Frequently Asked Questions

General Questions

Account Setup and Management

How do I create a WhatsCash AI account?

What information do I need to get started?

How do I verify my account?

Can I change my email address?

How do I update my profile information?

Is my personal information secure?

Subscription and Billing

What subscription plans are available?

How much does WhatsCash AI cost?

What’s the difference between Free and Pro plans?

How do I upgrade to Pro?

Can I cancel my subscription anytime?

Do you offer refunds?

How do I update my payment method?

When will I be charged?

What currencies do you accept?

Features and Functionality

What features are included in the Free plan?

What additional features do I get with Pro?

How does the AI transaction categorization work?

Can I export my financial data?

How many bank accounts can I connect?

Does WhatsCash AI support multiple currencies?

Technical Questions

Platform Compatibility

What devices can I use WhatsCash AI on?

Is there a mobile app available?

Which browsers are supported?

Do you have an API?

Can I use WhatsCash AI offline?

Data and Security

How is my financial data protected?

Where is my data stored?

Do you share my data with third parties?

How do I delete my account and data?

What happens to my data if I cancel?

Is WhatsCash AI GDPR compliant?

Account Access

I forgot my password, how do I reset it?

Why can’t I log in to my account?

How do I enable two-factor authentication?

My account is locked, what should I do?

Can I have multiple accounts?

WhatsApp Integration

Setup and Configuration

How do I connect my WhatsApp to WhatsCash AI?

What WhatsApp commands are available?

Why isn’t the WhatsApp bot responding?

Can I use WhatsApp with multiple phone numbers?

How do I disconnect WhatsApp from my account?

Usage and Features

How do I add transactions via WhatsApp?

Can I check my balance through WhatsApp?

How do I get recent transactions via WhatsApp?

What file types can I send through WhatsApp?

How does receipt processing work via WhatsApp?

Privacy and Security

Is my WhatsApp data secure?

What information is stored from WhatsApp?

Can others see my financial information?

How do I report WhatsApp security issues?

Bank Accounts and Transactions

Account Management

How do I add a bank account?

What types of accounts can I add?

How do I edit account information?

Can I delete a bank account?

How do I set up multi-currency accounts?

Transaction Recording

How do I manually add transactions?

Can I edit or delete transactions?

How does automatic categorization work?

How do I create custom categories?

Can I bulk import transactions?

How do I handle recurring transactions?

Data Accuracy

Why are my balances not matching my bank?

How do I reconcile my accounts?

What if I made a mistake in a transaction?

How do I handle duplicate transactions?

Projects and Budgeting

Project Management

How do I create a financial project?

What can I track with projects?

How do I set project budgets?

Can I assign transactions to projects?

How do I view project analytics?

Budget Tracking

How do budget alerts work?

Can I set spending limits?

How do I track project expenses?

What reports are available for projects?

Reports and Analytics

Financial Reports

What reports can I generate?

How do I export my data?

Can I customize report date ranges?

What formats are available for export?

How do I share reports?

Analytics and Insights

How does spending analysis work?

What insights does AI provide?

Can I track spending trends?

How do I compare different time periods?

Troubleshooting

Common Issues

The app is running slowly, what should I do?

Why aren’t my transactions syncing?

I’m getting error messages, how do I fix them?

The WhatsApp bot stopped working, why?

My subscription didn’t activate, what’s wrong?

Browser and Device Issues

Why isn’t the website loading properly?

The mobile app is crashing, how do I fix it?

I’m having issues with notifications

The interface looks broken, what should I do?

Data Issues

My transactions are missing, where did they go?

Categories aren’t working correctly

Exchange rates seem wrong

My balance calculations are off

Billing and Payments

Payment Issues

Why was my payment declined?

How do I update my credit card?

Can I pay with PayPal or other methods?

What should I do if I’m charged incorrectly?

How do I get a receipt for my payment?

Subscription Management

How do I change my subscription plan?

What happens when I downgrade?

Can I pause my subscription?

How do I reactivate a cancelled subscription?

What’s the difference between monthly and yearly billing?

Refunds and Credits

What is your refund policy?

How do I request a refund?

How long do refunds take to process?

Can I get a partial refund?

What if I was charged twice?

Getting Help

Support Options

What support channels are available?

How quickly will I get a response?

What information should I include in my support request?

Can I get help in my native language?

Is phone support available?

Self-Help Resources

Where can I find user guides?

Are there video tutorials available?

How do I access the knowledge base?

Is there a community forum?

What training resources are available?

Advanced Features

API and Integrations

Do you offer an API?

Can I integrate with accounting software?

What third-party tools are supported?

How do I set up automated data sync?

Are there webhook capabilities?

Customization

Can I customize categories and tags?

How do I set up custom reports?

Can I modify the dashboard layout?

Are there theme options available?

How do I configure notifications?

Data Management

Import and Export

How do I import existing financial data?

What file formats are supported for import?

How do I export all my data?

Can I schedule automatic exports?

How do I backup my data?

Data Retention

How long do you keep my data?

What happens to deleted data?

Can I recover deleted transactions?

How do I permanently delete my account?

What’s your data retention policy?