Support
Write to us at support@balmymoney.com — in English or Ukrainian. We usually reply within two business days.
Never send us your bank password, full card numbers or sign-in codes. We will never ask for them.
Banks
Which banks work with BalmyMoney?
Banks and credit card issuers in Canada that Plaid supports, including the big banks, credit unions and online banks. Connect one in Settings → Banks → Connect a bank.
Why are my latest purchases missing?
Banks send purchases with a delay, and some — CIBC, TD, Tangerine and Simplii among them — update only when you sign in to them again. Pull down on the Overview to update; the app tells you when a bank needs you to sign in. For purchases right away, turn on Instant purchases.
How do I disconnect a bank?
In Settings → Banks, or at my.plaid.com. Purchases already brought in stay with your family.
My bank isn't connected. Can I still add its purchases?
Yes: export a CSV, OFX or QFX file from your bank's website and add it in Settings → Import from a file.
Instant purchases
How do bank alert emails work?
Turn on purchase alerts in your bank, then forward them from Gmail or another mailbox to your own BalmyMoney address: Settings → Instant purchases walks you through it. Each purchase appears in minutes and gives way to the bank's own record when it arrives. We keep only the purchase, never the email.
Family
How do I add my partner or family?
An admin opens the Access tab and adds the person by email, choosing admin, member or viewer, then sends them the invite code. They join with "I have an invite code" when they sign in.
Balmy AI
What does Balmy AI see, and how do I turn it off?
Only the purchases you see in the app, your cards' names and balances, and your question — never your bank sign-in or full card numbers. Turn it off or delete chats in Chat history. More in our Privacy Policy.
Subscription
How do I cancel or get a refund?
On your iPhone: Settings → your name → Subscriptions → BalmyMoney. Refunds are handled by Apple at reportaproblem.apple.com.
Your data
How do I delete my account and data?
In the app: Settings → Account → Delete account. The banks you connected are disconnected. If you are your family's last admin, the whole family and its data are deleted; otherwise your family keeps the purchases already brought in. You can also write to privacy@balmymoney.com.
Found a security problem?
Please write to support@balmymoney.com before sharing it publicly, and we will get back to you quickly.