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Comprehensive guides for every Wevanta feature

Account Management & Security

Guides on signing up, 2FA security, and managing your family group.

The Dashboard Hub

A master guide to the Wevanta dashboard and command center.

Account & Asset Management

Master guide to managing your investments, cash, loans, and portfolio sync.

Payments & Billing

Everything about subscribing, billing, paying securely, and handling payment issues on Wevanta.

Secure encrypted storage for all your family financial, legal, and identity documents.

Loans Given (Money Lent)

Complete guide to recording, tracking, and recovering money you have lent to friends, relatives, or business associates.

Family Budget Planner

Plan every rupee in and out — income, expenses, EMIs, investments — and track what actually happened vs what you planned.

Policy Management

Track, manage and pay your insurance and investment policies in one place.

Goals & Financial Targets

Set, track, and achieve life goals by linking your real asset accounts to a target amount and deadline.

Fixed Deposits (FD Tracker)

Track every FD with maturity dates, interest rates, nominees, and automated maturity reminders.

Reminders & Planning

Never miss an EMI, SIP, insurance premium, or tax deadline. Create smart recurring alerts with snooze and mark-paid.

Recurring Transactions

Automate your salary credits, rent debits, SIP investments, and EMI payments with the intelligent recurring scheduler.

Wevanta Plans & Subscription

Understand Wevanta plan tiers, how to subscribe, how coupon codes work, and how to manage your billing.

Reports & Exports

Generate, filter, and download PDF or Excel reports for your portfolio, net worth, income, goals, and tax summary.

Check your CRIF credit score using your PAN, track score history, and understand what your score means for loan eligibility.

Dashboard & Net Worth

Understand your smart dashboard widgets, net worth calculations, financial health scoring, and predictive analytics.

👨‍👩‍👧

Manage multi-user access. Invite your spouse or family to view and manage the common household portfolio.

Profile & Context

Manage your profile details, base currency, dark mode, password, and Two-Factor Authentication (2FA).

Data Backup & Restore

Export your entire financial life to Excel, and learn how to restore it from a backup.

AI Financial Analysis

Harness Anthropic Claude, OpenAI, or Google Gemini to get personalised CA-grade advice on your portfolio, spending, goals, and tax.

Popular Articles

Loans Given — Complete Guide

Recurring Transactions — Complete Guide

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