FAQ
Frequently Asked Questions
Do I have to connect my bank account?+
No. My Money Picture is built around file uploads. You stay in control.
What file should I upload?+
A CSV transaction export from your bank or credit card account works best.
Why is CSV better for this app?+
CSV files help keep the app simple, private, and affordable.
Can I remove sensitive information before uploading?+
Yes. You can remove details like account numbers before uploading. The app mainly needs dates, descriptions, and amounts.
Will this work with every bank?+
It should work with most banks that allow CSV transaction downloads. Some files may need column matching.
Is this financial advice?+
No. The report gives educational insights based on your uploaded data. It does not replace professional financial advice.
What do I get after I pay?+
You unlock the full AI money report: your Money Health Score, a suggested 50/30/20 budget, an annualized subscription audit, month-over-month trends, a what-if savings simulator, money leaks with dollar estimates, next steps, and a downloadable PDF.
Do I need finance knowledge?+
No. The app explains everything in plain language.
Can I sell these reports to my clients?+
Yes. Every report you create comes with a free commercial license — you can share, deliver, or sell the reports you generate to your own clients or community with no royalties or extra fee. The license covers the reports you produce, not resale of the app itself.