User Guide

Guide to
Using Vinansio

16 guides covering every Vinansio module — from your first cashbook to the accounting reports. No account needed to read them.

The guide content is currently available in Indonesian only.

Vinansio Manual Book (PDF)

The complete guide to every module — transactions, debts and receivables, investments, all the way to tax. Good for reading offline or printing.

Second edition · August 2026 · 104 pages · 1.9 MB · in Indonesian

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Connect to Claude.ai (MCP)

Vinansio can be read from — and written to — right inside a Claude.ai chat over MCP: 35 tools, including ones that pull up these guides.

See how to connect
Part 1

Getting Started with Vinansio

Meet the main features, sign in, then set up your first cashbook, categories, and transaction.

4 min readRead guide
Part 2

Dashboard & Financial Analysis

Reading your total balance, financial health score, net worth, cash flow patterns, and automatic recommendations.

2 min readRead guide
Part 3

Managing Transactions

Recording income, expenses, and transfers between cashbooks — including filters, exports, status, and source.

3 min readRead guide
Part 4

Quick Entry with the Lightning Wizard

Recording a transaction from one plain sentence or a photo of a receipt, and how to check what the AI read.

2 min readRead guide
Part 5

Vina — Your Finance Assistant on WhatsApp

Record transactions, send receipts, and check balances over WhatsApp chat — without opening the app at all.

3 min readRead guide
Part 6

Connect to Claude.ai (MCP)

Wire your financial data into Claude.ai: ask, analyse, even record transactions by chatting — these guides included.

4 min readRead guide
Part 7

Debts & Receivables

Tracking money you lent and money you owe, recording payments, and due-date reminders.

1 min readRead guide
Part 8

Savings & Budgets

Setting savings targets with deadlines, and building monthly or yearly budgets against actuals.

2 min readRead guide
Part 9

Investments

Recording a portfolio across 18 instrument types, refreshing market prices, and tracking returns.

1 min readRead guide
Part 10

Business: Invoices, Vendor Bills & Inventory

Issuing invoices to customers, recording bills from suppliers, and keeping an eye on stock.

2 min readRead guide
Part 11

Zakat & Tax (BETA)

Calculating zakat with haul tracking, plus estimates for personal income tax, final MSME tax, and VAT.

2 min readRead guide
Part 12

Financial Reports

General Journal, Trial Balance, General Ledger, Profit and Loss, Balance Sheet, and Cash Flow — how to generate and read them.

2 min readRead guide
Part 13

Contacts, Notes & Notifications

Managing customers and suppliers, writing notes, and controlling system notifications.

2 min readRead guide
Part 14

Settings & Configuration

Module toggles, language, integrations, multi-user with permissions, subscription, and data backup.

4 min readRead guide
Part 15

Tips & Troubleshooting

Shortcuts, habits that actually stick, and fixes for the questions support hears most.

3 min readRead guide
Part 16

Glossary

What the terms mean, in the app and across these guides: cashbook, double-entry, haul, cash runway, and more.

3 min readRead guide

Still stuck?

Check the frequently asked questions, or just reach out to us.

Ready to try it?

Create a free account and record your first transaction.