Support

Need a hand? Here's how to get help and answers to the most common questions.

Connecting your bank

• Add a bank: open Accounts → Add Bank and follow the secure Plaid flow.
• Big banks (Chase, Bank of America, Wells Fargo, Capital One, …): you'll be sent to your bank's own website to log in, then returned to OpenFi automatically. Complete the bank login in the browser tab that opens, then come back to the app.
• A connection stopped working? Open the account, choose Reconnect / Update, and re-authenticate. Your history and categories are preserved.
• Disconnect a bank: open the account and choose Disconnect Bank — this revokes access and removes that bank's data from your Mac.

Transactions & sync

• OpenFi syncs automatically; you can also trigger a manual sync from the Accounts view.
• Missing or duplicate transactions? Run a manual sync first; if it persists, reconnect the bank. Transactions you've reviewed keep their categories.
• Categories: AI assigns a category to each transaction and learns from your corrections — fix one and similar transactions improve over time.

AI features (the Oracle & categorization)

• Bring-your-own-key (BYOK): add your Google Gemini API key in Settings → API Keys, and AI features turn on.
• Subscription: AI works out of the box — no key needed.
• Ask the Oracle plain-English questions like "how much did I spend on groceries last month?"

Your privacy & your data

• Local-first: your financial data lives in a database on your Mac, not on our servers. See the Privacy Policy.
• Encryption: credentials are stored in the macOS Keychain. We strongly recommend enabling FileVault so your database is encrypted at rest.
• Export: export your data to CSV anytime from within the app.
• Delete everything: use Settings → Account → Delete Account & All Data to revoke linked institutions and erase your login, billing customer, server records, Keychain secrets, and local database. If that flow is unavailable, email privacy@tryopenfi.com.

Billing

• One-time (BYOK): a single payment for lifetime access; you supply your own Gemini key.
• Subscription: annual payment with managed AI and bank sync included.
• Manage or cancel: email support@tryopenfi.com to manage or cancel your subscription. If you cancel, you retain access until the end of your current billing period.
• See the Terms of Service for refund details.

Reporting a bug (beta)

• Use TestFlight's built-in feedback (take a screenshot in the app, then "Share Beta Feedback") — it sends us the screenshot plus device + build info.
• Or email support@tryopenfi.com with what you were doing and what happened.
• Bug reports are hugely helpful during the beta — thank you!