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Help & Support

Find answers to common questions or reach out to our support team

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See how money maps work

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Create Money Map

Start building your allocation

Frequently Asked Questions

How do I create a money map?+

Click the 'Create' button in the navigation or visit /create to start building your custom money allocation.

What's the difference between Bills, Goals, and Spend?+

Bills are your fixed expenses (rent, utilities), Goals are savings targets (emergency fund, vacation), and Spend is discretionary money for everyday purchases.

How do I upgrade my plan?+

Visit the Pricing page or go to Account Settings to upgrade to Pro or Family plans for unlimited allocations and advanced features.

Can I export my money maps?+

Pro and Family plan users can export their money maps as PDF or images. Upgrade to unlock this feature.

How do I track my progress?+

Use the Goals page to set savings targets and track your progress over time with visual indicators and completion percentages.

Is my financial data secure?+

Yes! We use bank-level encryption and never store sensitive banking credentials. Your data is protected with industry-standard security.

How does the AI Assistant work?+

Our AI Assistant analyzes your spending patterns, accounts, and goals to provide personalized financial insights and recommendations. Just ask a question in the AI tab of your dashboard!

What budgeting methods are available?+

We support multiple methods including Zero-Based budgeting (allocate every dollar), 50/30/20 rule, 70/20/10 method, Pay Yourself First, and the Envelope System. Choose what works best for you!

Still need help?

Our support team is here to assist you

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