Simple Budget Support

Thanks for using Simple Budget!

If you experience a bug, have a question, find a problem with the app, want to suggest a feature, or need help with purchases or add-ons, we’d love to hear from you.

When reporting an issue, it’s helpful to include:

  • your device model

  • iOS version

  • app version

  • a brief description of the problem

Use the form below and we’ll do our best to respond as quickly as possible.

Also, check the FAQ before you submit. Your question may be covered there.

Thanks for supporting Simple Budget!

Frequently asked questions

Do I need to create an account?

No. Simple Budget has no sign-up. Your data stays on your devices and syncs through your own iCloud account.

How do I sync between my iPhone, iPad and Mac?

Sign in to the same Apple Account on each device and make sure iCloud is turned on for Simple Budget. On iPhone or iPad, that's in Settings → your name → iCloud → Apps Using iCloud. Changes usually show up within a minute. On a new device, choose "I already use Simple Budget on another device" on the welcome screen.

My data isn't syncing.

Check the sync status in Simple Budget. On the Mac it's in Settings → General → iCloud Sync. On iPhone and iPad it's at the top of Settings. It shows the last upload, the last download and any error. Make sure you're signed in to iCloud and have storage available, then quit and reopen the app on both devices.

How do I import transactions from my bank?

Download a CSV file from your bank's website, then choose Import CSV…. On the Mac it's under File → Import CSV…. On iPhone and iPad it's in an account's menu. Simple Budget matches the columns for you and skips transactions it already has.

Can Simple Budget download transactions automatically?

Yes, if you have a SimpleFIN Bridge account. SimpleFIN is a separate service. Choose Settings → SimpleFIN → Connect Your Bank… on the Mac, or Settings → Bank Connection on iPhone and iPad, and paste your setup token. Simple Budget then downloads balances and transactions straight to your device. SimpleFIN only gives read-only access.

How do I see current prices for my investments?

Get a free API key at twelvedata.com. Enter it in Settings → Market Data and tap Save & Test. Only the symbols of your holdings are sent to get prices.

What does Simple Budget Unlimited include?

The free version holds up to 10 transactions per account. Simple Budget Unlimited is a one-time purchase that removes the limit on your iPhone, iPad and Mac. It isn't a subscription, and you can share it with your Family Sharing group.

I bought Unlimited but it isn't showing on another device.

In Settings, tap Upgrade, then Restore Purchase. Make sure you're signed in with the Apple Account you bought it with.

How do I use "Ask Simple Budget"?

Tap the Ask button (⌘J on the Mac) and ask a question in plain English, like "How much did I spend on dining this month?" Answers are worked out on your device. You need a device that supports Apple Intelligence, with Apple Intelligence turned on. You can also ask Siri, for example "What's left in my budget in Simple Budget?"

How do I back up or move my data?

iCloud keeps your devices in sync. For a separate copy, use Settings → Backup. On the Mac, automatic daily backups can go to a folder you choose, such as iCloud Drive. On iPhone and iPad, tap Prepare Backup…, then Export Backup…. To bring a backup back, use Restore from Backup….

How do I delete my data?

Settings → Data → Erase All Data… removes your accounts and transactions from all of your devices. Deleting the app removes the copy on that device. You can also delete the app's iCloud data in your device's iCloud settings.

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