About this App
UPIana: Your Personal Finance Tracker for UPI and Bank Transactions
UPIana is a user-friendly mobile app designed to simplify financial management by automatically tracking your bank transactions through SMS messages, such as UPI alerts and bank notifications. With UPIana, you can effortlessly monitor your income (credits), expenses (debits), and account balances in a clear, organized format. Whether you’re budgeting for the month, saving for a goal, or keeping digital records for taxes, UPIana streamlines the process, saving you time and effort. The app also allows manual transaction entry and PDF export for secure record-keeping, making it your go-to tool for staying on top of your finances.
Important Disclosure: SMS Data Usage
UPIana collects and processes SMS log data solely to enable transaction tracking and reporting features. The app accesses bank-related SMS messages to extract details such as transaction amount, date, and sender/recipient for generating financial summaries and PDF reports. This data is stored securely on your device and is not shared with third parties. Before accessing SMS data, UPIana will display a clear in-app disclosure and request your explicit consent. You must actively agree (e.g., by tapping “Accept” or checking a box) to allow SMS access. Without your consent, the app will not access SMS data. For more details, please review our Privacy Policy.
Clear Financial Overview
View all your transactions for any selected month in one place using UPIana’s intuitive interface. The main screen displays total credits, debits, and your remaining balance, giving you a snapshot of your financial health. Switch between months effortlessly with a built-in calendar picker to analyze past spending or income trends.
Manual Transaction Entry
Not all transactions come via SMS. UPIana lets you manually add cash or non-SMS transactions, including details like amount, date, and recipient. This ensures your financial records are complete, whether you’re tracking digital payments or cash expenses.
Organize and Manage Transactions
Easily hide transactions you don’t want to see in your main view without deleting them permanently. Access a dedicated section to review or restore hidden transactions, keeping your records clean and focused. This feature is perfect for filtering out minor or irrelevant transactions while preserving all data.
Export to PDF
Save your financial records by exporting transactions as a PDF file. Whether for budgeting, tax filing, or sharing with others, UPIana’s PDF export feature provides a professional, easy-to-read summary of your monthly transactions, including details like date, type, amount, source, bank, and status (normal, manual, or deleted).
Why Choose UPIana?
Simple and Intuitive: A clean, easy-to-navigate interface makes financial tracking accessible to everyone.
Time-Saving: Automatic SMS parsing eliminates manual data entry, letting you focus on managing your money.
Private and Secure: SMS data is processed locally, and no personal information is shared without your consent.
Customizable: Add manual transactions, hide irrelevant ones, and tailor your financial view to your needs.
Perfect for UPI Users: Designed for India’s UPI ecosystem, UPIana seamlessly tracks UPI transactions alongside other bank activities.
Who Is UPIana For?
UPI Users: Perfect for anyone using UPI for payments and wanting to track spending effortlessly.
Budget-Conscious Individuals: Ideal for those who want to monitor monthly income and expenses.
Record-Keepers: Great for users needing digital transaction records for budgeting, taxes, or audits.
Busy Professionals: Simplifies financial management with automation and minimal manual effort.
UPIana is your personal finance assistant, making it easy to stay in control of your money. Download now and take the stress out of financial tracking!
