User Manual
iRecord
User Manual
Complete guide to using iRecord — from installation to generating ITR-ready capital gain reports. 8 chapters covering every feature.
8 Chapters
48 Topics
PDF Download
Always Updated
iRecord Manual Quick-Index
8 chapters · 48 topics · always up to date
Get started in 5 minutesInstall, activate & add your first scrip
ITR-ready reportsSTCG, LTCG, XIRR — export to Excel
Auto-import broker data2,800+ supported sources
Quick Start Tips
After installing iRecord, start with Chapter 01 — create your company, set the financial year, and add your first scrip in under 5 minutes.
Use the auto-import feature to pull broker contract notes directly — no manual entry needed. See Chapter 02 for supported broker formats.
Go to Chapter 05 (Capital Gain Reports) before filing ITR. Generate STCG & LTCG summaries and export to Excel in one click.
Download the Full PDF Manual
Print-friendly, searchable PDF — covers all 8 chapters in detail.
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FAQ
Common Questions
Can't find your answer above? Browse these quick answers or contact our support team directly.
Yes. Your data can be easily backed up and restored on any Windows PC. Contact us for multi-user or network setup options.
No. iRecord is a 100% offline desktop application. Internet is only needed for software updates and licence activation.
iRecord supports 2,800+ import sources including all major brokers like Zerodha, Angel One, ICICI Direct, HDFC Securities, and many more.
Go to Reports → Capital Gain Report. Select the financial year and asset type. The report is generated in ITR-ready format and can be exported to Excel or PDF.
The 7-day Free Trial gives full access to all features. After the trial, you need to purchase a licence to continue. All your data is preserved after purchase.
Go to Help → Check for Updates in iRecord, or download the latest installer from our website. AMC holders receive free updates automatically.
Yes. Use our Generic CSV/Excel templates or contact our support team for a customised migration plan at no extra charge.
Absolutely. All data is stored locally on your computer in an encrypted database. Nothing is sent to any server — your data never leaves your machine.