Make MyTracksy Personal part of your household week.

1. Open MyTracksy Personal and choose Start free. Create an account using your email and password, or continue with Google. Use Sign in if you already have an account.
2. Your personal workspace opens straight away with the full Pro package free for 14 days. No card is needed, nothing is charged, and there is no approval wait.
3. For email registration, open the verification link sent to your inbox. Check spam too. When the verification banner appears, use Resend email or I’ve verified as needed.
4. An NIC number is optional. Open Settings only if you want it on your records; it is not required to use the workspace.

Before entering real household information, try the public demonstration with fictional records.

MyTracksy Personal is a progressive web app (PWA). You add it from your browser and open it from your home screen.

• iPhone: open the Personal page in Safari. Choose Share (under More in some layouts), then Add to Home Screen. Turn on Open as Web App if shown, then confirm Add.
• Android: open the Personal page in Chrome. Use Install and create shortcut → Install. Older versions may show Install app or Add to home screen.

Follow the full iPhone and Android installation guide if your browser shows a different menu. Home-screen shortcuts open Home, Goals, Budget and Money directly.

Installation does not activate Pro or remove the need for an internet connection for sign-in, billing, sync and the signed-in ledger.

Every new account starts with the full Pro package free for 14 days, then continues on Free unless Pro is activated — there is no approval step.

Use fictional records for your first walkthrough. Read Storage, sync and privacy before entering household information.

1. Open Goals. Add an emergency fund of LKR 200,000 with LKR 50,000 already saved.
2. Open Budget. Add a Grocery bucket with a LKR 25,000 monthly limit.
3. Open Reminders and add “Pay electricity” for this evening.
4. If you are signed in, open Money and record a sample salary.
5. On Pro, open Reports to see a CSV of the signed-in ledger.

Find your way around on a phone

Use the bottom tabs. You may need to open More for contacts, timeline, reminders and reports.

Home

Personal command centre.

Today

Calendar.

Money

Signed-in income and expense ledger.

More

Goals, budget, contacts, timeline, reminders, reports and settings.

On a computer, these sections appear in the sidebar. This guide uses the English labels; your chosen language may translate them.

1. Choose Goals. Enter a name, target in LKR, amount already saved and an optional due date.
2. Use Save → ledger to add a top-up. A top-up cannot exceed remaining-to-target.
3. When you are signed in, that top-up may also write an expense to your money ledger so the two stay in step. It does not transfer funds from a bank.

1. Choose Budget. Add a bucket such as Grocery or Bills with a monthly limit and optional spent-so-far amount.
2. Use +500 → ledger (or your own amount in the form) to log spend against the bucket.
3. When you are signed in, that spend may also write an expense to your money ledger.

Budget buckets are saved on your device first and synced when online. They do not read a card feed.

Calendar

Choose Calendar to see goal due dates as events. Add dates you enter; the calendar does not read a phone calendar unless you export it yourself.

Contacts, timeline and reminders

1. Contacts keeps household or family contacts you type.
2. Timeline lists recent activity on this workspace.
3. Reminders are tasks you create, such as a bill date.

These records are device first, then your account. Confirm sync before relying on them on a second phone.

Money is the signed-in income and expense ledger. Record salary, freelance, gifts, food, transport, bills and shopping. Totals on Home come from these records plus your goals and budget buckets.

Reports summarises income, expenses and a CSV ledger export for your own review or an adviser.

1. Open Settings or the subscription screen from your account. Your current plan, trial end date and optional NIC number are shown.
2. To upgrade, choose the monthly or annual Pro plan and send the invoice request. The MyTracksy team confirms payment instructions by email or WhatsApp; Pro is activated manually after payment is confirmed. Online card checkout is not yet available.
3. Renewals follow the same request flow before the period ends. To cancel, simply do not renew; your records stay in your account and the workspace continues on Free.

Refunds and billing terms are described in the refund policy and terms of service.

• Goals, budget buckets, contacts, calendar, timeline and reminders are saved on your device first, so they work at home without signal, and sync to your signed-in account when you are online. Signing in on another device brings the synced entries across.
• Income, expenses and settings use your signed-in account. Access is limited to your profile by database and storage rules.
• Signing out keeps synced records in your account. Clearing website data before a sync completes can remove unsynced entries; reconnect first and let the sync finish.
• After the trial: your workspace never locks. Pro tools pause on Free until Pro is activated; every record stays in your account.

Read the privacy policy for the full description of processing. You remain responsible for household confidentiality, device security and record retention.

• It does not connect to a bank, card or wallet.
• It does not transfer savings automatically or move money.
• It does not file tax, infer rates, or replace an accountant.
• There is no tax tab, no dedicated export tab, and no AI tab on this workspace.

A goal top-up cannot exceed remaining-to-target. When signed in, that top-up may write an expense to the ledger — a record, not a payment.

Reports are locked after 14 days

Your Pro trial has ended and the account is on Free. Open Settings to request Pro activation; the MyTracksy team activates it after invoice payment.

My goal is not on the other device

Open the app on the device where you entered it while online and wait for the sync indicator, then reload the second device.

The top-up was refused

A goal top-up cannot exceed remaining-to-target. Reduce the amount or raise the target, then try again.

Saving to a goal did not send money to a bank

That is expected. MyTracksy records the amount; it does not move money. When signed in it may write a matching expense to your ledger.

Contact

WhatsApp 070 373 6555 · info@mytracksy.com. Include your account email and the screen you were on.