Handdy Accounts Help and Support1. Log into your account.
2. Above the menu bar, on any page, you will find a link called “Upgrade to Premium” on the top right hand corner near your name and “Sign out” link. Click that option to upgrade.
3. You will be taken to the subscription page where you can pay and upgrade. Choose your plan to Premium appropriately and click Checkout
4. Complete the Payment details and click “Pay now” to upgrade
Your account history provides you the following information:1. Income received at the selected account from your source2. Payments made from the selected account to your merchants3. Account balance after each payment or income (when the account balance is set via “Account details” section in “Settings” menu)
You can use the account history to find out exactly where your money comes from and where it is spent, for a selected date range. This is similar to what your bank account would show so that you can compare with it and check if the entries match.
To navigate to Account History, click See History >> Account history. Following is a sample screenshot of a “Cash account” history.
Following are options available under Setting:
Account details
Add or modify your bank, credit card and cash in hand details
Income source information
Add or edit your Income source information such as name and address
Merchant information
Add or edit your merchant / vendor information such as name and address
Income categories
Create appropriate categories to classify your income. Add or edit them whenever you want
Expense categories
Create appropriate categories to classify your expenses. Add or edit them whenever you want
Tax rates
Add or edit your Tax rates (for income)
Record account transfers
Record account transfers
Business details
Edit your business information including name, address and Tax registration
1. Login to your account.
2. Click on “Record Expense” on the Home page
3. This takes you to the “Record Expense” page.
4. Fill in all the details till the “Tax Rate” field
5. On the “Tax Rate” field, click on the drop-down list and select “Add New Tax rate”
6. An “Add New Tax rate” window opens asking you for the “Tax name” and “Tax%”
7. Enter these details and click on “Add” to add new Tax rate.
1. Log into your Handdy Accounts account
2. Click on View Reports
You will have reports under the following categories
1. Income and Expense reports
Income and Expense by month: This report will give you a summary of income & expense details and the total income and expense at the end of the month or selected date range.
Income by category : This report will give you a summary of income details and the total income at the end of the month or selected date range for specific income categories like ‘Sales income’ for example.
Expense by category : This report will give you a summary of expense details and the total expense at the end of the month or selected date range for specific expense categories like ‘General expenses’ for example.
Income by source : This report will show you at a glance what are your highest and lowest income sources for the month or a selected date range.
Spending by merchant : This report will show you at a glance which merchant you pay the most to and which supplier you pay the least to for the month or a selected date range.
2. Useful reports
Net Income Report: This report will give you the details of income and expenses and show you the net income at the end of a selected date range. There is also a simple, easy-to-understand graph to represent this statement.
Tax report : This report will show you total tax paid for the month or selected date range.
Then there is a Download reports option under ‘Download all data’ option which allows you to download reports.
1. Log into your account.
2. Go to View Report
3. Select “Tax report” from the Useful Reports section.
4. Select the desired date range.
5. The details pertaining to the selected range are displayed. A graph to represent the information is also generated. You can export this to Excel if necessary.
1. Log in to your account. Click “Settings”.
2. Find “Account details” and select “Edit now” button.
3. Click on “Add new account”.
4. Enter “Account name” and Select Account Type, click “Add”
1. Log into your account.
2. Go to View Report
3. Select “Net income report” from the Useful Reports section.
3. Select the desired date range.
4. The details pertaining to the selected range are displayed. A graph to represent the information is also generated. You can export this to Excel if necessary.
1. Login to your account.
2. Click on “Enter Income” on the Home Page.
3. This takes you to the “Enter Income” page.
4. Enter all details and click on “Save”
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1. Log into your “Handdy Accounts” account.
2. Go to Enter Income.
3. Scroll down to “Your recent entries”. This section will have your entries
4. Check ‘Edit’ as seen below
5. The Edit Your Income window appears. Modify the details as required and click Update.
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