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Banks, credit cards, and refresh

Use Settings → Bank to connect supported banks and credit cards through Plaid and review existing connections. Institution availability and the accounts a provider can share vary. A bank may ask you to authorize access again.

Balances and transactions update when you open the app, at most once every 3 hours per bank, and every night. Check the displayed account update time and any connection message. Balances can lag your institution; verify time-sensitive balances directly with your bank. If a connection needs attention, review it in Settings and contact support if the problem continues.

Understanding cashflow estimates

The 1-month and 3-month cash outlook uses available balances, transaction history, and any planned events you enter. It is an estimate, not a guaranteed future balance. Missing data or changes in income and spending can change the result. Available credit is borrowing capacity and is shown separately from cash.

Gmail matching is optional

You can use Finance without connecting Gmail. If you choose Settings → Email Matching, read-only Gmail access helps match transaction-related emails to financial records. To remove that access, revoke Hapibit's access in your Google Account connections. See the Privacy Policy for details.

Account and data deletion

Use Settings → Delete account to request deletion of your shared Hapibit account and associated personal data. The request also affects other Hapibit services using that account. The team reviews the request and communicates the expected completion date and outcome to your registered email; submitting is not immediate deletion.

Account deletion details and request

If you cannot sign in or want only particular Finance data removed, the deletion page explains how to contact us without reinstalling the app.