Question 1

How do I get started?

Accepted Answer

Create a free account, then answer three short setup questions about your income, regular costs and main goal. BudgetPilot builds a recommended monthly budget you can edit before heading to your dashboard.

Question 2

Can I try it without entering my real numbers?

Accepted Answer

Yes. On the last setup step choose 'Start with demo data' and BudgetPilot fills your account with realistic sample transactions so you can explore every screen. You can delete all data later from Settings.

Question 3

How does the AI category suggestion work?

Accepted Answer

When you add a transaction and type the merchant name, BudgetPilot suggests the most likely category. You can accept it or pick a different one — nothing is saved until you confirm.

Question 4

What is included in the free plan?

Accepted Answer

Monthly budgets, unlimited transactions, up to 3 goals and basic insights. Pro ($9.99/month) adds the AI advisor chat, budget optimisation, monthly AI reviews and unlimited goals. Premium ($19.99/month) adds cash-flow forecasting, merchant-level analytics, category trend breakdowns and priority support.

Question 5

How do I upgrade, change or cancel my plan?

Accepted Answer

Open the plans page from the sidebar or Settings and choose Pro or Premium. Payment is handled by our payment provider, and your plan unlocks automatically once the payment is confirmed. To cancel, email us and we'll take care of it right away.

Question 6

Is my financial data private?

Accepted Answer

Yes. Your data is tied to your account and only you can read or change it. We never sell your data, and you can export everything as a CSV or delete it entirely from Settings at any time.

Question 7

Can I export my transactions?

Accepted Answer

Yes — Settings has an 'Export transactions as CSV' button that downloads everything in your account.

Question 8

I can't sign in — what should I do?

Accepted Answer

Use 'Forgot password' on the sign-in page to get a reset link by email, or sign in with Google. If the email doesn't arrive within a few minutes, check your spam folder, then contact us.

Question 9

Does BudgetPilot give financial advice?

Accepted Answer

BudgetPilot provides educational financial guidance and does not provide personalized investment, tax, or legal advice.

Help & FAQ