A Beginner’s Guide To Using UPI, Payment, And Savings Apps

Digital payment methods are making it easier than ever to make financial transactions with just a few taps on your phone. One of India’s most popular digital payment methods is the Unified Payments Interface (UPI), which enables users to send and receive money instantly, 24/7. In this beginner’s guide, we’ll explore how to use UPI, payment, and savings apps for financial transactions.

How to Use Payment and Savings Apps?

Many payment and savings apps offer a range of features, such as mobile recharges, bill payments, investment options, Gift cards, and savings accounts. But it would help if you went through our guide first to know how to use these payment and savings apps. Have a look!

Step 1: Select a savings app that lets you get discounts while you make transactions. After that, you can download the payment app from your app store and create an account with your mobile number.

Step 2: Add your bank account to the app by providing your account details ( account number, IFSC code, and bank name.)

Step 3: Select the option for the type of transaction you must make (such as bill payment, online shopping, or mobile recharge).

Step 4: Now, type the amount you are willing to pay. Select your transaction methods (such as UPI or debit/credit card.)

Step 5: Complete the transaction by entering your UPI PIN or OTP (One-Time Password).

Step 6: To use the app’s savings feature, select the option to open a savings account or invest in mutual funds.

Step 7: Follow the instructions provided by the app to complete the process and start saving/investing.

Remember the following pointers for Secure Transactions.

#Tip 1: Only install mobile payment apps from legitimate retailers like the Apple Store and Google Play.

#TIP 2: Check the publisher of any software before downloading. The ‘Top Developer’ label is typically a reliable indicator that the app is secure. Look up “Is (app name) safe?” in Google and read the user reviews.

#TIP 3: Carefully read the app’s request for permissions. Installing a very unfamiliar mobile payment app (such as payrm) is not recommended if you believe it to be excessively demanding. Contact the app’s creator via their Twitter account if you have permission questions.

#TIP 4: Never open a link from an email or text message to go to a website for online banking or shopping.

#TIP 5: Remember to monitor your transactions. Regularly check your payment app and bank account statements for unauthorized transactions.

#TIP 6: When creating an account for net banking or online payment apps, always pick a strong password. Mixed uppercase, lowercase, and special characters should be used.

#TIP 7: Use secured, public Wi-Fi networks only while conducting online banking or shopping. By doing this, an attacker might be able to steal your data.

#TIP 8: Use only established and well-known websites to conduct online business and make utility payments.

Before you go:

Digital payment options such as UPI, payment, and savings apps have revolutionized our financial transactions. With just a few taps on your phone, you can send and receive money instantly, pay bills, earn Gyftr, and even save or invest money.

However, taking the necessary precautions to ensure your transactions are secure is important. By following the tips mentioned in this guide, you can use these apps with confidence and convenience. Embracing digital payment options is convenient and contributes to building a cashless economy, which is the need of the hour.