Question 1

How quickly will I get a response?

Accepted Answer

We typically respond within 24 hours on business days. For urgent billing issues, please include your account email so we can look into it right away.

Question 2

How do I connect my bank account?

Accepted Answer

After signing up for a Pro plan, go to Settings and click "Add Bank Connection." We use Plaid to securely link your accounts and automatically import transactions.

Question 3

Can I change or cancel my subscription?

Accepted Answer

Yes! You can manage your subscription from your Dashboard under Settings > Billing. You can upgrade, downgrade, or cancel at any time.

Question 4

Is my financial data secure?

Accepted Answer

Absolutely. We use bank-level encryption, connect to banks through Plaid (trusted by thousands of financial apps), and never store your banking credentials. Visit our Security page for more details.

Question 5

Do you offer a free plan?

Accepted Answer

Yes! Our free plan includes manual transaction entry, Profit & Loss reports, and single business tracking. Upgrade to Pro for automatic bank sync, receipt storage, and more.

Get in Touch

Frequently Asked Questions

Get in Touch

Frequently Asked Questions