Question 1

How do I connect my bank account?

Accepted Answer

Go to Accounts in the sidebar and click 'Connect Account'. We support Plaid for most US banks. Follow the on-screen prompts to authenticate with your institution.

Question 2

Why can't I see my transactions after linking?

Accepted Answer

Transactions typically sync within a few minutes of connecting your account. If they haven't appeared after 10 minutes, try refreshing the page. If the problem persists, disconnect and reconnect the account from the Accounts page.

Question 3

How do I upgrade or change my subscription?

Accepted Answer

Go to Settings → Billing to view your current plan and make changes. Plan upgrades take effect immediately; downgrades apply at the end of your billing cycle.

Question 4

Is my financial data secure?

Accepted Answer

Yes. All sensitive data is encrypted with AES-256-GCM. We use HTTPS for all communications, never store your bank credentials, and our platform undergoes regular security reviews.

Question 5

How does the AI financial advisor work?

Accepted Answer

The AI assistant uses OpenAI GPT to answer questions about your portfolio, budget, and goals based on your data. It does not make trades or move money — it provides analysis and suggestions only.

Question 6

Can I export my data?

Accepted Answer

Yes. Open Billing from the sidebar and, under Account Management, click Export My Data. A JSON file downloads right away with your profile, linked and manually entered accounts, assets, debts and income (account numbers show only the last 4 digits), transactions, holdings, budgets, goals, family members from Facts, a list of your uploaded documents (names and details, not the files themselves), your terms and disclaimer acceptances, and your activity and AI usage history. Bank connection tokens, passwords and security codes are never included, and the export only contains your own records.

Question 7

How do I add a household member?

Accepted Answer

Go to Settings and look for the Household section. You can invite members by email. They will receive an invitation link to create their own login.

Question 8

What should I do if I notice an incorrect transaction?

Accepted Answer

Open the transaction in the Transactions page and use the Edit option to correct the category, amount, or description. Changes are saved locally and do not affect your bank.

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