Quick answers to common questions. For anything else, get in touch below.
In the app, go to Settings → Import CSV, and upload the file you exported from your bank's internet banking. ANZ, ASB, BNZ and Westpac formats are recognised automatically; other banks use a generic importer that expects a date, description and amount column.
Settings → Auto-categorisation rules lets you add a keyword (e.g. a merchant name) mapped to a category. Matching transactions are categorised automatically on every future import. You can also add a rule directly from an uncategorised transaction.
Pro accounts can invite another person (e.g. a partner) to share the same household's data from Settings → Account.
Settings → Export to CSV downloads your transactions as a CSV file at any time.
Settings → Account → Delete account permanently removes your account and its data. This can't be undone.
Still stuck? Email mattrogerson77@gmail.com.