FAQ | selfinance.pro

FAQ

Frequently asked questions

Everything about tracking your money with Selfinance — the product, plans, and how your data is protected. Can’t find what you need? Start a free trial and see for yourself.

Getting started

What Selfinance is and how to set it up.

Tracking & features

Net worth, assets, budgeting, and the tools that keep them current.

Plans & billing

Pricing, trials, and managing your subscription.

Security & privacy

How your financial data is protected and who can access it.

Get started

Your complete financial picture, finally in one place

Join thousands who replaced their spreadsheet juggle and four-app routine with a single, automated view of their net worth, budget, and investments.

3-day free trial · No credit card · Cancel anytime

Frequently asked questions

Getting started

What is Selfinance?

I use four different apps to track my money — can Selfinance replace all of them?

How do I get started with Selfinance?

Is there a mobile app?

I already track things in a spreadsheet — can I move over easily?

Tracking & features

How does Selfinance calculate my net worth?

How do I add assets like crypto, stocks, and bonds?

Can I track liabilities like mortgages or debts?

Can I track my investments and asset growth?

How many months of expenses does my emergency fund actually cover right now?

My spending doesn’t fit standard categories. Can I create my own?

I hate manually entering expenses — is there a faster way?

Will the AI tell me what to do, or just show me charts?

I earn in EUR, save in PLN, and invest in USD. Can Selfinance handle that?

Should I overpay my mortgage or invest that money instead?

Can I set a savings goal and see when I’ll actually reach it?

Can I manually add transactions?

What if I notice incorrect transaction data?

How often does the dashboard update — will I always see my real picture?

Can I track more than one portfolio, or my whole household?

Plans & billing

What’s the difference between Base and Pro?

How much does Selfinance cost? Is there a free tier?

Is there a free trial?

Can I cancel my subscription at any time?

What payment methods do you accept?

Do you offer refunds?

Security & privacy

Is my financial data secure with Selfinance?

Is Open Banking read-only — can Selfinance move my money?

Does Selfinance sell my data to third parties?

What happens if I lose access to the Google account I sign in with?

Can I export or delete my data?

Which banks does Open Banking support?

Your complete financial picture, finally in one place

Frequently asked questions

Getting started

What is Selfinance?

I use four different apps to track my money — can Selfinance replace all of them?

How do I get started with Selfinance?

Is there a mobile app?

I already track things in a spreadsheet — can I move over easily?

Tracking & features

How does Selfinance calculate my net worth?

How do I add assets like crypto, stocks, and bonds?

Can I track liabilities like mortgages or debts?

Can I track my investments and asset growth?

How many months of expenses does my emergency fund actually cover right now?

My spending doesn’t fit standard categories. Can I create my own?

I hate manually entering expenses — is there a faster way?

Will the AI tell me what to do, or just show me charts?

I earn in EUR, save in PLN, and invest in USD. Can Selfinance handle that?

Should I overpay my mortgage or invest that money instead?

Can I set a savings goal and see when I’ll actually reach it?

Can I manually add transactions?

What if I notice incorrect transaction data?

How often does the dashboard update — will I always see my real picture?

Can I track more than one portfolio, or my whole household?

Plans & billing

What’s the difference between Base and Pro?

How much does Selfinance cost? Is there a free tier?

Is there a free trial?

Can I cancel my subscription at any time?

What payment methods do you accept?

Do you offer refunds?

Security & privacy

Is my financial data secure with Selfinance?

Is Open Banking read-only — can Selfinance move my money?

Does Selfinance sell my data to third parties?

What happens if I lose access to the Google account I sign in with?

Can I export or delete my data?

Which banks does Open Banking support?

Your complete financial picture, finally in one place