Personal Finance Manager — Support

Frequently Asked Questions

How do I add a transaction?

On the Transactions tab, tap the + button at the bottom of the screen. Fill in the amount, select a category, and save. You can switch between expense and income using the toggle at the top of the form.

Can I edit or delete a transaction?

Yes. Each transaction row has edit and delete buttons. After deleting, an undo toast appears briefly in case it was accidental.

How do recurring transactions work?

When adding a transaction, enable the recurring option and choose a frequency (daily, weekly, monthly, or yearly). Balancly will automatically create the transaction on the scheduled dates.

What does the flag icon on expenses do?

Tapping the flag marks an expense as unnecessary. This feeds into the Forecasting tab, which shows how your savings would look if those flagged expenses were eliminated.

What do I get with Premium?

Premium unlocks the forecasting charts, extended chart history (up to 5 years), unlimited custom categories, unlimited category spending limits, monthly recap, and the currency converter.

How do I cancel my subscription?

Subscriptions are managed by the App Store (iOS) or Google Play (Android). Go to your device's subscription settings to cancel. Your premium features remain active until the end of the billing period.

Is my financial data secure?

Yes. Balancly does not connect to any bank accounts. Your data is stored in secure cloud storage tied to your account and is never shared with third parties.

Can I export my data?

Yes. Go to Profile → Export CSV to download your complete transaction history. You can also import data from CSV files.

How do I delete my account?

Go to Profile, scroll to the bottom, and tap "Delete Account." This permanently removes your account and all associated data.

Which languages are supported?

English, Hungarian, German, French, Spanish, and Italian. You can change the language in Settings.