Help Center

1. Sign up using Google, Apple, or email (magic link)
2. Complete the brief onboarding process
3. Connect your bank accounts securely through Plaid
4. Start chatting with Franklin about your finances!

• Understanding your spending patterns
• Creating and tracking budgets
• Analyzing specific transactions
• Financial planning and goal setting
• General financial advice and education
• Monthly spending summaries and insights

Simply ask in natural language, like "How much did I spend on groceries last month?" or "Help me create a budget."

Absolutely. Your security is our top priority:

• Bank connections use industry-standard Plaid security
• All data is encrypted in transit and at rest
• We use bank-level 256-bit encryption
• We never store your bank login credentials
• We never sell or share your personal data
• Read-only access to your accounts (we cannot move money)

For more details, visit our Security Policy.

• Magic Link: Enter your email and we'll send you a secure login link
• Google Sign-In: Use your existing Google account
• Apple Sign-In: Use your Apple ID for quick access

This eliminates the need to remember passwords and provides enhanced security through your email or existing accounts.

1. Go to Settings (gear icon in the top navigation)
2. Scroll to the bottom of the page
3. Click "Delete Account"
4. Confirm the deletion

Note: This action is permanent and will delete all your data, chat history, and bank connections.

1. Go to Settings (gear icon)
2. Click "Connect Financial Account"
3. Search for your bank in the Plaid modal
4. Enter your bank credentials (securely handled by Plaid)
5. Select which accounts to connect

Franklin uses Plaid, a trusted financial technology company that connects to over 12,000 financial institutions.

• Major banks (Chase, Bank of America, Wells Fargo, Citi, etc.)
• Credit unions
• Online banks (Ally, Marcus, Discover, etc.)
• Investment accounts (Fidelity, Vanguard, etc.)
• Credit card accounts

If your bank isn't supported, you can still use Franklin for general financial advice and manual tracking.

1. Go to Settings
2. Scroll to "Disconnect All Bank Accounts"
3. Click the button and confirm

This will remove all bank connections but won't delete your account or chat history. You can reconnect at any time.

• Transfer money
• Make purchases
• Change account settings
• Access your login credentials

Your money stays safe in your bank accounts under your control.

1. Go to Settings
2. Find the "Subscription Management" section
3. Click "Manage Subscription"
4. Follow the prompts to cancel

You'll retain access until the end of your current billing period. No refunds for partial months.

Supported payment methods:

• Credit and debit cards (Visa, Mastercard, American Express, Discover)
• Apple Pay
• Google Pay

• iOS: Download from the Apple App Store
• Android: Download from Google Play Store
• Web: Access from any browser at meetfranklin.ai

Your data syncs across all devices, so you can start on mobile and continue on desktop.

1. Go to Settings
2. Find the "Theme" section
3. Toggle the switch to change between light and dark mode

Your preference is saved and will apply across all your sessions.

• Send messages and get AI responses
• Sync your bank data
• Update your chat history across devices

However, you can view your recent chat history while offline. Any messages sent offline will be delivered once you reconnect to the internet.