Help Center

Get the support you need to make the most of Bedrock Money. Find answers to common questions or reach out to our support team directly.

Need Personal Help?

Our support team is here to help you with any questions or issues you might have.

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Getting Started

Learn the basics of setting up and using Bedrock Money to track your financial progress.

  • Creating your account
  • Connecting your first bank account
  • Setting up your financial goals
  • Understanding your dashboard
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Account Management

Manage your connected accounts, update information, and ensure everything stays in sync.

  • Adding and removing bank accounts
  • Updating account credentials
  • Managing multiple financial institutions
  • Account synchronization issues
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AI Financial Guidance

Make the most of our AI-powered insights and recommendations for better financial decisions.

  • Understanding AI recommendations
  • Subscription detection and management
  • Budget optimization suggestions
  • Investment insights and analysis
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Security & Privacy

Learn about our security measures and how we protect your sensitive financial information.

  • How we protect your data
  • Two-factor authentication setup
  • Privacy settings and controls
  • Reporting security concerns
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Billing & Subscriptions

Manage your Bedrock Money subscription, billing information, and payment methods.

  • Subscription plans and pricing
  • Updating payment information
  • Billing cycle and invoices
  • Cancellation and refunds
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Troubleshooting

Common issues and solutions to help you get back on track quickly.

  • App not loading or crashing
  • Sync errors and delays
  • Missing transactions or accounts
  • Performance and speed issues

Frequently Asked Questions

We use bank-level 256-bit SSL encryption, SOC 2 Type II certified data centers, and read-only access to your accounts. We never store your banking login credentials and use trusted partners like Plaid for secure connections. Your data is encrypted both in transit and at rest.
Through our integration with Plaid, we support over 10,000 banks and financial institutions including all major banks, credit unions, investment accounts, and credit card providers. If you don't see your institution, contact us and we'll work to add support.
Our AI analyzes your transaction history, spending patterns, and financial behavior to provide personalized recommendations. It can automatically detect recurring subscriptions, suggest budget optimizations, identify savings opportunities, and provide investment insights. All recommendations are for informational purposes and should be verified with a financial professional.
Yes, you can cancel your subscription at any time through your account settings or by contacting our support team. Your access will continue until the end of your current billing period. We also offer a free trial for new users to explore all features before committing.
When you delete your account, we remove all your linked financial data and personal information from our systems within 60 days, except where required by law. You can export your data before deletion if you want to keep a personal copy. This process is permanent and cannot be undone.
No, Bedrock Money provides informational tools and automated analysis only. We are not financial advisors, and our AI recommendations are for educational purposes. For professional financial advice, investment guidance, or major financial decisions, please consult with a qualified financial advisor or professional.