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We’re a small team, so support reaches someone who works on the product. Most emails get a reply the same business day.
Support
support@wellthplan.comAccount questions, bank connections, billing. Same-day replies Monday through Friday.
Financial professionals
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Frequently asked questions
Chances are the answer is here. If it isn't, the form above reaches us directly.
Is my bank data safe?
Accounts connect through Plaid with bank-level encryption, read-only. We never see your bank credentials and Wellthplan cannot move money.
My bank won’t connect
Usually a re-authentication your bank requires every few months — reconnect from Accounts. If it still fails, send us the bank name and we’ll chase it with Plaid.
A transaction is in the wrong bucket
Recategorize it and choose “All from that merchant” — every future charge from them follows automatically, no separate rules screen.
Do transfers count as spending?
No. Money moved between your own linked accounts is matched on both sides and removed from spending totals automatically.
What does it cost?
14 days free, then $19.99 a month or $199.99 a year. One subscription covers both people in a household.
Can my partner have their own login?
Yes. You each get your own credentials and device security while sharing one plan, budget, and set of goals.
How do I cancel?
From Billing in the app’s preferences — it points you to the App Store or Stripe, wherever you subscribed. No retention call, no email you have to send us first.
Can you delete my data?
Yes — unlink a bank from Linked Accounts, or delete your entire account and data from Security in the app. Email us and we’ll confirm it on our side too.