What's Cleo missing the mark on?
Inaccurate budget or transactions?
Making sure your transactions are correctly categorized impoves the accuracy of your budget and insights
You can change the category of a transaction by heading to the Spend tab and tapping on the transaction you wanna change. Tap its current category to change it (you can even make custom categories 🎨 )
You can exclude a transaction from your budget, insights, and Roast. Head to the Spend tab and tap on the transaction you wanna change. Tap its current category, then add it to "excluded" - it'll be like it never happened ❌ This is great for stuff like savings transfers or student loans. More about excluding transactions here
If you wanna hide a whole bank account, just type "accounts" in chat and flip the green toggle of an account to the OFF position 🛫 This is good if you wanna budget only your checking account and skip your savings 🔐
Balance looks off?
Cleo should automatically update your account twice daily, but you can manually refresh your accounts, too 💬 To manually refresh your accounts say "refresh" in chat and it'll happen
Your balance might look wrong cause you have an account visible that you don't want to be calculated into your budget. 💬 Type "accounts" in chat and hide any accounts you don't wanna budget by setting the green toggle to OFF
Bank accounts not adding up?
Is one of your accounts disconnected? It happens sometimes. 💬 You can see your accounts anytime by saying "accounts" in chat. Then hit "reconnect account" and follow the prompts from there
If you wanna hide a whole bank account, just type "accounts" in chat and flip the account's toggle to the OFF position 🛫
Need to change your personal info?
If some of your personal details are wrong, in chat just hit the person ( 👤 ) icon and edit "Your details" directly from there