Need a hand? We read every message.
WealthOSX is built by a small team, so when you write in, a real person reads it. Check the common questions below — or reach out directly.
What do you need help with?
Getting started
Creating your account, adding income and accounts, and giving every dollar its first job.
Your data & privacy
How your information is stored, what the AI coach can see, and how to export or delete everything.
Billing & subscription
How the free trial works, what happens after it ends, and how to manage or cancel your plan.
Troubleshooting
Imports that didn't line up, a balance that looks off, or the app not behaving — start here.
Answers to the things people ask most.
Does WealthOSX connect to my bank?
No — and that's on purpose. WealthOSX has no bank connection and doesn't use aggregators like Plaid. You add accounts and transactions yourself, either by entering them or importing a CSV file exported from your bank. Your banking credentials never touch the app.
How do I import transactions?
Export a CSV of your transactions from your bank's website, then open Transactions in WealthOSX and choose import. The app sorts them into your categories automatically and shows you a preview — nothing saves until you confirm it.
How does the free trial work?
You get 30 days free to use everything. If you don't want to continue, cancel before the trial ends and you won't be charged. After the trial, WealthOSX is $9.99/month or $69.99/year. Your subscription is managed through your App Store account.
How do I export or delete my data?
Both live inside the app. You can export the information you've entered at any time, and you can delete your account and its associated data from your profile settings. If you cancel, your data leaves with you — we're not holding it hostage.
What does the AI coach actually see?
Only the financial context needed to answer your question — things like your budget, debts, and cash flow — plus what you type. Those queries are used to generate your answer and aren't used to train AI models. You can read the full detail on the privacy page.
Is my data encrypted?
Yes. Your information is encrypted in transit (TLS) and at rest, and it's stored in a private account visible only to you when you're signed in. We also design the app to hold as little as it needs in the first place.
How do I cancel my subscription?
Because billing runs through Apple, you cancel from your App Store subscription settings on your device: open Settings, tap your name, then Subscriptions, and select WealthOSX. Your access continues until the end of the period you've paid for.
Something looks wrong — can you help?
Absolutely. Email support@wealthosx.app with a short description of what you're seeing (a screenshot helps a lot), and we'll get back to you, usually within a business day.
We're one email away.
Didn't find your answer? Write in and a real person will help you sort it out.