Question 1

How do I set up my Gemini API key?

Accepted Answer

The Gemini API key powers Cashy's AI features — voice transaction input, receipt scanning, and smart auto-categorization. The key is free from Google AI Studio. Step 1 — Get your free key 1. Open aistudio.google.com/apikey in any browser. 2. Sign in with your Google account. 3. Tap Create API Key and copy the value (it begins with AIza…). Step 2 — Add it during onboarding 1. On the AI Setup screen, tap Get your free key — Cashy opens AI Studio in an in-app browser. 2. Copy the key from AI Studio. 3. Switch back to Cashy — the key is detected from your clipboard automatically and pre-filled. 4. Tap Continue. Step 3 — Add or change it later 1. Open the Settings tab. 2. Tap Smart Automations. 3. Tap Get your free key if you need a new one (opens AI Studio in-app). 4. Paste your key into the Gemini API Key field — tap Show to verify it before saving. 5. Tap Save (or Clear to remove the key entirely). Tip: You can use Cashy fully without a key — manual entry, budgets, goals, and reports all work offline. The key is only needed for AI features (voice, receipt scan, smart auto-categorization). The free Gemini tier allows ~1,500 requests/day — more than enough for personal finance use.

Question 2

How do I set or change my default currency?

Accepted Answer

Your default (base) currency is the currency in which Cashy reports your net worth, totals, budgets, and goals. Accounts in foreign currencies are converted to this currency for summaries. During onboarding 1. After the AI setup step, the Currency Setup screen appears. 2. Search for your currency (e.g. USD, EGP, AED). 3. Tap to select it, then tap Continue. Change the base currency later 1. Open Settings. 2. Tap Base Currency. 3. Search and pick the new currency. 4. Confirm — Cashy re-converts all summaries to the new currency. Add an account in a different currency 1. Go to Wallet → Add Account. 2. Change the Currency field while creating the account. 3. Cashy keeps the account in its native currency and only converts it for net worth and reports. View live exchange rates 1. Open Settings → Exchange Rate. 2. Search any currency to see its rate against your base currency. Tip: Pick the currency you think in day to day — usually the one your salary lands in. Free users can use up to 2 currencies; Premium unlocks unlimited multi-currency tracking.

Question 3

How do I change the app language?

Accepted Answer

Cashy supports English and Arabic, including a full right-to-left layout for Arabic. Language is controlled by your device, not by an in-app picker. 1. Open Settings → Preferences → Language. 2. Tap the row — on iOS this opens Cashy's page in the Settings app, where you can pick a Preferred Language just for Cashy. On Android it opens the system Settings. 3. Pick English or العربية (Arabic). 4. Cashy automatically restarts (on iOS) and applies the new language and RTL direction. Tip: Cashy uses language-aware fonts. Arabic text is rendered with a font tuned for Arabic letterforms, while English uses a separate font stack — no extra setup needed.

Question 4

How do I change the theme and fonts?

Accepted Answer

Cashy splits visual customization into three settings, all under Settings → Preferences. Change Light / Dark mode 1. Open the Settings tab. 2. Scroll to Preferences. 3. On the Theme row, tap the sun for Light or the moon for Dark. The change is instant. Change the Color Theme (the accent color and gradients used across the app) 1. Settings → Preferences → Color Theme. 2. Pick a theme from the list — you'll see two swatch dots beside each option. 3. Tap to apply. Note: Some color themes are marked Pro and require Premium. Change the Theme Font (overrides the default font pairing) 1. Settings → Preferences → Theme Font. 2. Pick a font theme, or leave it as Use theme font to follow the active color theme's default. 3. Tap to apply — fonts are swapped instantly across the app. Tip: If you switch language between English and Arabic, Cashy automatically swaps to a font tuned for the new script — no extra setup needed.

Question 5

How do I add a transaction?

Accepted Answer

1. Tap the + button in the bottom action bar (the centered black button). 2. Pick a type at the top: Expense, Income, or Transfer. 3. Fill in the basics: - Title — what the transaction is for. - Amount — the value. - Account — pick from the account chips. - Category — tap to pick from the category sheet. - Date & time — defaults to now; tap to change. 4. (Optional) Add notes, tags, attach an image of the receipt, or pick a mood. 5. (Optional) In the Toggles section, enable any of: - Recurring — repeat on a schedule, with the option to also create a subscription. - Lent to Someone / Borrowed from Someone. - Balance Correction — adjust an account without affecting reports. 6. Tap Add Transaction. Tip: Long-press the + button to open Quick Add — a faster sheet for one-tap expense entry. Tip: If Cashy spots a likely duplicate (similar title, account, amount, and time), it shows a confirmation alert before saving — tap Add anyway to keep it, or Cancel to skip.

Question 6

How do I record a transfer between accounts?

Accepted Answer

A transfer moves money between your own accounts. It does not count as income or expense and is excluded from spending reports. 1. Tap + and choose Transfer. 2. Enter the amount. 3. Pick the source account (where money leaves). 4. Pick the destination account (where money arrives). 5. Set a date and tap Add Transaction. Tip: Use a transfer to record paying off a credit card — pick your bank as the source and the credit card as the destination.

Question 7

How do I track money I lent or borrowed?

Accepted Answer

Cashy treats lent and borrowed as flags on a transaction. The key thing to remember is the direction of money: - Lent — you gave money to someone, so it's an Expense that left your account. - Borrowed — someone gave money to you, so it's an Income that landed in your account. The toggles only show up on the matching transaction type, so you can't accidentally save a borrowed expense or a lent income. Money you lent (you gave money to someone) 1. Tap + → Expense. 2. Enter the title (e.g. Lent to Ahmed), amount, and the account the money came out of. 3. Scroll to Toggles and enable Lent to Someone. 4. Enter the person's name — this is required (Cashy uses it to track who owes you what). 5. Tap Add Transaction. Money you borrowed (someone gave you money) 1. Tap + → Income. 2. Enter the title (e.g. Borrowed from Sara), amount, and the account the money landed in. 3. Scroll to Toggles and enable Borrowed from Someone. 4. Enter the person's name — required. 5. Tap Add Transaction. Note: Lent and Borrowed are mutually exclusive — enabling one automatically disables the other. Where to view them - The Loans widget on the home screen shows total lent vs. total borrowed and outstanding balances per person. - In the Transactions tab, open the filter and pick Lent or Borrowed to see only those entries.

Question 8

How do I record a loan repayment?

Accepted Answer

You don't need a special toggle for repayments — Cashy auto-detects them by matching the person's name to an outstanding loan. When someone repays you (you previously lent) 1. Tap + → Income. 2. Title it (e.g. Repayment from Ahmed) and enter the amount and account. 3. Don't enable the Borrowed toggle — this is a repayment, not a new loan. 4. Add the person's name that matches the original lent transaction (e.g. Ahmed). 5. Tap Add Transaction. Cashy detects an outstanding Lent to Ahmed loan and offers to link this income as a repayment. Confirm and the loan's outstanding balance drops by the repayment amount. When you repay someone (you previously borrowed) 1. Tap + → Expense. 2. Title it (e.g. Repaid Sara) and enter the amount and account. 3. Don't enable the Lent toggle. 4. Add the person's name that matches the original borrowed transaction (e.g. Sara). 5. Tap Add Transaction. Cashy links the expense to the open Borrowed from Sara loan and reduces the outstanding amount. Mark a loan as repaid in one tap 1. Open the original lent/borrowed transaction from the Transactions list or Loans widget. 2. Tap Mark as repaid — Cashy prefills the matching repayment for you. 3. Confirm and save. Tip: Partial repayments are fully supported — record them as you receive them. Cashy keeps a running total of repaid vs. outstanding for each person, and only marks a loan as fully settled once cumulative repayments reach the original amount.

Question 9

How do I add a recurring subscription?

Accepted Answer

Recurring subscriptions are bills that repeat (Netflix, Spotify, gym, hosting, etc.). Quickest path — from a transaction 1. Tap + → Expense. 2. Enter the subscription name, amount, account, and category. 3. In the Toggles section, enable Recurring and pick a cycle (daily, weekly, monthly, yearly) and interval (e.g. every 2 months). 4. Enable Add to Subscriptions — Cashy creates a subscription record linked to the same schedule. 5. Tap Add Transaction. From the Subscriptions hub 1. Open Wallet → Subscriptions (or tap the Subscriptions widget on Home). 2. Tap + Add Subscription. 3. Fill in name, amount, currency, account, category, billing cycle, and interval. 4. Set the next billing date and (optionally) an end date. 5. Tap Save. Turn on Auto-pay Auto-pay is set on the subscriptions list, not in the add form. 1. Open Wallet → Subscriptions. 2. On the subscription card, tap the Auto chip — when filled in, auto-pay is on; tap again to turn it off. What you get - A monthly subscription total on the Home Subscriptions widget. - Reminders before bills are due (toggle in Settings → Notifications). - A low-balance warning when the source account can't cover the next auto-pay. - Highlighted bills due within the next 7 days. Note: Free users can track up to 4 subscriptions; Premium is unlimited.

Question 10

How do I add recurring income (salary, freelance, rent)?

Accepted Answer

Salary, freelance retainers, rent received, and dividends are all recurring income. Adding them powers Salary Mode and trend reports. 1. Tap + → Income. 2. Enter the title (e.g. Monthly Salary), amount, and the account it lands in. 3. Set the date to the day you actually receive it. 4. Enable Recurring. 5. Set frequency to Monthly (or Weekly/Yearly), interval to 1, end type to Forever (or fixed if it ends on a date). 6. Tap Add Transaction. Tip: You can have multiple recurring income sources — Salary Mode aggregates them all.

Question 11

How do I manage installment plans?

Accepted Answer

An installment plan is a recurring expense with a fixed number of payments — like a phone over 24 months or a TV over 12 monthly payments. Create one 1. Open Wallet → Subscriptions and tap + Add Subscription. 2. Enable the Installment toggle. 3. Fill in name, amount per installment, account, category, currency. 4. Set the billing cycle + interval (e.g. monthly, every 1) and start date. 5. Enter the total number of installments (e.g. 24). 6. Tap Save — Cashy creates the parent subscription and a child schedule with one row per payment. Mark a payment as paid - Quick way (next payment): open Wallet → Subscriptions → Installments. On the card, tap Mark Paid — Cashy records the next unpaid payment and creates the matching expense. - Specific payment: tap the installment card to open Installment Detail. Tap Mark Paid beside any row, or Undo to reverse one. When all payments are paid, the installment is automatically marked complete and removed from the active list. Reversing a payment reactivates it.

Question 12

How do I track a credit card?

Accepted Answer

Cashy treats credit cards as liability accounts — the balance reflects what you owe. Add the card 1. Open the Wallet tab and tap Accounts → + Add Account (or open Accounts from anywhere and tap +). 2. Enter a name, e.g. Visa Platinum. 3. Set Account Type to Credit. 4. Enter the current balance — what you currently owe, as a positive number; Cashy treats it as debt. 5. Pick the currency and a color. 6. Fill in the credit-specific fields (all optional but recommended): - Credit Limit — used for the limit-used progress bar (e.g. 50,000). - Credit Due Day (1–31) — the day each month payment is due. - Statement Day (1–31) — the day your monthly statement is generated. - Interest Rate — annual percentage rate. - Annual Fee — yearly card fee. - Last 4 Digits — for visual identification when you have multiple cards. 7. (Optional) Toggle Exclude from Net Worth if you don't want this card on your net-worth total. 8. Tap Add Account. Record a purchase on the card Tap + → Expense and pick the credit card as the account. The card's owed balance goes up automatically. Pay the card off Tap + → Transfer with source = your bank and destination = the credit card. The bank balance drops, the card debt drops by the same amount. Where you see it - The Credit Cards widget on Home shows every card with a balance-vs-limit progress bar. - Toggle Settings → Preferences → Include Credit in Net Worth to control whether available credit counts on top of your net worth. Tip: Cashy uses the Credit Due Day

Question 13

How do I track gold?

Accepted Answer

Cashy doesn't have a dedicated gold asset type, but you can track gold cleanly using an Investment account. Step 1 — Convert your gold to a value 1. Find the purity of your gold (24K = 99.9%, 22K = 91.6%, 21K = 87.5%, 18K = 75%). 2. Multiply your weight in grams by the purity to get pure gold grams. 3. Convert to troy ounces: pure grams ÷ 31.1035. 4. Multiply by today's spot price. Example: 100 g of 21K gold = 87.5 g pure ÷ 31.1035 ≈ 2.81 oz × $2,300 ≈ $6,463. Step 2 — Create a Gold account 1. Wallet → Add Account. 2. Name it Gold Holdings (or Gold – 21K). 3. Type: Investment (or Savings if you prefer). 4. Balance: the current market value you calculated. 5. Currency: your base currency. 6. Pick a yellow/amber color. 7. Tap Add Account. Step 3 — Update the value periodically When prices change, edit the account and update the balance. Cashy automatically records a Balance Correction so your history stays clean and your spending reports are not polluted. Tip: Add gold as a tag on related transactions (purchases, sales) so you can filter and audit your gold history later.

Question 14

How do I track other assets (real estate, crypto, stocks)?

Accepted Answer

The same pattern works for any asset that doesn't fit a standard bank account: real estate, crypto, stocks, vehicles, business equity. 1. Create an Investment account named after the asset (e.g. BTC Wallet, Apartment – Cairo). 2. Set the balance to the current market value. 3. Update the balance periodically — each update is captured as a Balance Correction. 4. (Optional) Toggle Exclude from Net Worth if it shouldn't count in your daily totals (e.g. illiquid real estate). Tip: Use tags like crypto, stocks, or real-estate so reports can group these separately.

Question 15

How do I use the Budget view?

Accepted Answer

A budget is a spending limit (or savings target) that resets every period. Create a budget 1. Open Wallet → Budgets and tap the + in the top right. 2. Pick a color (horizontal color row) and tap the icon to open the Icon Picker. 3. Fill in the rest: - Name — e.g. Groceries. - Amount — the spending limit (or savings target). - Budget Type — Expense (track spending) or Savings (track income). - Category — optional. Link to one category to track only that category; leave blank to track all expenses (or all income for savings budgets). - Duration — Daily, Monthly, Yearly, Custom (n days), or One-time (a single non-repeating period that ends on a date you pick). - Start Date — when the period begins. - End Strategy — Never, By Date, or By Count (after N periods). One-time budgets always end by date. 4. Tap Save. Reading the Budget view - Each budget shows a progress bar: tints toward the budget's color while under, turns red when exceeded. - The period auto-resets at the start of each new cycle. - Tap a budget to drill into the transactions counted toward it. - Use the archive action to retire a finished budget without losing its history; archived budgets stay searchable but no longer track new transactions. Budget rules to remember - Transfers and Balance Corrections are excluded from budget calculations. - Expense budgets count expense transactions only; Savings budgets count income only. - A budget linked to a category counts only that category and its sub-categories. View a bu

Question 16

How do I create and track Goals?

Accepted Answer

Goals are long-term targets, like Save 50,000 for a car or Spend less than 5,000 on dining over the next 90 days. Create a goal 1. Open Goals from the Wallet tab (or tap the Goals widget on Home). 2. Tap + to start a new goal. 3. Pick a color and tap the icon to open the Icon Picker. 4. Fill in: - Name and optional description. - Type — Savings (accumulate toward a target) or Expense (keep spending under a cap). - Target Amount and Currency. - Current Amount — defaults to 0 for new goals. - Duration (in days) — how long the goal runs (default 30). Cashy tracks progress over this rolling window. - Linked Category or Linked Tag (optional) — matching transactions auto-update progress. 5. Tap Save. How progress is tracked - Linked category or tag → matching transactions update progress automatically (income for savings goals, expenses for expense goals). - Unlinked → edit the goal to bump the Current Amount by hand whenever you want. - Progress can never go below zero. - A goal is marked Complete the moment progress reaches the target. Reorder goals In the Goals list, drag a goal up or down using its drag handle. Tip: Pair a Savings Goal with a Savings Budget of the same amount and period — the budget tells you if you're on pace this period, and the goal tracks the long-term total.

Question 17

How do I use Salary Mode?

Accepted Answer

Salary Mode reframes the home screen around how much do I have left until my next paycheck. Step 1 — Add your salary as a recurring income The fastest way: 1. Open Settings → Salary Mode → Add Salary — this jumps you into the Add Transaction screen with Income and Recurring already turned on. 2. Fill in title (e.g. Monthly Salary), amount, the account it lands in, and your payday. 3. Pick the recurring cycle (usually monthly, every 1) and tap Add Transaction. Or add it manually via + → Income → Recurring. Step 2 — Switch on Salary Mode - From Settings: Settings tab → Salary Mode → toggle on. The same screen lists every salary Cashy detected — tap one to edit it. - From Home: tap the 3-dots menu (top-right). Under View Mode, pick Salary Mode. What you see in Salary Mode - A Remaining banner = salary minus expenses for the current pay period. - Income, Expenses, and Savings for the active period only. - The period range (e.g. Apr 1 → Apr 30) and days remaining. - The list below filters to transactions inside the active period. Multiple incomes (job + freelance + rent) — add each as its own recurring income. Salary Mode aggregates them automatically. Tip: Set the recurring income date to your actual payday (e.g. the 25th, not the 1st of the month) so Cashy's period maths matches your real cash flow. Tip: Home screen also has a Budget Mode (pick a budget from the same 3-dots menu) — same idea, but the period and remaining figure come from a budget instead of a salary.

Question 18

How do I use Voice Input?

Accepted Answer

Voice input lets you describe a transaction out loud and have Cashy fill the form for you. 1. Tap the microphone icon in the bottom action bar of the home screen. 2. Allow microphone access if prompted. 3. Speak naturally — Cashy listens until you stop. Examples: - Spent 150 on groceries from my Visa card. - Received 5,000 salary into my bank account. - Transferred 1,000 from savings to current. - Lent Ahmed 500 yesterday. 4. Cashy parses the speech and pre-fills the Add Transaction screen — title, amount, type, category, account, date, and even recurring intent. 5. Review the form and tap Add Transaction. What voice can prefill: title, amount, type, category, date, notes, currency, source/destination account, recurring flag. Tip: Mention the account by name (the same name you used in Cashy) so the AI matches it correctly. Free accounts get up to 20 voice uses per month; Premium is unlimited.

Question 19

How do I add multiple items from a receipt (scan or upload)?

Accepted Answer

Receipt scanning extracts the merchant, every line item, and totals — so you can save 10 items in seconds. Open the picker 1. Tap the camera icon on the left side of the bottom action bar. 2. A bottom sheet opens with two big options: - Camera — take a fresh photo (Cashy asks for camera permission the first time). - Gallery — pick a receipt image already saved on your device. 3. Tap one and capture or pick the photo. Adjust the image - After picking, you'll see a preview. Tap Crop to trim to just the receipt area for better accuracy. - Tap the change-image button to pick a different photo. Review the result 1. Tap Scan Receipt — Cashy sends the image to the AI service and returns: - The merchant name - The date - All line items with name and price - The total 2. Pick the account that paid for the receipt and the default category. 3. Tick the line items you want to save (uncheck anything you'd rather skip — e.g. tax lines). 4. Tap Save — each ticked item becomes its own transaction. Special cases - If the line items don't sum to the total, Cashy adds a balancing Unknown item so the saved transactions match the receipt total exactly. - If you're offline, the scan is queued and runs automatically next time you have a network. View pending jobs from Wallet → Offline Queue (or Settings → Data & Sync). - If you haven't set a Gemini API key yet, Cashy prompts you to add one before scanning. Tip: Take the photo in good light with the entire receipt in frame and roughly straight — acc

Question 20

How do I read Analytics & Reports?

Accepted Answer

The Reports tab is where you see how money has moved over time. Open it: tap Reports in the bottom tab bar. What you can do - Switch period: Monthly or Yearly. - Compare to the previous period — see whether spending is up or down. - See Income vs. Expenses and your Net Savings. - View the Category breakdown donut to spot which categories dominate. - Open the Income breakdown for visibility on multiple income sources. - Watch trend charts for month-over-month patterns. - Tap any chart slice or row to drill into the underlying transactions. Multi-currency support: all reports are converted to your base currency, with exchange rates shown when needed. Tip: Compare two months side by side to find lifestyle creep — categories that quietly grew bigger over time.

Question 21

How do I use the Learning Hub?

Accepted Answer

The Learning Hub is built-in financial education that uses your real Cashy data so the lessons feel relevant. Open it: Reports tab → Learning Hub, or Wallet → Learning Hub. What's inside - Credit card fundamentals. - FICO and credit health. - Budgeting frameworks (50/30/20, zero-based, envelopes). - Emergency fund planning. - Debt-reduction methods (snowball vs. avalanche). - Subscription audits. - Savings & investing basics. Each lesson can read your accounts, budgets, goals, and recent transactions to personalize examples — so the emergency fund module suggests an actual amount based on your spending. Note: Free users get the first 5 lessons. Premium unlocks the full library.

Question 22

How do I reorder or hide home widgets?

Accepted Answer

The Home screen is fully customizable — pin the widgets you care about and hide the rest. 1. From Home, tap the 3-dots menu in the top-right. 2. In the sheet, tap Reorder Widgets — the screen enters Edit Mode. 3. Each widget shows an eye icon — tap it to hide or show that widget. 4. Drag any widget up or down by its row to reorder. 5. Tap Done in the top right to save and exit Edit Mode. If you've hidden some widgets, the banner at the top of Edit Mode shows a Show All shortcut to bring everything back. Available widgets include: Daily Quote, Smart Insights, Net Worth, Income vs. Expenses, Accounts, Credit Cards, Budgets, Subscriptions, Goals, Loans, Long-term Loans, Recent Transactions, Activity Log, Spending Graph. Tip: Move the widgets you check daily (Net Worth, Accounts, Recent Transactions) to the top, and hide ones you don't use to keep the screen calm.

Question 23

How do I show or hide quotes on the home screen?

Accepted Answer

Cashy can display a rotating Daily Quote card on the home screen. Show or hide it 1. From Home, tap the 3-dots menu → Reorder Widgets. 2. Find the Daily Quote widget. 3. Tap the eye icon to hide or show it. 4. Tap Done. Interact with the quote card - Tap the card to cycle to the next quote. - Long-press to share the quote as an image (great for social media). - Quotes are localized automatically — Arabic device language shows Arabic quotes. Tip: A new quote is picked at random each session, so closing and re-opening Cashy gives you a fresh one most of the time.

Question 24

How do I add Cashy iOS widgets to my Home Screen?

Accepted Answer

Cashy ships native iOS Home Screen widgets so you can see your money without opening the app. Add a widget 1. Long-press an empty area of your iPhone Home Screen until the icons jiggle. 2. Tap the + in the top-left corner. 3. Search for Cashy in the widget gallery. 4. Swipe through the available Cashy widgets: - Net Worth - Budget Overview - Last Transactions - Subscriptions & Upcoming - Salary Mode - Goals Progress - Spending Categories - Daily Quote 5. Pick a size (Small, Medium, Large) and tap Add Widget. 6. Tap Done. How they update - Widgets show a snapshot from your last app session. - They refresh whenever you open the app or take a relevant action. - Tapping a widget deep-links straight to that section in Cashy (e.g. tapping Budget Overview opens the Budgets list). Tip: Build a Cashy Smart Stack — add several widgets at the same size, long-press any of them, choose Edit Stack, and stack them. Swipe through to see net worth, budgets, and subscriptions in one tile.

Question 25

How do I enable Face ID / Touch ID and hide amounts?

Accepted Answer

Biometric lock keeps your finances private even if your phone is unlocked. Note: The Security section only appears on iOS when your device has Face ID or Touch ID configured. Enable biometric lock 1. Open the Settings tab. 2. Scroll to the Security section. 3. Tap App Lock — Cashy detects the right biometric (Face ID or Touch ID) automatically. 4. Toggle App Lock on and authenticate once. 5. From now on, Cashy asks for biometric authentication every time the app is opened or comes back from background after a short timeout. If biometric authentication fails Cashy falls back to your device passcode. If you're stuck, force-close and re-open Cashy to retry. Hide amounts on the home screen 1. Tap the 3-dots menu in the top-right of Home. 2. Tap Hide Amounts — every figure on the screen is masked with `****`. 3. Tap again to Show Amounts.

Question 26

How do I back up and restore my data?

Accepted Answer

Cashy is offline-first — your data lives on your device first. Backup keeps a safe copy and lets you move to a new device. Note: Cloud backup is a Premium feature. Free users can still export to CSV/ZIP and restore from a local file (see below). Connect a Google account 1. Open the Settings tab → tap Data & Sync. 2. If you're not signed in, tap Connect Google account and authenticate. (You can connect Google for backup without changing the rest of your sign-in.) Run your first backup 1. In Data & Sync, tap Backup to Drive. 2. Wait for the upload to finish — the row label switches to Backing up… and shows the last-backup time when complete. Turn on Auto Backup 1. Toggle Auto Backup on. The first time you do this, Cashy requires that you've run a manual backup; if not, it asks you to do that first. 2. Cashy then runs scheduled backups in the background. Browse and restore previous versions 1. Settings → Data & Sync → Backup Versions. 2. Pick a snapshot — Cashy shows the date, size, and label. 3. Tap Restore on the version you want — Cashy downloads, applies, and replaces local data. Restore on a new device 1. Install Cashy and run through onboarding. 2. Sign in with the same Google account you used for backup. 3. Cashy detects your existing backup and prompts you to restore. Manual export (free for everyone) 1. Settings → Data & Sync → Manage Data. 2. Choose Export — pick CSV (transactions only) or ZIP (full backup including images). 3. Save or share the file. Restore from a lo

Question 27

How do I restore Premium purchases?

Accepted Answer

If you've already paid for Premium but reinstalled the app, switched device, or signed into a fresh App Store / Google Play account, you can recover your subscription without paying again. 1. Open the Settings tab. 2. Scroll to the Account / Premium section and tap Restore Purchases — this opens the paywall. 3. On the paywall, tap Restore Purchases at the bottom. 4. Authenticate with the App Store / Google Play account that originally bought Premium. 5. Cashy verifies the purchase via RevenueCat and unlocks Premium immediately. Got a promo code? Right under Restore Purchases, the Redeem Promo Code row opens the App Store redemption sheet on iOS (or the redemption page in your browser). If nothing is restored - Make sure you're signed into the same store account that originally made the purchase. - Wait a few seconds and try again — store servers can lag. - Check Settings → Premium to see your current plan / entitlement. Tip: Premium is tied to your store account, not your Cashy sign-in. The same purchase covers all your devices using the same Apple ID / Google Play account.

Question 28

What is a Balance Correction?

Accepted Answer

A Balance Correction is a special transaction type that adjusts an account's balance without counting as real income or expense — useful when your bank balance doesn't match due to fees, rounding, or imported data. How it's created automatically 1. Edit an existing account. 2. Change the balance to the correct amount. 3. Add a correction note (optional). 4. Tap Update Account — a Balance Correction is recorded automatically. Or manually Add a new Expense transaction and enable the Balance Correction toggle in the form. Note: Balance Corrections are excluded from spending and budget reports. Deleting one removes the record but does not move money — it only documents a known reconciliation.

Question 29

How do I import transactions from a bank CSV?

Accepted Answer

1. Go to Settings → Data → Import Data. 2. Select your CSV file. 3. Map the columns (Date, Amount, Description, Type). 4. Review the preview and tap Import. Most bank and credit card CSV exports are supported. Ensure your file has at least a date, amount, and description column. Tip: After import, use the Activity Log (Wallet → Activity Log) to see exactly which transactions came from the import — handy if you need to undo it.

Question 30

How do I contact support or report a bug?

Accepted Answer

- Open Settings → Support in the app. - Visit cashyapp.me/faqs for the latest help articles. - Tap the ℹ️ info icon in the top-right of the Settings screen to open the in-app FAQ page directly. Common quick fixes before contacting support - AI features stopped working? Check the Gemini API Key in Settings → Smart Automations — paste a fresh key from aistudio.google.com/apikey if needed. - Hit a free-tier limit? Free includes 2 accounts, 1 budget, 1 goal, 4 subscriptions, 5 custom categories, 20 voice/month, 10 receipts/month, 2 currencies, 1 backup. Upgrade Premium for unlimited usage. - Premium not active after reinstall? Open Settings → Premium → Restore Purchases with the original store account.

Frequently Asked Questions

Tips & Tricks

Speed up daily entry

Master categorization

Get more from Budgets & Goals

Stay on top of loans

Run a quarterly subscription audit

Make Reports work harder

Privacy & resilience

iOS-only power moves