommendations from the AI assistant.

Connected

Works with every CiviQ feature

Everything is connected. This feature integrates seamlessly with the rest of your dashboard.

AI Assistant

Auto-log expenses from conversation. Get spending insights and budget alerts.

Documents

Attach receipts and invoices to expenses for record-keeping.

Tasks

Create financial tasks like bill payments and EMI reminders.

Vault

Store sensitive financial credentials securely in the encrypted vault.

Family

Share financial insights and coordinate budgets with family members.

Finally, I can see all my bank accounts, cards, and wallets in one place. The budget tracking alone saved me thousands every month.

A
Arjun M.

Software Engineer

The AI assistant detected a subscription I forgot about and suggested I cancel it. CiviQ literally pays for itself.

P
Priya S.

Product Manager

Ready to get started?

Join thousands of users who have transformed their personal productivity with CiviQ.