Help & support
How can we help?
Common questions are answered below. For anything about yourmoney, Solomon — the money assistant built into the app — can answer from your real numbers in seconds.
Ask Solomon first
“What did we spend on groceries?” “When is the car paid off?” “Can we afford this?” — Solomon reads your real numbers and answers plainly, no digging through screens.
Getting started
How do I set up UniFi?
Create an account and a two-minute setup walks you through it: set your giving first, connect your accounts, sketch a budget, and pick a first goal. Nothing is locked in — skip any step and come back to it whenever you're ready.
How do I connect my bank?
From the Accounts screen, choose Add account and sign in through Plaid — your bank password goes to your bank, never to us. The connection is read-only: UniFi can see balances and transactions and nothing more. Disconnect any institution from the same screen, any time.
Can my spouse use it too?
Yes — your household is one plan. Invite your spouse from Settings; there's no extra seat fee.
Giving & budgeting
Why does the budget start with giving?
Because the order is the point: giving comes off the top, before bills and spending, so it's the first decision rather than whatever's left over. You set the percentage — the default is 10%, and you can change it any time. The budget builds everything else around it.
What if I go over my giving plan?
That's never treated as a problem. Going over on groceries is an overage; giving beyond your goal is just more giving. UniFi counts it as a win and won't nudge you about it.
Plans & billing
How does the free trial work?
Your first 7 days are free — no card required to start. If UniFi isn't for you, walk away and pay nothing.
What's the refund policy?
Every paid plan carries a 30-day money-back guarantee. Email support and we'll make it right — no forms, no hoops.
How do I cancel?
From Settings, any time — two clicks, no call, no retention maze. Your data stays yours: delete it entirely from Settings, or email us for a full export.
Security & your data
Is my financial data safe?
Connections are read-only, credentials go straight to Plaid and never touch our servers, and your data is never sold or used for ads. The full picture is on the security page.
How do I export or delete my data?
Email privacy@uunifi.com from your account email and we'll handle export, correction, or full deletion. Details in the privacy policy.