Frequently Asked Questions

Find answers to common questions about GoMonio

Getting Started

Account & Banking

Features & Functionality

Billing & Pricing

Security & Privacy

Technical Support

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Frequently Asked Questions

Categories

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Getting Started

What is GoMonio and how does it work?

What are the different profile types available?

How do I get started with GoMonio?

Is there a mobile app available?

Account & Banking

How do I connect my bank account?

Which banks are supported for PSD2 connection?

How often do transactions sync automatically?

Can I import transactions from CSV or Excel files?

Can I have multiple bank accounts?

Features & Functionality

How does the category system work?

What are Templates and how do they work?

What is the difference between actual and forecast transactions?

How far ahead can I forecast cash flow?

Can I customize categories for my business?

Billing & Pricing

What are the pricing differences between profile types?

Can I switch between profile types?

How does the 60-day trial work for Business profiles?

How does agency billing work for clients?

Can I add more team members to my profile?

Security & Privacy

How secure is my financial data?

Can GoMonio access my bank account to make transactions?

How do I manage active sessions and security?

What happens to my data if I delete my account?

Is my data shared with third parties?

Technical Support

What browsers are supported?

I'm having trouble importing CSV files. What should I do?

My bank connection keeps disconnecting. How can I fix this?

How do I export my data?

Where can I get additional help?

Still Have Questions?