Personal Finance Manager

 Be it Bank accounts, credit cards, mutual fund investments, shares, Insurance policies, loans, Fixed Deposits etc., anything that concerns your money, can be tracked with Kotak MoneyWatch.

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 You can track your expenses, monitor your investments, get reminded about the renewal of your insurance policy, payment of credit card dues etc. Also, using our Mobile Apps, you can keep track of your petty cash expenses on the go.

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• Upload your excel file;
• Upload your e-statements that you would receive from your Bank/MF in your Inbox as attachment (pdf/html). Kotak MoneyWatch currently recognizes close to 500 such e-statements, for upload in seconds.
• Link directly to your bank/Mutual fund/Equity/Insurance etc. online account. Kotak MoneyWatch securely fetches transactions (only) automatically. Kotak MoneyWatch currently supports around 200 Indian institutions for automatic updates.

You can always enter data manually, but we would not suggest that as our automated system is in place to do exactly that.

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• All financial instruments under one roof;
• Upload or simply forward your e-statements to Kotak MoneyWatch;
• Automatically connect to all your online accounts, get to see your net worth whenever you log in;
• Auto categorize your bank and credit card transactions;
• Calculate your income tax automatically using Kotak MoneyWatch;
• Access your Kotak MoneyWatch account from your mobile phone;
• Generate more than 30 reports like spending patterns, Capital Gains, Profit and Loss etc.;
• Add various billers such as telephone, electricity, gas, internet etc. Kotak MoneyWatch will send you alerts so that you never miss a due date;
• A folder to store your important financial documents at Kotak MoneyWatch;
• And much more!

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