How can we help?
Find answers to your questions and get started on your journey to financial freedom.
About The App
On which devices can I access my budget?
You can access your budget from any device—desktop, tablet, or mobile.
Since it’s a web-based app, there’s no need to install anything, and it works seamlessly in all modern browsers. For the best experience we recommend setting up on a desktop computer or iPad and using your mobile phone on-the-go.
Can I track multiple accounts?
Yes, you can track multiple bank accounts and credit cards within one dashboard.
Is the app linked to my bank account?
Not directly — we never connect to your bank ourselves. The connection is made by a regulated open banking provider, Plaid in the US, Canada and the UK and Basiq in Australia, which you authorise with your own bank.
That connection is read-only. It sends us your transactions and balances so they import automatically every day and are categorised as they arrive. It cannot move money, and your bank login is never shared with us.
Bank feeds are available for the US, Canada and the UK, with Australia coming soon. If your bank isn't supported yet, you can still add transactions manually or import them from a .csv file.
Why not just use a spreadsheet?
Spreadsheets are great, but they have their limitations!
Most spreadsheets are prone to formula errors, are not accessible on every device, do not have automations and have limited graphics. With a web-based app you can access your budget anywhere and not worry about mistakes in your formulas!
Getting Setup
How long does it take to setup?
You can get your first budget setup in under 10 minutes!
Everyone has a different financial situation so we recommend spending time upfront setting up your profile correctly. After your initial setup you can update your finances in just a few minutes every month.
What if I need help getting started?
We’ve got you covered! You can access a step-by-step setup video from the app or our website.
Privacy & Security
Is my financial data secure?
Absolutely. We use enterprise-level encryption and secure cloud storage to keep your information safe. For details on security please see the Security page.
Do you store my bank login details?
No. You enter your bank login on your bank's own authorisation screen, handled by our open banking provider — it is never entered into our app, and we never see or store it. We receive only read-only transaction and balance data.
Can I share my account with others?
No, this is strictly against our Terms of Service. You are solely responsible for maintaining the confidentiality of your Login Credentials and for all activities conducted through your account.
Do you sell or share my data?
Never.
Your data is private and will never be sold or shared with third parties. Please see the Terms of Service for more details.
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