How can we help?
Short answers to what people ask most. Can’t find yours? A person replies to every email.
Getting started
Creating an account, signing in, resetting your password and locking the app.
- How do I create an account or sign in?
- I created an account with my email. Why can’t I sign in yet?
- How do I reset my password?
Bank connections and syncing
Connecting a bank, how often accounts refresh, reconnecting, and what to do when a bank stops syncing.
- How do I connect my bank?
- How much history comes in?
- How often do my accounts update?
Manual accounts and importing
Cash, homes and cars, importing a CSV from Mint or another app, and moving history to a new card.
- Can I track accounts that don’t connect?
- How do I import a CSV?
- I got a replacement card. How do I keep the old history?
Switching from another app
Bringing your history from Monarch, Copilot, YNAB or Rocket Money: exporting the CSV, importing it, and what Pennyjay does with accounts, categories and duplicates.
- How does switching work?
- Will I get duplicates of transactions my bank already synced?
- Switching from Monarch
Subscription and billing
The 14-day free trial, prices, canceling and restoring purchases.
- How much does Pennyjay cost?
- What happens when the trial ends?
- How do I cancel?
Sharing with a partner
Inviting a partner, private accounts, the Mine and Household views, and leaving a household.
- How do I invite my partner?
- Can I keep an account private?
- What are the Household, Mine and partner views?
Alerts and notifications
What Jay watches for, quiet hours, acting from a notification, and hiding amounts.
- What does Pennyjay alert me about?
- Will Pennyjay wake me up at night?
- What do the notification buttons do?
Your data and privacy
Exporting your data, deleting your account, and using Pennyjay offline.
- How do I export my data?
- How do I delete my account?
- Does Pennyjay work offline?
Still stuck?
- A bank isn’t syncing? In the app: More → Accounts → “Report a sync problem”. It sends us what we need to look into it.
- Anything else? Email hello@pennyjay.com. A person replies within one business day.
- Is it just me? See live status for sign-in, syncing and alerts.