Account Linking Issues
Problems connecting your bank or investment accounts via Plaid.
How Can We Help You Today?
Find answers to common questions about linking accounts, tracking expenses, investment advice, and more.
Troubleshooting Categories
Expense Tracking
Trouble with transactions, categorization, or missing data.
Savings & Forecasting
Questions about savings goals, forecasts, or budget alerts.
AI Investment Advice
Concerns or questions about AI-driven recommendations.
Security & Privacy
Information on data security, privacy, and account protection.
Technical Problems
App performance, error messages, or general bugs.
Frequently Asked Questions
My bank account isn't linking. What should I do?
How often is my financial data updated?
Can I manually add or edit transactions?
How does the AI investment advice work?
Is my financial data secure?
Still Need Help?
If you can't find an answer to your question, our support team is ready to assist you.
Contact Support