Support
How can we help with FinBuddee?
Browse the common topics below, or filter them to find the answer faster.
9 topics shown
Help categories
Common questions, answered plainly.
SMS permissions
Why FinBuddee asks to read transaction SMS, and how to change your mind.
- Android transaction SMS is one of the supported sources FinBuddee can read to detect transaction details automatically.
- The permission is requested from you and used for supported financial organization features.
- You can withdraw the permission in your Android system settings at any time; detection from SMS then stops.
Email connection
Authorizing transaction emails such as receipts and bank notifications.
- You authorize access explicitly, and FinBuddee reads supported transaction messages to extract relevant details.
- If authorization is revoked, new emails are no longer imported.
- Messages that are not recognized as supported transaction notifications are not turned into transactions.
Statement imports
Uploading bank and credit-card statements manually.
- You can upload supported bank and credit-card statements from your device.
- FinBuddee extracts transaction details from supported layouts.
- If a statement is not parsed as expected, review the imported items before relying on totals.
Data processing and storage
How connected financial sources are handled.
- Supported financial records are sent to FinBuddee's cloud-backed services for processing and account storage.
- Uninstalling the app is not the same as deleting your account or service-held data.
- The reviewed privacy policy will document retention, providers, and deletion before launch.
Managing source access
Controlling which supported sources FinBuddee can read.
- SMS and email access require your authorization.
- You can revoke system or provider permissions to stop future imports from that source.
- Statement imports only occur when you choose and upload a supported file.
Duplicate transactions
When the same payment arrives from two sources.
- An SMS alert and a statement line can describe the same transaction.
- FinBuddee reconciles likely duplicates automatically.
- Matching is automated and may occasionally need your review.
Transfer classification
Keeping moved money out of your spending totals.
- Movements between your own accounts, toward family accounts, or to a credit-card bill are treated as likely transfers.
- Transfers are designed to stay separate from everyday spending.
- Classification is automated, so you can review and correct how a transaction was classified.
Account deletion
Removing your account, local data, and cloud data where applicable.
- Uninstalling the app is not the same as deleting your account.
- Deletion steps and the email request route are documented on the account deletion page.
Privacy and security
What FinBuddee services handle and what you control.
- FinBuddee services process account, authentication, configuration, entitlement, and supported financial information needed to operate the app.
- User-facing financial access is scoped to the authenticated account or authorized family context.
- Permissions for supported data sources are always granted by you.
Contact support
Email us with your question and, if it helps, the Android version you're running. We reply to the address you write from.
support@finbuddee.comNever send us these
FinBuddee support will never ask for credentials. Please do not include any of the following in an email:
- Passwords
- PINs
- CVVs
- One-time passwords
- Authentication tokens
- Full card numbers
- Unredacted financial statements, unless specifically requested through an approved secure process