FAQs

Click a question to see the answer.

How do I connect my bank or broker?⌄

Go to Connect → select a provider → enter your details and follow the secure OAuth flow.

Which institutions are supported?⌄

We support major Indian banks, brokers, UPI, and wallets. More are added regularly.

Is my data secure and private?⌄

Yes. We use bank‑grade encryption and never resell your data. You control connections and deletion.

How are AI insights generated?⌄

We analyze your categorized transactions and holdings to surface trends, anomalies, and suggestions.

How do I export or delete data?⌄

Visit Settings → Data. You can export a copy or permanently delete your data anytime.

Still have questions? Contact support