Adding transactions
Learn how to import statements and review anything that looks different from your bank records.
Import a statement →
Help when you need it
We’re here to help.
Find a quick answer in the Help Centre, or tell us what isn’t working. You don’t need to understand the technical details to ask for help.
Step-by-step help
Prefer to learn by doing?
Follow the Cashflow Pilot tutorials with examples you can check against your own data.
Common questions
Find the right answer faster.
These are the topics people most often need help with.
Balances or duplicates
Find missing entries, check a balance that doesn't match, or fix transactions that appear twice.
Check your balance →Sync and backups
Understand what moves between devices and how to keep a separate backup of your information.
Sync & backup basics →Contact support
Need a hand with something else?
Send us a short note describing what you were trying to do and what happened.
Email
[email protected]
We can help you find the right instructions or investigate unexpected behaviour.
Write to support ↗Useful to include
- What you were trying to do
- What happened instead, including any error message
- Whether you were on iPhone, iPad or the web
- A screenshot, if it doesn’t show sensitive information
Please protect your information. Never email passwords, bank sign-in details, account numbers, tax IDs, or unredacted financial documents. If we need more information, we’ll explain how to share it safely.
Good to know
Answers before you reach out.
Do I have to connect my bank to use Cashflow Pilot?
No. You can import supported statements instead. Optional connections may be available for some institutions and accounts.
Does signing in automatically turn on Cloud Sync?
No. You can use Cashflow Pilot locally. If Cloud Sync is offered for your account, you choose separately whether to enable it in settings.
What should I do before changing devices?
Make a backup first. You can use Backup everything for supported workspace data. Business supporting documents need a separate Documents ZIP. Read the moving-device guide.
Can support restore deleted information?
Recovery depends on what backups and available synced records you have. Keeping your own recent backup is the safest choice.
Prefer to learn by doing?
Follow a short walkthrough for everyday spending, investing or business books.
Learn by doing
Step-by-step help for real tasks
Simple examples, common mistakes and guidance for checking your figures.