Frequently Asked Questions

General Questions

What is Cashvelope?

Cashvelope is a personal finance management app that helps you track expenses, create budgets, and reach your financial goals. It uses the envelope budgeting method in a digital format to give you better control over your spending.

Is Cashvelope free to use?

Cashvelope offers both free and premium versions:

• Free Version: Includes basic expense tracking, budgeting, and limited envelopes
• Premium Version: Includes advanced features like unlimited envelopes, detailed analytics, bank synchronization, and premium support

Which devices can I use Cashvelope on?

Cashvelope is available on:

• iOS devices (iPhone and iPad)
• Android devices (phones and tablets)
• Web application (coming soon)

Do I need an internet connection to use Cashvelope?

Most basic features work offline, including expense tracking and viewing your budgets. However, you'll need an internet connection to sync your data across devices, connect to bank accounts, and access certain advanced features.

Is my data secure with Cashvelope?

Yes, we take security seriously:

• All data is encrypted both in transit and at rest
• We use industry-standard security protocols
• Your bank credentials are never stored on our servers when you connect accounts
• We offer biometric authentication options (fingerprint/face recognition)
• We never sell your personal financial data

Can I export my data from Cashvelope?

Yes, you can export your financial data in several formats:

• CSV (for spreadsheet programs)
• PDF (for reports and summaries)
• JSON (for developers or data migration)

To export your data, go to Settings > Data Management > Export Data.

How do I contact Cashvelope support?

You can reach our support team through:

• In-app support chat
• Email: support@cashvelope.com
• Help Center: help.cashvelope.com
• Social media: @cashvelope on Twitter/X and Instagram

Premium users receive priority support with faster response times.

Account Management

How do I create a Cashvelope account?

1. Download the app from the App Store or Google Play
2. Open the app and tap "Sign Up"
3. Enter your email address
4. Create a secure password
5. Verify your email address
6. Complete your profile information

Can I use Cashvelope without creating an account?

No, an account is required to use Cashvelope. This ensures your data can be securely backed up and synchronized across devices.

How do I reset my password?

1. On the login screen, tap "Forgot Password"
2. Enter the email address associated with your account
3. Check your email for a password reset link
4. Follow the instructions in the email to create a new password

Can I change my email address?

Yes, to change your email address:

1. Go to Settings > Account
2. Tap "Email Address"
3. Enter your new email address
4. Verify the new email address via the link sent to it

How do I delete my account?

To delete your account and all associated data:

1. Go to Settings > Account
2. Scroll to the bottom and tap "Delete Account"
3. Follow the confirmation steps
4. Enter your password to confirm deletion

Please note that account deletion is permanent and cannot be undone.

Troubleshooting

The app is crashing. What should I do?

Try these steps:

1. Force close the app and reopen it
2. Restart your device
3. Check for app updates
4. If problems persist, clear the app cache (Android) or reinstall the app
5. Contact support if issues continue

My transactions aren't syncing between devices

Ensure that:

1. You're signed in with the same account on all devices
2. All devices have an internet connection
3. You've allowed the app to run in the background
4. You have the latest version of the app installed

If problems persist, try signing out and back in on all devices.

Why can't I connect my bank account?

Bank connection issues can occur for several reasons:

1. Temporary technical issues with the bank or our sync provider
2. Incorrect login credentials
3. Additional security verification required by your bank
4. Your bank may not be supported yet

Try again later or contact support for assistance.

How do I report a bug?

To report a bug:

1. Go to Settings > Help & Support
2. Tap "Report a Bug"
3. Describe the issue in detail
4. Include screenshots if possible
5. Submit the report

Our team will investigate and respond as soon as possible.

Next Steps

If you have more specific questions, please check our other FAQ sections or contact our support team.