Help / FAQ
Quick answers about how BalanceWhiz fits into your routine. For anything else, use Contact Us.
What is BalanceWhiz?
A cash flow forecast for your checking balance: upcoming bills and income on a calendar, plus a projected balance so you can see cash pressure, not just month-end totals.
Do I connect my bank?
No. You enter amounts and dates you already know (or export). The forecast stays yours to reconcile.
How do I reset my password?
On the login page, choose “Forgot password?” and follow the email link.
How does billing work?
Plans and trial details are on Pricing. You can cancel from your account flow when logged in; if you are stuck, contact support.