Money Coach Support

For website and Android closed-test users

Quick help

• Use Add transaction for one entry or Upload CSV for several entries.
• Tap any saved transaction or goal to correct it.
• Changes save automatically on the current device or browser.
• Use Trust Center → Download backup before changing devices, clearing browser data, or uninstalling the app.
• Bank linking is optional and currently labeled Plaid Sandbox test data.

CSV format

The first row must include Date, Name, and Amount. Optional headers are Type, Category, and Note. Dates in YYYY-MM-DD format work best. Expenses may use a negative amount or an Expense type.

Contact support

Email carlton@reidandwilson.com. Include whether you are using the website or Android app and describe what happened. Do not email bank passwords, Plaid tokens, full account numbers, or downloaded financial backups.