FAQ

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 or budgets?

Yes, you can create multiple budgets or track different bank accounts, credit cards, and spending categories within one dashboard.

Is the app linked to my bank account?

No, we currently do not have any direct bank feed features so there are no links to your bank accounts. All data is entered manually or via .csv file import.

Direct bank feeds and automatic allocations will be coming soon.

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.

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.