Help & support
How can
we help?
Connect banks from Accounts and invite your spouse from Settings. For billing, account access, or a problem with the app, use the answers below or email support@uunifi.com.
Getting started
How do I set up UniFi?
Create an account and the 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 — you sign in with your bank or Plaid, and UniFi never receives or stores your bank login. The connection reads authorized account data, such as balances and transactions, and cannot move money. 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. We ask for a card to start, and your subscription is charged automatically on day 8 unless you cancel. Cancel anytime from Settings → Billing. We send a reminder email before your trial ends.
What's the refund policy?
Your first 7 days are free. We ask for a card to start, and you're charged only if you keep UniFi past day 7; cancel before then from Settings → Billing and you pay nothing. After that you can cancel anytime and keep access through the period you paid for.
How do I cancel?
Cancel from Settings or email support@uunifi.com for help. You keep access through the period you have paid for. Account deletion is a separate action in Settings; email privacy@uunifi.com to request an export.
Security & your data
Is my financial data safe?
Connections are read-only, you sign in with your bank or Plaid and UniFi never receives your bank login, 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.
Questions about your budget?
“What did we spend on groceries?” “Can we afford this?” — Solomon reads your real numbers and answers plainly.
A quick look around UniFi
Sample data.