2026.07.22 — Employee Provident Fund tracking
Track EPF across companies with share, interest, pension, withdrawals, FY summary, and Artha review.
Version 2026.07.22 · Last reviewed 2026-07-22
Summary
- Employee Provident Fund (EPF) is available to track in Invesh — start from Investment Explorer or the sidebar after you add a company account
- Create one company account per employer (multiple companies supported) and switch between All companies and one company
- Record Employee share, Employer share, Interest, Withdrawal, Pension contribution, and Lump sum transactions; see balance trend and an FY-wise summary
- Pension totals are shown separately and are not included in net balance
- Artha can help create an EPF company account and review one or many proposed transactions before you approve
Who it affects
- Anyone who holds EPF and wants it in the same wealth picture as bank accounts, stocks, mutual funds, fixed deposits, and Public Provident Fund
- Users who import or review EPF changes through Artha
Action required
None required. To start tracking: open Add Investment, choose Employee Provident Fund, complete company setup, then add your first transaction (or skip and add later from the dashboard).