The SnapFins Mastery Guide
Learn how to architect your financial future with AI-powered precision.
1. The Blueprint: Assets & Initial Balances
Before scanning your first receipt, you need a place for that data to live. Create 'Bank' and 'Cash' assets in the Assets tab. Use the 'Initial Balance' field to record what you already have in your savings or physical wallet. This sets your true baseline.
2. The Gemini Protocol: AI Receipt Scanning
Our Gemini AI is trained on thousands of receipt formats. For the highest accuracy: ensure good lighting, hold your phone steady, and make sure the merchant name, date, and TOTAL amount are clearly within the frame. The AI will automatically map these to your chosen asset.
3. Command Center: The Dynamic Ledger
The ledger isn't just a list; it's a dynamic tool. Use the 'Pivot View' to instantly group expenses by categories or months. You can multi-select rows to delete or double-click any entry to manually refine the merchant name or date if needed.
4. Wealth Intelligence: Understanding Net Worth
SnapFins calculates your Net Worth by subtracting Liabilities from your total Assets. Stay in the green by keeping your bank balances updated and tracking your debts meticulously. The trend badges will tell you exactly how you're performing compared to last month.
5. Data Sovereignty & Enterprise Privacy
Your financial data is sensitive. SnapFins uses enterprise-grade encryption via Supabase. We never sell your data, and Gemini AI outputs are processed securely. You own your data: you can purge your entire history at any time with a single click in your settings.
6. Real-time Conversion Engine
SnapFins isn't just a manual tracker; it's a live calculator. We fetch real-time market rates to convert your Crypto, Stocks, and foreign bank balances into your primary currency. The sync happens every 5 minutes to ensure your net worth reflects current global reality.
Curious about the math?
Go deeper into the triangular arbitrage, neural extraction, and real-time synchronization windows.
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