Documentation

Learn how to use Xbooks to manage your personal and business finances effectively.

Key Features

Smart Dashboard

Get a clear overview of your financial health with real-time insights.

Multiple Books

Create separate books for personal, business, or family expenses.


Creating an Account

Getting started with Xbooks is easy. You can sign up using:

  • Google Account
  • Apple ID
  • Email & OTP

Cashbook

The Cashbook is the heart of Xbooks. Record your daily income and expenses with ease.

How to add a transaction:

  1. Open your book
  2. Click the "Add Transaction" button
  3. Select "Cash In" (Income) or "Cash Out" (Expense)
  4. Enter the amount and details
  5. Save the transaction

Reports

Generate detailed statements for any time period.

PDF Reports

Best for sharing with customers via WhatsApp or email.

Excel Export

Ideal for detailed analysis or sharing with your accountant.


Multi-User Access

Collaborate with your team by adding them to your books. You can assign different roles:

Admin
Full access to settings, users, and data.
Editor
Can add and edit transactions but cannot change settings.
Viewer
Read-only access to view reports and transactions.

Data Security

Your data is our top priority. We use enterprise-grade encryption to ensure your financial information remains private and secure. Regular backups ensure you never lose your data.


FAQ

Is Xbooks really free?

Yes, Xbooks is completely free to use. There are no hidden charges or premium subscriptions.

Can I use Xbooks offline?

Currently, Xbooks requires an internet connection to sync your data in real-time.

Contact Us

Need help? Our support team is here for you.