How can we help?

Logging payments automatically

iPhone

iPhone apps can't read your messages, so Goalwise uses a Shortcuts automation that sends new bank SMS to it. In Goalwise, open Plan → Set up on iPhone for step-by-step instructions. You can also share or paste a message into Goalwise yourself.

Android

Open Plan → Log payments automatically and allow notification access. Goalwise then reads payment notifications from UPI, bank and SMS apps. If a payment doesn't show up, check that notifications from that app are turned on.

Where do payments go?

They wait in Payments to review on Home and in Plan. Tap to confirm, change the category, or dismiss.

Backups and new phones

Without signing in: open Plan → Back up your data and save the file to Files, iCloud Drive or Google Drive. On the new phone, install Goalwise and tap New phone? Restore a backup on the welcome screen.

Signed in with Google: your plan syncs by itself. On the new phone, tap Used Goalwise before? Sign in with Google on the welcome screen and it comes across.

Deleting the app deletes the data on that phone, so back up first if you haven't signed in.

Signing in

Signing in is optional; Goalwise works fully without it. Sign in from Plan to back up and sync. If you already have a plan on both this phone and your account, Goalwise asks whether to combine them or keep one, before replacing anything.

Signing out keeps everything on your phone.

Deleting your data

• Cloud copy and account: Plan → Delete my cloud data.
• Everything on this phone: Plan → Reset everything, or delete the app.

See the privacy policy for exactly what's stored and where.

Still stuck?

Email contact@fracgc.in. It helps to include your phone model and the Goalwise version (at the bottom of Plan). Please don't send us your bank messages or account numbers.