If you are an existing user of Intuit India Money Manager and would like to continue to manage your money in an automated fashion, Perfios is a great solution to migrate to.
Money management applications are not new to the Indian audience. Perfios (www.perfios.com), a pioneer in this space, has been offering an India specific personal finance solution for more than 4 years now.
Perfios (Perfios Finance One Stop) offers the solution in a Freemium model - the base version of the solution is Free Forever. The company started in 2008 and since then more than 3 lakh satisfied users manage their money at Perfios.
You can follow the steps mentioned below to register at Perfios and move your existing data from Intuit Money Manager.
- Login to your Intuit Money Manager Account
- Go to the Transactions Tab on top
- Click on the Import/ Export button > Select Export > An excel file with transactions will be automatically downloaded on to your desktop
- Now, register for free with just an email id at www.perfios.com
- Click on the activation link that you receive in you Inbox and then login to your Perfios account (please also check your junk folder in case the email landed up there accidently).
- Create your Bank/ Credit card/ Mutual Fund etc. accounts
- Visit the Tools section to upload the excel file as per instructions.
Perfios supports all asset classes like Savings accounts, Credit cards, Mutual Funds, Trading accounts, Life Insurance and General Insurance, Home Loans, Vehicle Loans, Personal Loans, PPF, NSC, Gold, Silver, Real Estate etc.
Any finance related account that is being managed by you or your family can be easily tracked at Perfios. The solution also offers an integrated online tax filing feature, a secure document storage facility, comprehensive set of reports and a Budgeting module to keep track of your expenses.
Thus, with all such features specifically designed for the Indian market, Perfios is truly a one stop solution for tracking all your personal finance details with minimal manual effort.
Please visit www.perfios.com for more details.