How can we help?
Getting Started
Install, first import, and your first summary in five minutes.
Importing CSVs
Column mapping, duplicate detection, and per-account drag & drop.
Categories
Create, color, group, and keep them in sync across every sheet.
Debt & Assets
Accounts, net worth, payoff plans, and the Cost of Capital.
Premium
What unlocks, how licensing works, and managing your plan.
Privacy & Data
Where your data lives and what permissions we use.
Does this connect to my bank?
No — and that's the point. You export a CSV from your bank and drop it in. There's no bank login, no Plaid, no third party ever touching your credentials.
Where does my data actually live?
Entirely in your own Google Sheet, in your own Google account. There's no server in the middle — your transactions, balances, and amounts never leave your account. (We collect anonymous usage stats to improve the app — never your financial data; see our privacy policy.)
What's the difference between Free and Premium?
Free is awareness — summaries, categories, and the honest cash lines. Premium is the path forward — net worth, debt payoff, Cost of Capital, pathways, and the full dashboard.
Can I cancel and keep my data?
Always. It's your spreadsheet — export your settings anytime and your data stays with you, plan or no plan.