A little help goes a long way

Let’s get you
back on track.

Answers for the everyday questions. A way to reach us for everything else.

Contact MoneyOak

Include your app version, iOS version and a description of the issue. Leave out passwords, verification codes and unrelated financial details.

Sign-in & sync

Do I need to sign in every time?

No. Your session is remembered after sign-in. You may need to sign in again after signing out, changing accounts or when authentication expires.

How do I reset my password?

Choose Reset password on the sign-in screen, enter your email and use the verification code in the reset email. If it does not arrive, check spam and request another code. Apple and Google account passwords are managed by those providers.

How does automatic sync work?

Daily sync is enabled by default. In Settings you can disable it, choose daily, weekly or monthly, or press Sync now. iOS schedules background work; missed syncs can catch up when you open MoneyOak.

Why did my changes conflict?

Two devices may have edited the same record. Keep a backup and review the device/cloud choices before choosing which version to keep. If syncing fails, your local records are kept.

Premium & billing

What does Premium include?

Premium unlocks Overview and trends, recurring transactions and full 1Money migration. It removes the Free-plan limits of 3 active accounts, 10 active categories/subcategories combined and 10 transactions per date. Archived items can be restored within your current plan’s limits.

How do I restore a purchase?

Sign in with the same MoneyOak login used for the purchase, open the Premium page and choose Restore purchases. Use the Apple Account associated with that subscription.

How do I cancel or request a refund?

Open iPhone Settings → your name → Subscriptions → MoneyOak to cancel renewal. Apple’s cancellation instructions. For a refund request, visit Apple’s Report a Problem page. Deleting the app or your account does not cancel billing.

What happens when Premium expires?

Your existing history is retained. You can edit or remove existing records; creating additional records or restoring archived items is limited by Free. Premium-only actions, including activating recurring schedules, require an active subscription.

Backups & imports

Will restoring a backup replace my data?

Yes. Restoration overwrites the current dataset after a warning and confirmation. Export your current data first if you want to keep it.

Do backups need a password?

A password is optional. Choosing one encrypts the backup. A backup without a password and a CSV export can be read by anyone who has the file. A lost encryption password cannot be recovered by MoneyOak.

Can I import my 1Money backup?

MoneyOak can preview supported native 1Money backup files. Full migration requires Premium. Review the preview, currency mappings and any conversion assumptions before replacing your current data. Unsupported or damaged files are rejected.

Your data

How do I delete my account?

Open Settings → Account → Delete my account. Confirm permanent deletion and verify your identity. Read the full deletion steps and what is removed.

Are receipt scans uploaded for recognition?

Native iPhone receipt text recognition runs on your device. When you synchronize your budget, receipt images and any saved recognized text are included in your private cloud data.

Where can I read your privacy policy?